UnitedHealthUNH
About: UnitedHealth Group is one of the largest private health insurers and provides medical benefits to about 51 million members globally, including 1 million outside the US as of December 2024. As a leader in employer-sponsored, self-directed, and government-backed insurance plans, UnitedHealth has obtained massive scale in medical insurance. Along with its insurance assets, UnitedHealth's Optum franchises help create a healthcare services colossus that spans everything from pharmaceutical benefits to providing outpatient care and analytics to both affiliated and third-party customers.
Employees: 400,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
20% more call options, than puts
Call options by funds: $10.5B | Put options by funds: $8.71B
10% less repeat investments, than reductions
Existing positions increased: 1,262 | Existing positions reduced: 1,402
2.47% less ownership
Funds ownership: 87.1% [Q1] → 84.63% (-2.47%) [Q2]
13% less funds holding
Funds holding: 3,552 [Q1] → 3,100 (-452) [Q2]
43% less capital invested
Capital invested by funds: $417B [Q1] → $239B (-$178B) [Q2]
58% less first-time investments, than exits
New positions opened: 268 | Existing positions closed: 640
67% less funds holding in top 10
Funds holding in top 10: 223 [Q1] → 73 (-150) [Q2]
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
14 analyst ratings
Cantor Fitzgerald Sarah James | 45%upside $440 | Overweight Reiterated | 26 Aug 2025 |
Morgan Stanley Ricky Goldwasser | 7%upside $325 | Overweight Maintained | 20 Aug 2025 |
B of A Securities Kevin Fischbeck | 7%upside $325 | Neutral Maintained | 18 Aug 2025 |
Mizuho Ann Hynes | 1%downside $300 | Outperform Maintained | 7 Aug 2025 |
JP Morgan Lisa Gill | 2%upside $310 | Overweight Maintained | 6 Aug 2025 |
Financial journalist opinion
Based on 242 articles about UNH published over the past 30 days
