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Added to YB: 2025-05-23

Pitch date: 2025-05-22

UNH [bullish]

UnitedHealth Group Incorporated

+17.79%

current return

Author Info

No bio for this author

Company Info

UnitedHealth Group Incorporated operates as a health care company in the United States and internationally.

Market Cap

$305.0B

Pitch Price

$290.22

Price Target

390.00 (+14%)

Dividend

2.63%

EV/EBITDA

12.01

P/E

17.52

EV/Sales

0.85

Sector

Health Care Providers and Services

Category

value

Show full summary:
Wolfe Sets $390 Target on UNH

UNH: Wolfe PT $390. 2025 EPS guidance likely $20 (vs consensus $21-22), assumes 1% MA margin & breakeven OptumHealth capitation. Current est. $21.75 assumes 1% MA margin, -2% on non-capitated MA. OptumCare only seeing 40% of UHC cost trend pressure, but investors may prefer conservative floor at $20.

Read full article (2 min)