Professional
Added to YB: 2025-07-17
Pitch date: 2025-07-11
UNH [neutral]
UnitedHealth Group Incorporated
+14.81%
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
$297.75
Price Target
N/A
Dividend
2.63%
EV/EBITDA
12.01
P/E
17.52
EV/Sales
0.85
Sector
Health Care Providers and Services
Category
turnaround
Patient Capital Management New Position: UnitedHealth Group Incorporated
UNH (new position): Down >50% from 2025 highs on Medicare Advantage cost overruns forcing guidance withdrawal. Ex-CEO Hemsley returning after margin compression. Insiders bought $30M+ stock. $8.4B buyback (3% of shares), 10% FCF yield. Long-term confidence in platform strength and 13-16% EPS growth despite near-term uncertainty.
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