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Added to YB: 2025-07-21

Pitch date: 2025-07-12

UNH [bullish]

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

Show full summary:
Vulcan Value Partners Large Cap Review New Position: UnitedHealth Group Incorporated

UNH (new position): 2025 will be challenging due to Medicare Advantage & Optum Health operational issues, but management believes these are controllable. Health insurance can be repriced annually. Former CEO Hemsley returning to restore operational rigor. Despite government policy risk, company value remains stable.

Read full article (1 min)