Added to YB: 2025-07-31
Pitch date: 2025-06-30
UNH [neutral]
UnitedHealth Group Incorporated
+11.01%
current return
Author Info
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Company Info
UnitedHealth Group Incorporated operates as a health care company in the United States and internationally.
Market Cap
$305.0B
Pitch Price
$307.94
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
RiverPark Long/Short Opportunity Fund Portfolio Holding: UnitedHealth Group Incorporated
UNH (holding update): Stock hit by rising medical cost ratios (84.8%) & elevated utilization in Medicare/Medicaid outpatient procedures. Q1 showed 5% rev growth but declining earnings, leading to lowered 2024 guidance & sharp selloff. Despite margin compression & regulatory uncertainty, integrated insurance/pharmacy/care model positions for long-term recovery.
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