Professional
Added to YB: 2025-08-01
Pitch date: 2025-07-28
UNH [neutral]
UnitedHealth Group Incorporated
+30.06%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
UnitedHealth Group Incorporated operates as a health care company in the United States and internationally.
Market Cap
$309.7B
Pitch Price
$262.27
Price Target
N/A
Dividend
2.59%
EV/EBITDA
12.16
P/E
17.79
EV/Sales
0.86
Sector
Health Care Providers and Services
Category
turnaround
Show full summary:
Aristotle Large Cap Growth Portfolio Holding: UnitedHealth Group Incorporated
UNH (holding update): Q2 underperformance due to soft Q1 earnings & guidance cut. Two issues: 1) Higher utilization in Medicare Advantage caused elevated medical care ratio, 2) Negative member mix as competitors exited market, leaving high-acuity patients. Management confident both fixable in next rate cycle.
Read full article (1 min)