Professional
Added to YB: 2025-08-04
Pitch date: 2025-07-25
UNH [neutral]
UnitedHealth Group Incorporated
+22.16%
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
$279.84
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
Bretton Fund Portfolio Holding: UnitedHealth Group Incorporated
UNH (holding update): Stock plunged 55% after Q1 earnings miss, guidance cut from +7% to -6% YOY, then withdrawn entirely. CEO Witty fired amid Medicare patient overutilization crisis spreading to corporate/Medicaid members. Now faces DOJ criminal fraud investigation for 'upcoding.' At 10-14x earnings, betting company can reprice plans for 2026 like Progressive did post-pandemic.
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