Professional
Added to YB: 2025-09-11
Pitch date: 2025-07-15
UNH [neutral]
UnitedHealth Group Incorporated
+33.48%
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
$364.3B
Pitch Price
$286.55
Price Target
N/A
Dividend
2.20%
EV/EBITDA
18.28
P/E
30.28
EV/Sales
0.94
Sector
Health Care Providers and Services
Category
turnaround
Janus Henderson Forty Fund Portfolio Holding: UnitedHealth Group Incorporated
UNH (holding update): Missed earnings, lowered guidance 2x on high medical costs & strong Medicare Advantage demand. Optum pressured by intensive care needs + Medicare funding cuts. New CEO appointed (prev led UNH 10yrs). Despite challenges, structural scale/data advantages should drive market share gains over time.
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