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Added to YB: 2025-10-07

Pitch date: 2025-10-04

UNH [neutral]

UnitedHealth Group Incorporated

-4.88%

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

$309.7B

Pitch Price

$358.61

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:
The Investing Ledger | Portfolio Update, Q3 2025 - UnitedHealth Group Incorporated

UNH (holding update): Turnaround play gone wrong - CEO murder in Dec 2024, rising medical costs, Optum Health (key profit driver) showing cracks in Q1 2025 earnings, CEO replaced, 2025 guidance withdrawn. 'Too big to fail' thesis intact but recovery timeline much longer than expected.

Read full article (1 min)