Added to YB: 2025-10-31
Pitch date: 2025-10-29
UNH [neutral]
UnitedHealth Group Incorporated
-0.97%
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
$345.19
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
Repricing, Reshaping, Renewing: Inside UnitedHealth Group’s Strategic Pivot
UNH (overview): Largest US health insurer faces margin pressure from 89.9% MCR vs 85.2% prior year, elevated medical costs. Repricing 60% commercial business, exiting unprofitable MA plans (-1M members 2026). Optum margins fell to 3.6% from 7%. Targeting margin recovery by 2027 via AI investments, narrower networks. Regulatory risks from DOJ probe, cyber breach. Revenue +12% to $113B but execution challenges remain.
Read full article (7 min)