Added to YB: 2026-04-15
Pitch date: 2026-04-08
UNH [neutral]
UnitedHealth Group Incorporated
+5.77%
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
$294.7B
Pitch Price
$305.82
Price Target
N/A
Dividend
2.72%
EV/EBITDA
15.54
P/E
24.54
EV/Sales
0.81
Sector
Health Care Providers and Services
Category
value
Show full summary:
Patient Opportunity Equity Strategy Portfolio Holding: UnitedHealth Group Incorporated
UNH (holding update): Down 15.7% Q1 on weak CMS Medicare Advantage rate (0.09% vs mid-single-digit exp), but CMS revised final rate to +2.48%. Mgmt targets 13-16% LTM EPS growth resuming 2027. Integrated platform (Optum Health/Rx/Insight) competitive moat intact. Added at pullback; 3% yield + buybacks.
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