UnitedHealthUNH
About: UnitedHealth Group is one of the largest private health insurers, providing medical benefits to about 50 million members globally, including 1 million outside the us as June 2024. As a leader in employer-sponsored, self-directed, and government-backed insurance plans, UnitedHealth has obtained massive scale in managed care. Along with its insurance assets, UnitedHealth's continued investments in its Optum franchises have created a healthcare services colossus that spans everything from medical and pharmaceutical benefits to providing outpatient care and analytics to both affiliated and third-party customers.
Employees: 440,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
30% more first-time investments, than exits
New positions opened: 235 | Existing positions closed: 181
17% more funds holding in top 10
Funds holding in top 10: 266 [Q2] → 311 (+45) [Q3]
11% more capital invested
Capital invested by funds: $423B [Q2] → $467B (+$44.5B) [Q3]
2% more funds holding
Funds holding: 3,332 [Q2] → 3,386 (+54) [Q3]
1% less repeat investments, than reductions
Existing positions increased: 1,380 | Existing positions reduced: 1,396
5% less call options, than puts
Call options by funds: $4.64B | Put options by funds: $4.89B
3.13% less ownership
Funds ownership: 90.11% [Q2] → 86.99% (-3.13%) [Q3]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Oppenheimer Michael Wiederhorn 30% 1-year accuracy 12 / 40 met price target | 28%upside $640 | Outperform Maintained | 6 Dec 2024 |
Stephens & Co. Scott Fidel 51% 1-year accuracy 22 / 43 met price target | 35%upside $675 | Overweight Maintained | 5 Dec 2024 |
Deutsche Bank George Hill 50% 1-year accuracy 5 / 10 met price target | 25%upside $625 | Buy Maintained | 3 Dec 2024 |
Barclays Andrew Mok 29% 1-year accuracy 18 / 62 met price target | 31%upside $655 | Overweight Maintained | 27 Nov 2024 |
TD Cowen Gary Taylor 21% 1-year accuracy 4 / 19 met price target | 22%upside $609 | Buy Maintained | 18 Oct 2024 |
Financial journalist opinion
Based on 126 articles about UNH published over the past 30 days
