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)
17% more funds holding in top 10
Funds holding in top 10: 264 [Q2] → 309 (+45) [Q3]
10% more capital invested
Capital invested by funds: $423B [Q2] → $466B (+$43.6B) [Q3]
0% more first-time investments, than exits
New positions opened: 230 | Existing positions closed: 229
0% more funds holding
Funds holding: 3,325 [Q2] → 3,326 (+1) [Q3]
1% less repeat investments, than reductions
Existing positions increased: 1,353 | Existing positions reduced: 1,372
5% less call options, than puts
Call options by funds: $4.64B | Put options by funds: $4.89B
3.25% less ownership
Funds ownership: 90.14% [Q2] → 86.89% (-3.25%) [Q3]
Research analyst outlook
16 Wall Street Analysts provided 1 year price targets over the past 3 months
16 analyst ratings
Barclays Andrew Mok 50% 1-year accuracy 29 / 58 met price target | 2%upside $603 | Overweight Maintained | 22 Oct 2024 |
TD Cowen Gary Taylor 44% 1-year accuracy 8 / 18 met price target | 3%upside $609 | Buy Maintained | 18 Oct 2024 |
UBS Kevin Caliendo 81% 1-year accuracy 13 / 16 met price target | 10%upside $650 | Buy Maintained | 16 Oct 2024 |
Stephens & Co. Scott Fidel 67% 1-year accuracy 22 / 33 met price target | 2%upside $605 | Overweight Maintained | 16 Oct 2024 |
Truist Securities David Macdonald 67% 1-year accuracy 32 / 48 met price target | 6%upside $625 | Buy Reiterated | 16 Oct 2024 |
Financial journalist opinion
Based on 35 articles about UNH published over the past 30 days
