UnitedHealthUNH
About: UnitedHealth Group is one of the largest private health insurers and provides medical benefits to about 51 million members globally, including 1 million outside the US as of December 2024. As a leader in employer-sponsored, self-directed, and government-backed insurance plans, UnitedHealth has obtained massive scale in medical insurance. Along with its insurance assets, UnitedHealth's Optum franchises help create a healthcare services colossus that spans everything from pharmaceutical benefits to providing outpatient care and analytics to both affiliated and third-party customers.
Employees: 400,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
125% more first-time investments, than exits
New positions opened: 427 | Existing positions closed: 190
5% more funds holding
Funds holding: 3,418 [Q3] → 3,579 (+161) [Q4]
5% more call options, than puts
Call options by funds: $5.58B | Put options by funds: $5.31B
0.79% more ownership
Funds ownership: 86.79% [Q3] → 87.57% (+0.79%) [Q4]
7% less repeat investments, than reductions
Existing positions increased: 1,362 | Existing positions reduced: 1,462
11% less capital invested
Capital invested by funds: $466B [Q3] → $413B (-$53.3B) [Q4]
36% less funds holding in top 10
Funds holding in top 10: 311 [Q3] → 198 (-113) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Truist Securities David Macdonald 62% 1-year accuracy 61 / 99 met price target | 45%upside $660 | Buy Maintained | 11 Apr 2025 |
Mizuho Ann Hynes 75% 1-year accuracy 18 / 24 met price target | 43%upside $650 | Outperform Maintained | 9 Apr 2025 |
Wells Fargo Stephen Baxter 41% 1-year accuracy 13 / 32 met price target | 45%upside $660 | Overweight Maintained | 28 Jan 2025 |
Financial journalist opinion
Based on 114 articles about UNH published over the past 30 days
