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)
81% more first-time investments, than exits
New positions opened: 237 | Existing positions closed: 131
17% more funds holding in top 10
Funds holding in top 10: 266 [Q2] → 312 (+46) [Q3]
11% more capital invested
Capital invested by funds: $435B [Q2] → $483B (+$47.5B) [Q3]
2% more funds holding
Funds holding: 3,338 [Q2] → 3,399 (+61) [Q3]
1% less repeat investments, than reductions
Existing positions increased: 1,384 | Existing positions reduced: 1,401
7% less call options, than puts
Call options by funds: $4.67B | Put options by funds: $5.04B
2.91% less ownership
Funds ownership: 92.76% [Q2] → 89.85% (-2.91%) [Q3]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Wells Fargo Stephen Baxter 31% 1-year accuracy 12 / 39 met price target | 21%upside $660 | Overweight Maintained | 28 Jan 2025 |
Barclays Andrew Mok 42% 1-year accuracy 28 / 67 met price target | 18%upside $642 | Overweight Maintained | 17 Jan 2025 |
Keybanc Steve Barger 44% 1-year accuracy 14 / 32 met price target | 19%upside $650 | Overweight Reiterated | 17 Jan 2025 |
Cantor Fitzgerald Sarah James 33% 1-year accuracy 42 / 127 met price target | 28%upside $700 | Overweight Reiterated | 17 Jan 2025 |
Truist Securities David Macdonald 65% 1-year accuracy 63 / 97 met price target | 12%upside $610 | Buy Maintained | 6 Jan 2025 |
Financial journalist opinion
Based on 85 articles about UNH published over the past 30 days