UnitedHealth Group Incorporated (UNH)
Why I'm Buying More UnitedHealth Than Centene
UnitedHealth Group stands out as the preferred pick over Centene due to scale, diversification, and higher profitability. UNH's integrated model and Optum platform provide more growth avenues and resilience compared to CNC's focus on government-sponsored programs. While CNC trades at a discount, UNH's stronger margins, return on equity, and diversified revenue streams justify its premium valuation.
Unlocking UnitedHealth's Potential: How Value-Based Care Could Drive Future Profits
I remain bullish on UNH for long-term investors, despite current margin pressures and regulatory risks, due to its strong fundamentals and revenue growth. The transition to a Value-Based Care (VBC) model is a key strategic shift that will take time but promises significant profitability improvements once mature. Short-term risks include negative margins in early VBC cohorts, regulatory hurdles, and challenges in accurately estimating medical costs, but these are manageable.
Why UnitedHealth Group Stock Soared on Tuesday
UnitedHealth Group (UNH) was the best-performing stock in the Dow Jones Industrial Average and the S&P 500 on Tuesday after the health care giant said the vast majority of its Medicare Advantage enrollees are likely to qualify for bonus payments from the federal government.
Top Stock Movers Now: UnitedHealth Group, Fox, Freeport-McMoRan, and More
The Dow, S&P 500, and Nasdaq were little changed at midday Tuesday following a report showing weaker-than-anticipated job growth. That raised speculation the Federal Reserve could move next week to cut interest rates more than previously thought.
UnitedHealth: This Is The Healthcare Investment Of The Decade
UnitedHealth's stock is deeply undervalued after a tough 2025, but market pessimism exceeds the company's actual fundamentals. A major premium repricing cycle in 2026 should restore margins and profitability, positioning UnitedHealth for a strong recovery. Valuation multiples are at decade lows, free cash flow is robust, and the dividend yield is near record highs, making this an attractive entry point.
Cyberattack Hangover: Senators Question UnitedHealth's Loan Playbook
Senators question UNH over tough loan repayment demands post-cyberattack, adding to regulatory and cost pressures.
UnitedHealth: Path To $400+ By FY 2026 End
Current cost headwinds and EPS dip are temporary, with EPS recovery expected within a few quarters as deferred care normalizes. UNH's balance sheet is robust, with ample liquidity and manageable debt, positioning it well to weather temporary cost challenges. At a 34% upside to fair value, risks from political headwinds are likely priced in, making the current valuation highly attractive.
Why Is UnitedHealth (UNH) Up 14.2% Since Last Earnings Report?
UnitedHealth (UNH) reported earnings 30 days ago. What's next for the stock?
UnitedHealth's Misdiagnosis: Can Berkshire's Bet Spark a Recovery?
Berkshire's $1.57B bet on UNH sparks investor interest, but soaring costs, weak earnings and legal woes still cloud recovery hopes.
UnitedHealth Invests in Behavioral Health: A Bet on Future Demand?
UNH expands behavioral health with Optum's digital tools, partnerships and integrated care to tap rising demand.
UnitedHealth: 2026 Repricing Will Be A Game Changer
UNH's stock collapse is a rare blue-chip event, driven by temporary cost spikes and cyclical headwinds, not a broken business model. Insider and smart money buying—including Berskshire Hathaway's $1.6B stake—signals deep value and a contrarian opportunity at current depressed valuations. Optum's vertical integration and earnings power create a moat; at current prices, I believe the insurance business is essentially free.
UnitedHealth: UNH Stock To $600?
With Warren Buffett's endorsement renewing investor confidence, the debate shifts from how low UnitedHealth stock could fall to how high it might rebound. At roughly 12 times trailing adjusted earnings versus a three-year average of 25 times, a climb from around $300 to above $600 is plausible—levels the stock touched just a few months ago, before things went south.
