The latest trading day saw UnitedHealth Group (UNH) settling at $302.01, representing a -1.69% change from its previous close.
I'm bullish on UNH due to its diversified business model, driving strong revenue growth and resilience amid Medicaid budget cuts and sector volatility. Despite federal healthcare cuts, UnitedHealth is gaining new clients and expanding in self-funded and senior care, reflecting strong demand for its innovative offerings. Financials are robust: Q1'25 revenues are up 8.7% YoY, margins improving, low debt risk, and the stock trades at a discount to peers despite superior profitability.
UnitedHealth's selloff is a market overreaction to temporary Medicare Advantage headwinds, not a sign of permanent impairment in its business model. UNH's diversified revenue streams, especially Optum's 43% profit contribution, provide stability and growth, making the current valuation highly attractive. Temporary utilization spikes from deferred care and premium-driven behavior are expected to normalize, while 2026 repricing should restore margins and profitability.
![]() UNH 5 days ago | Other | €1.92 Per Share |
![]() UNH 3 months ago | Other | €1.82 Per Share |
![]() UNH 6 months ago | Other | €1.82 Per Share |
![]() UNH 9 months ago | Other | €1.82 Per Share |
![]() UNH 17 Jun 2024 | Other | €1.82 Per Share |
29 Jul 2025 (38 Days) Date | | 4.91 Cons. EPS | - EPS |
14 Jul 2025 (23 Days) Date | | - Cons. EPS | - EPS |
14 Apr 2025 Date | | - Cons. EPS | - EPS |
10 Jan 2025 Date | | - Cons. EPS | - EPS |
15 Oct 2024 Date | | - Cons. EPS | - EPS |
![]() UNH 5 days ago | Other | €1.92 Per Share |
![]() UNH 3 months ago | Other | €1.82 Per Share |
![]() UNH 6 months ago | Other | €1.82 Per Share |
![]() UNH 9 months ago | Other | €1.82 Per Share |
![]() UNH 17 Jun 2024 | Other | €1.82 Per Share |
29 Jul 2025 (38 Days) Date | | 4.91 Cons. EPS | - EPS |
14 Jul 2025 (23 Days) Date | | - Cons. EPS | - EPS |
14 Apr 2025 Date | | - Cons. EPS | - EPS |
10 Jan 2025 Date | | - Cons. EPS | - EPS |
15 Oct 2024 Date | | - Cons. EPS | - EPS |
Medical - Healthcare Plans Industry | Healthcare Sector | Mr. Stephen J. Hemsley CEO | XBER Exchange | US91324P1021 ISIN |
US Country | 400,000 Employees | 16 Jun 2025 Last Dividend | 31 May 2005 Last Split | 26 Oct 1984 IPO Date |
UnitedHealth Group Incorporated stands as a multifaceted healthcare enterprise in the United States, demonstrating a comprehensive approach to healthcare delivery and innovation. Established in 1974 and headquartered in Minnetonka, Minnesota, the company has expanded its services across four primary segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. Each segment caters to different facets of healthcare, ranging from health benefit plans and services for a diverse set of clients including national employers, public sector employers, mid-sized, small businesses, and individuals, to advanced technology and information products that transform healthcare practices. The organization is dedicated to improving healthcare outcomes, making health services more accessible, and driving efficiencies within the healthcare system.
Offers consumer-oriented health benefit plans and services tailored for a broad audience ranging from national employers to individuals. It specializes in healthcare coverage and wellness services, focusing on the needs of individuals aged 50 and older, Medicaid plans, children’s health insurance, and providing healthcare benefits to economically disadvantaged and medically underserved communities, including those lacking employer-funded healthcare coverage.
Delivers a spectrum of care delivery, care management, wellness and consumer engagement services. Optum Health is aimed at empowering patients and consumers, enhancing the operations of care delivery systems, and serving providers, employers, payers, and public-sector entities with innovative health financial services.
Provides a wide array of software and information products, advisory consulting, and managed services outsourcing contracts. This segment is designed to support hospital systems, physicians, health plans, governments, life sciences companies, and other organizations by offering tools and services that optimize operational efficiency, financial performance, and care quality.
Focuses on pharmacy care services and programs, encompassing retail network contracting, home delivery services, specialty and community pharmacy services, infusion services, as well as purchasing and clinical capabilities. Optum Rx is dedicated to improving pharmacy care through innovative programs in areas like step therapy, formulary management, drug adherence, and comprehensive disease and drug therapy management.