UnitedHealth Group is rated Buy, with the worst seemingly behind and a clear path to margin recovery and earnings growth from 2026 onward. UNH's 2025 headwinds - higher medical expense ratio, Medicare Advantage pressures, and regulatory scrutiny - are being addressed through repricing, plan exits, and portfolio optimization. Valuation remains compelling: UNH trades at multi-year low multiples, with intrinsic value estimated at $843.55 per share, implying 154% upside.
UNH trades below its five-year median P/E as it navigates margin pressure, membership declines and strategic divestments.
UnitedHealth Group (UNH) closed at $323.21 in the latest trading session, marking a -1.99% move from the prior day.
UnitedHealth Group Incorporated is positioned for a multi-year turnaround, with 2026 marking the inflection and 2027 expected to deliver significant margin expansion. UNH's exit from Latin America, including a $1 billion Banmedica sale, strengthens the balance sheet and supports dividends and future buybacks. Despite elevated medical cost ratios and recent earnings pressure, UNH's Q3 revenue grew 12.3%, and management raised 2025 EPS guidance to at least $16.25.
Luigi Mangione has watched surveillance videos of the killing of UnitedHealthcare CEO Brian Thompson at a court appearance.
UnitedHealth Group has agreed to sell its last South American business Banmedica to Brazilian private equity group Patria Investments for $1 billion, two sources with knowledge of the matter said on Sunday.
UnitedHealth grapples with a surging MCR as Optum's strength steadies results while Washington's policy moves loom large.
CVS's rising margins, stronger guidance and sharper valuation edge make it stand out in the UNH vs. CVS upside debate.
CVS's rising margins, stronger guidance and sharper valuation edge make it stand out in the UNH vs. CVS upside debate.
UnitedHealth pushes its hybrid care model forward, merging digital tools with in-person care as it extends this approach across global markets.
UnitedHealth's stock plummeted from over $600 to approximately $310-$320 (nearly 50% down) over the last year, and it's not merely market fluctuations. This decline stems from a significant issue centered around one key metric: the Medical Care Ratio (MCR).
UnitedHealth Group (UNH) concluded the recent trading session at $319.97, signifying a +2.71% move from its prior day's close.