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- $369.3BMarket Cap
- 37.49%1-Year Change
- Healthcare PlansIndustry
Unitedhealth Gro (UNH)
Key Performance
More- Earnings Score: 81
- Momentum Score: 17
- True Yield: 51
- Financial Health Score: 0
Latest Research & News
2 Top-Tier Dividend ETFs that Complement Each Other Well to Invest in Right Now
The Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Dividend Appreciation ETF (VIG) are complementary dividend ETFs that together offer both high income and growth potential. SCHD focuses on high-quality dividend-paying companies and offers higher yields, while VIG emphasizes dividend growth and has greater exposure to tech stocks like Apple and Microsoft, providing better stock price appreciation.
06/21/2026, 10:30 AM • The Motley Fool
The global healthcare services market is projected to grow from USD 8.62 trillion in 2025 to USD 20.10 trillion by 2035, with a CAGR of 8.87%. Growth is driven by rising chronic disease prevalence, aging populations, and digital healthcare adoption including telehealth and AI-enabled care. The U.S. market is expected to reach USD 4.93 trillion and Europe USD 6.25 trillion by 2035. Hospital services will dominate with 44% market share, while telehealth services will experience the fastest growth.
06/20/2026, 4:27 AM • GlobeNewswire
1 Top Wall Street Analyst Thinks CVS Health Could Jump Another 13%. Should You Load Up on the Stock?
Mizuho analyst Ann Hynes raised her CVS Health price target to $115 per share, implying 13% upside from current levels. The article suggests CVS could see even greater upside potential, potentially reaching $150 per share if it achieves a valuation multiple similar to UnitedHealth Group, given its transformation into a diversified healthcare services company and expected double-digit earnings growth.
06/15/2026, 4:15 PM • The Motley Fool
Healthcare Added 35,200 Jobs—3 Stocks Positioned to Benefit
The healthcare sector added 35,200 jobs in May, with ambulatory services leading at 25,700 positions and hospitals adding 6,000. This consistent job growth signals sustained demand for healthcare services and revenue opportunities for companies positioned in ambulatory care, managed care, and inpatient rehabilitation. Three stocks are highlighted as beneficiaries of this trend: UnitedHealth Group, HCA Healthcare, and Encompass Health.
06/15/2026, 1:36 PM • Investing
UnitedHealth Group Just Hit a 52-Week High. Is It Too Late to Buy This Soaring Stock?
UnitedHealth Group has rebounded to a 52-week high with a 23% gain year-to-date, driven by better-than-expected Medicare Advantage reimbursement rates and improved margins. However, the stock remains down 34% from two years ago. The company faces significant dependency on government funding, with 44% of revenue from Medicare and Medicaid, creating uncertainty about future profitability if reimbursement rates decline.
06/11/2026, 4:32 PM • The Motley Fool
S&P 500 Selloff Looks More Like Rotation Than Market Breakdown
A stronger-than-expected May jobs report (172,000 payrolls vs. 80,000-105,000 forecast) triggered a market rotation rather than a broad selloff. The strong labor data pushed Treasury yields to 4.54%, reducing rate-cut expectations and hitting rate-sensitive tech stocks. While the Nasdaq fell 1.13% and semiconductor stocks cratered, the Russell 2000 surged 1.45% as money rotated into cyclicals and small caps. The Dow held near record highs, indicating broadening market participation rather than a systemic breakdown.
06/05/2026, 1:36 PM • Investing
UnitedHealth Positioned As AI Leader: Analyst
Morgan Stanley raised UnitedHealth's price target to $453 from $395 and named it a top pick, citing the company's leadership in AI adoption within managed care. The firm believes AI deployment could drive operational improvements, enhance medical loss ratios, and create new revenue opportunities, with potential for roughly 45% average earnings per share upside as efficiencies scale. UnitedHealth shares were trading near their 52-week high.
06/05/2026, 10:05 AM • Benzinga
Why Is UnitedHealth Stock Gaining Thursday?
UnitedHealth Group (UNH) surged 5.14% on Thursday following upgrades from Bank of America Securities (raising price target to $450) and Morgan Stanley (raising to $453). The gains were driven by improved Medicare Advantage rate announcements showing a 2.48% payment increase for 2027, easing medical cost trends, and potential AI-driven benefits for managed care organizations. The company also raised its fiscal 2026 adjusted EPS guidance to over $18.25.
06/04/2026, 1:11 PM • Benzinga
1 Sector Warren Buffett and Greg Abel Are Largely Ignoring -- and Why Investors Shouldn't
Warren Buffett and Greg Abel's Berkshire Hathaway portfolio is notably absent from the healthcare sector, holding only DaVita and recently exiting UnitedHealth Group. The article argues investors should consider healthcare independently, as it offers opportunities across multiple investment styles—from high-growth pharma/biotech plays like Eli Lilly to dividend-paying stalwarts like Johnson & Johnson and Abbott Laboratories that provide steady earnings and income.
06/03/2026, 12:05 PM • The Motley Fool
Berkshire Hathaway's latest 13F filing reveals significant portfolio changes under new CEO Greg Abel, including exits from Visa, Mastercard, UnitedHealth Group, and Amazon. Most notably, Berkshire purchased 39.8 million shares of Delta Air Lines worth $3.28 billion, marking its return to the airline industry after previous losses during COVID-19. The move signals new management implementing different strategies, with Delta trading at attractive valuations below 10x earnings.
06/03/2026, 3:05 AM • The Motley Fool
Greg Abel, Berkshire Hathaway's new CEO, sold the company's entire 5.1 million-share stake in UnitedHealth Group in Q1 2026 as part of portfolio spring cleaning. While UnitedHealth shares have rallied over 40% since the sale, the author argues Abel made the right call given the stock's valuation risks and the company's ongoing turnaround challenges. Berkshire also exited positions in Amazon, Domino's, Mastercard, and Visa while increasing stakes in Alphabet and adding new positions in Delta Airlines and Macy's.
05/27/2026, 3:32 PM • The Motley Fool
Under new CEO Greg Abel, Berkshire Hathaway exited positions in Visa, Mastercard, and Amazon in Q1 2026, but maintained its large Bank of America stake (8% of portfolio, fourth-largest holding). The decision signals Berkshire's preference for fairly-valued traditional banks offering stability and income over expensive fintech companies, suggesting value-focused investing strategy.
05/27/2026, 12:30 PM • The Motley Fool
$663.3 Bn Revenue Cycle Management Market Trends and Global Forecasts Report 2026-2035
The global revenue cycle management (RCM) market is projected to grow at a CAGR of 11.51% from $200.1 billion in 2026 to $663.3 billion by 2035, driven by widespread EHR adoption, shift to value-based care models, and increasing use of AI and automation. North America holds the largest market share due to its complex healthcare system and advanced technology infrastructure. Key players include 3M, Change Healthcare, Optum, and McKesson, though high implementation costs and regulatory complexity present challenges.
05/21/2026, 4:57 AM • GlobeNewswire
Nvidia Earnings Could Decide Whether the AI Trade Still Holds
Markets faced mixed signals as geopolitical tensions eased on Iran sanctions reports, causing oil prices to reverse sharply lower. Bond yields surged globally on inflation concerns, with the 10-year Treasury hitting 4.631%. Nvidia's Wednesday earnings are positioned as the most critical event for the AI capital expenditure cycle, with options pricing a potential 7% move. Key corporate actions include NextEra-Dominion merger announcement, Berkshire Hathaway's portfolio restructuring under new CEO Abel, and Regeneron's failed Phase 3 trial.
05/18/2026, 1:12 PM • Investing
Why Is UnitedHealth Stock Trading Lower On Monday?
UnitedHealth Group (UNH) stock declined 3.05% in premarket trading Monday after Berkshire Hathaway disclosed it liquidated its entire 5 million share position in the healthcare company, held for less than a year. Despite the selloff, UnitedHealth reported strong Q1 2026 results with adjusted earnings of $7.23 (beating $6.58 estimate) and revenues of $111.721 billion. The company is also accelerating AI integration across operations, with plans to invest $1.5 billion in AI this year and reporting a 2-to-1 return on AI investments.
05/18/2026, 9:15 AM • Benzinga
Peers
Statistics
MoreInformation as of 06/23/2026
Company Profile
UnitedHealth Group Incorporated operates as a health care company in the United States and internationally. It operates through four segments: Optum Health, Optum Insight, Optum Rx; and UnitedHealthcare. The Optum Health segment provides care delivery, care management, wellness and consumer engagement, and health financial services with patients, consumers, care delivery systems, providers, employers, payers, and public-sector entities. The Optum Insight segment offers software and information products, advisory consulting arrangements, and managed services outsourcing contracts to hospital systems, physicians, health plans, public entities, life sciences companies and other organizations. The Optum Rx segment provides pharmacy care services and programs, including retail network contracting, home delivery, specialty and community health pharmacy services, infusion, and purchasing and clinical capabilities, as well as develops programs in the areas of step therapy, formulary management, drug adherence, and disease and drug therapy management. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; Medicaid plans, including Temporary Assistance to Needy Families; Children's Health Insurance Programs; Dual SNPs; Long-Term Services and Supports; Aged, Blind and Disabled; and other federal, state, and community health care programs. and health care benefits products and services to state programs caring for the economically disadvantaged, medically underserved, and those without the benefit of employer-funded health care coverage. UnitedHealth Group Incorporated was founded in 1974 and is based in Eden Prairie, Minnesota.
Key Executives
- Timothy John Noel
- Wayne Scott DeVeydt
- Patrick Hugh Conway
- Christopher R. Zaetta
- Erin L. McSweeney
Current Ownership Distribution
- Institutions14.4B (63.11%)
- Mutual Funds8.4B (36.86%)
- Insiders7.3M (0.03%)
- Other0 (0.00%)