Professional
Added to YB: 2025-07-16
Pitch date: 2025-07-14
UNH [bullish]
UnitedHealth Group Incorporated
-4.16%
current return
Author Info
Company Info
UnitedHealth Group Incorporated operates as a health care company in the United States and internationally.
Market Cap
$248.7B
Pitch Price
$293.56
Price Target
375.00 (+33%)
Dividend
3.23%
EV/EBITDA
13.56
P/E
20.71
EV/Sales
0.70
Sector
Health Care Providers and Services
Category
value
Bristlemoon Global Fund Portfolio new position: UnitedHealth Group Incorporated
UNH (new position): Buy at ~50% discount post Q1 earnings implosion. Largest US healthcare company facing challenges in Medicare Advantage: elevated utilization at UHC, risk adjustment issues and V28 transition problems at OptumHealth. Estimated 2025 EPS $22-22.5 vs consensus $21.9. Management targeting growth in 2026 (~$24-25 EPS). PT $375 (12-15x 2026E EPS).
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