Added to YB: 2026-02-02
Pitch date: 2026-01-29
UNH [neutral]
UnitedHealth Group Incorporated
-2.93%
current return
Author Info
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Company Info
UnitedHealth Group Incorporated operates as a health care company in the United States and internationally.
Market Cap
$248.7B
Pitch Price
$289.85
Price Target
N/A
Dividend
3.23%
EV/EBITDA
13.56
P/E
20.71
EV/Sales
0.70
Sector
Health Care Providers and Services
Category
N/A
Earnings Review: $UNH
UNH (earnings - downgrade): Medicare Advantage facing regulatory squeeze w/ ~0% proposed 2027 rate increase vs rising medical costs. Guiding -2% 2026 rev, +8% EPS. Strategic reset: serving 1.3-1.4M fewer Medicare members. AI targeting $1B savings. Cheap at ~4.5% FCF yield but await CMS final rates in April before new positions.
Read full article (2 min)