Professional
Added to YB: 2026-03-20
Pitch date: 2026-01-27
UNH [neutral]
UnitedHealth Group Incorporated
-0.39%
current return
Author Info
No bio for this author
Company Info
UnitedHealth Group Incorporated operates as a health care company in the United States and internationally.
Market Cap
$261.0B
Pitch Price
$281.53
Price Target
N/A
Dividend
3.07%
EV/EBITDA
14.09
P/E
21.74
EV/Sales
0.73
Sector
Health Care Providers and Services
Category
turnaround
Latitude Global Fund Portfolio Holding: UnitedHealth Group Incorporated
UNH (holding update): Down 33% in 2025 on medical cost trends +7.5% vs +5% budgeted (-$10B impact on $400B spend, 8.3% op margin). New members from weak peers had worse health. Repricing lag ~1-2yr, but Medicare already repriced & Medicaid flowing through. Confident earnings recover sharply by 2027 as largest, lowest-cost MCO w/ 51M members strengthens moat.
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