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UNH

Snapshot
mcap $365.3B · fwd P/E 17.5 · P/S 0.8 · rev -0% y/y · margin 4% · short 1.7% of float · beta 0.6 · 73% of 52w range

Active theses holding UNH

Recent news

UnitedHealthcare may exit 34 counties; surgery coverage at risk
UnitedHealthcare may exit 34 counties in 12 states in 2027, affecting about 20,000 Medicare Advantage members, according to a preliminary filing. A 72-year-old woman with a knee replacement scheduled for January faces un
Sep 30, 2026
UnitedHealth stock bets on margin recovery despite risks
UnitedHealth stock trades at 22.5 times past-year earnings, a multiple that assumes a margin recovery that has not yet occurred. Operating margins have fallen for three straight years, from 8.8% to 4.8%. The consensus fo
Sep 29, 2026
AI Chip Stock Momentum Rally Questioned for 2026
In a Q&A format, Zacks Investment Research's Chief Equity Strategist John Blank addressed whether the AI chip stock momentum rally will persist into 2026. He noted that semiconductors and AI ETFs lead in the Price/Book c
Sep 23, 2026
Auxier Highlights UnitedHealth's AI Integration in Insurance Industry
In its Q2 2026 investor letter, Auxier Asset Management highlighted UnitedHealth Group's successful integration of AI into its operations, citing tens of thousands of hours saved through automation and reduced clinician
Sep 15, 2026
UnitedHealth stock up 41% but margins not fully recovered
UnitedHealth stock has risen 41% since early March to about $400, but the company's recovery is incomplete. Medicare margins improved, expected to finish 2026 above 3% with a 1.1 million member reduction, while Optum Hea
Sep 03, 2026
Eagle Capital Sees UnitedHealth Turnaround Under CEO Hemsley
Eagle Capital Management, in its Q2 2026 investor letter, highlighted a turnaround at UnitedHealth Group under CEO Stephen Hemsley, who returned to lead the company last year. The firm noted that managed care companies l
Sep 03, 2026
UNH Stock Mixed as IRS Tax Scrutiny Offsets Strong Returns
UnitedHealth Group shares have gained 31.8% over the past year, but the stock faces mixed signals in 2026. AM Best affirmed the company's credit and financial strength ratings, supporting confidence in its balance sheet.
Sep 02, 2026
UnitedHealth Rallies on Plan to Drop Prior-Authorization for 30% of Services
UnitedHealth Group shares have pulled back 15% from a July peak of $461.62, trading below $400 as of late September, after gaining 19% year-to-date and 34.7% over six months. The stock is now at about 21.7 times forward
Sep 01, 2026

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