UnitedHealth Stock News

I initiate my coverage on UNH with a hold rating. Despite attractive valuation, with the P/E near 2014 levels and EV/EBITDA ~30% below sector median, I prefer to wait until the pessimism clears out. My main concern is the reinstated FY 2025 guidance at much lower EPS and the DOJ scrutiny. Overall, I don't believe the headwinds are fully priced in.

Key Points in This Article: Warren Buffett seeks stocks with strong fundamentals undervalued due to market fear.

UNH stands out among peers for its strong dividend yield, consistent FCF generation, and expected double-digit dividend growth, making it my top healthcare pick. Despite recent setbacks—poor earnings, DOJ investigation, and reputational hits—I view these as temporary, presenting a long-term buying opportunity at a bargain price. Valuation models show UNH is trading at a 31% discount to fair val...

Berkshire Hathaway's $1.6B stake signals confidence in UnitedHealth, driving a sharp rally after a year of heavy declines and episodic setbacks. UNH's fundamentals remain robust: strong cash flow, scale, and attractive valuation metrics versus peers, despite recent profit pressures and cost overruns. Key catalysts include guidance stabilization, Medicare Advantage pricing, and operational impro...

Warren Buffett's investing method is often touted as being in the value camp, but he credits Charlie Munger for changing his tune, from looking for deep-value stocks to finding great companies at fair prices. However, when a deep-value opportunity presents itself, Buffett is quick on the uptake.

What goes up can come down. Most investors have experienced this first-hand with stocks in their portfolio.

At the close of each calendar quarter, financial institutions managing over $100 million are required to file a Form 13F with the Securities and Exchange Commission (SEC). These disclosures detail the stocks that Wall Street's "smart money" has been buying and selling -- giving investors a rare window into where professional money managers see opportunity.

UnitedHealth: One Of The Best Risk-To-Reward Ratio On The Market