Professional
Added to YB: 2025-07-16
Pitch date: 2025-07-14
UNH [bullish]
UnitedHealth Group Incorporated
+40.17%
current return
Author Info
Company Info
UnitedHealth Group Incorporated operates as a health care company in the United States and internationally.
Market Cap
$340.3B
Pitch Price
$290.12
Price Target
375.00 (-8%)
Dividend
2.45%
EV/EBITDA
13.88
P/E
24.40
EV/Sales
0.87
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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