Professional
Added to YB: 2025-08-01
Pitch date: 2025-07-28
UNH [neutral]
UnitedHealth Group Incorporated
+58.12%
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
$340.3B
Pitch Price
$257.20
Price Target
N/A
Dividend
2.45%
EV/EBITDA
13.88
P/E
24.40
EV/Sales
0.87
Sector
Health Care Providers and Services
Category
turnaround
Show full summary:
Aristotle Large Cap Growth Portfolio Holding: UnitedHealth Group Incorporated
UNH (holding update): Q2 underperformance due to soft Q1 earnings & guidance cut. Two issues: 1) Higher utilization in Medicare Advantage caused elevated medical care ratio, 2) Negative member mix as competitors exited market, leaving high-acuity patients. Management confident both fixable in next rate cycle.
Read full article (1 min)