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NYSE:UNH

UnitedHealth Group Inc (UNH)

400.26
-0.70 (0.17%)
as of Jun 18, 2026, 11:51:10 pm Market Open.
115 watching
0
HOLD

He trimmed it last September to decrease his overall healthcare allocation. UNH has slowing topline and profits, but it's still growing with secular tailwinds, and rising enrollments, so he's holding on. UNH has outperformed all healthcare over the last 12 months by 40%.

DON'T BUY

It provides health care and healthcare insurance products. It is difficult to understand and is just one bad news headline away from destroying its business. He prefers to stay away from Healthcare and has only one - Stryker.

HOLD
He looks for strong growth, cashflows, and stability. He owns, and would recommend looking at.
BUY
The U.S. Healthcare sector is a good place to be. He prefers CVS but UNH is also excellent. More money is spent on healthcare in the U.S. than anywhere else in the world.
BUY
Allan Tong’s Discover Picks UNH is a one-stop shop for health in America by operating insurance, pharmacies and clinics. If there is a caveat, it’s that possible UNH stock has enjoyed too much of a run lately. However, since Boxing Day have retraced from $530 to $489. The street has 11 buys and three holds at a $602.64 price target which is 23% higher than now. Read 3 Defensive Stocks to Catch the Rebound for our full analysis.
BUY
Currently long on the stock as believes healthcare good sector. Required service in healthcare. Value of stock attractive (24x earnings). Small dividend yield at ~2% that is safe.
HOLD
A leader. Always outperforms the S&P 500. Healthcare performed quite well last year, and now there's a bit of rotation out and into higher beta names. Next 12-18 months, you still want healthcare in your portfolio. Defensive capabilities along with growth. 20x forward earnings, 12% growth rate. Yield is 1.3%, which will grow.
DON'T BUY
UNH vs. ELV A better choice is ELV, the old Anthem. It comes down to valuation. While the metrics are similar, the PE is 22-23x for UNH, yet 6 points lower for ELV. Virtually identical performance.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Oct 11/22, Up 0%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UNH has triggered its stop at $500. To remain disciplined, we recommend covering the position at this time.
DON'T BUY
Great. A Republican mid-term win should solidify this and other healthcare insurers, as there won't be the pricing pressure from the Democrats. On valuation, he prefers ELV (the old Anthem) at 6 multiple points cheaper.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Oct 11/22, Up 9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UNH is progressing well. To remain disciplined, we recommend trailing up the stop to $500.
BUY
Its Optum network is picking up steam and it's a stable cash flow generator.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly This defensive holding, UNH, is the largest managed care organization in the US, providing health care plans, pharmacy and analytics services. Recently reported earnings beat analyst expectations and support a 25% ROE. Cash reserves are growing, while stock is being repurchased. We recommend placing a stop-loss at $450, looking to achieve $590 -- upside potential of 16%. Yield 0% (Analysts’ price target is $590.00)
BUY
Healthcare offers both growth and defence. Their valuation remains reasonable and they have pricing power. AbbVie and Merck (his favourite) are also in this group. XLV is down only 12% vs. S&P down 24%.
COMMENT
Will it be affected by a Republican majority? One of the top performers in the S&P for a number of years. Among its peers, you can find other opportunities, equally successful, with less risk from a lower multiple. No political risk either way, as 70% of Americans are happy with their healthcare. See his Top Picks.
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