UNH
Snapshot
mcap $338.0B · fwd P/E 16.7 · P/S 0.8 · rev +0% y/y · margin 3% · short 1.6% of float · beta 0.6 · earnings in 16d · 59% of 52w range
Active theses holding UNH
Recent news
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
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
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
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
UnitedHealth Expands Behavioral Coaching to 13M Members
UnitedHealth Group expanded its child and family behavioral coaching program to 13 million commercial members, adding 5 million individuals at no cost to employers. Launched in 2023, the program addresses low-severity ne
Aug 27, 2026
UNH Stock Dip: Buying Opportunity or Warning Sign?
UnitedHealth Group's stock trades near $393, up about 33% over the past year, but its valuation hinges on a margin recovery that is far from assured. Management raised full-year 2026 adjusted earnings guidance to $19.50-
Aug 21, 2026
Think you know where UNH goes next? Post the thesis and the AI scores it against live news.
Sign up free