UNH

Snapshot

mcap $364.1B · fwd P/E 18.1 · P/S 0.8 · rev +0% y/y · margin 3% · short 1.9% of float · beta 0.6 · 73% of 52w range

Active theses holding UNH

Healthcare supercycle caused by aging population

An aging population with fewer caregivers increases demand for healthcare services.

by Devner_Dave · 0 backers

0.53

AI sentiment

Φ 0.90

Recent news

UNH Concentration Risk Hidden in Popular Funds

UnitedHealth (UNH) has become a hidden concentrated position in many popular funds after a 50% annual return, with a 31% surge in the last three months. The stock trades 25% above its 200-day moving average at 22 times f

Jul 21, 2026

UnitedHealth faces hidden risk from rising commercial costs

UnitedHealth's stock trades near 52-week highs after a 50% gain over the past year and a raised full-year outlook, but analysts are pressing on a worsening margin divergence. On the latest earnings call, management confi

Jul 20, 2026

UnitedHealth Group Q2 Earnings Beat, Guidance Raised

UnitedHealth Group raised its full-year 2026 adjusted EPS guidance to $19.50–$20.00, up from at least $18.25, after reporting strong Q2 earnings that beat analyst estimates by 31%. Adjusted EPS came in at $6.38, compared

Jul 16, 2026

UnitedHealth Group Stock Rises on Strong Q1 Results and Raised Guidance

UnitedHealth Group stock surged 8% in pre-market trading after the company reported Q2 2026 results that showed a loss of 965,000 Medicare Advantage members since the end of 2025, yet raised full-year adjusted EPS guidan

Jul 16, 2026

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