UnitedHealth Group: Uncertainties Through 2025 Reiterate Buy Opportunity


  • UNH’s sideways trade remains a gift after the regulatory probe/ cyberattack, with things remaining uncertain through 2025.
  • Despite near-term challenges, the management reports double beat FQ1’24 earnings, offered an optimistic FY2024 guidance, and raises dividend by +11.7%.
  • With UNH still trading near to its 10Y P/E mean, the stock remains a compelling Buy here, with great upside potential and expanded forward dividend yields.
  • Assuming that it can counter these near-term headwinds, we believe that the health care company may emerge much stronger by 2025, aided by the Brazil divestiture.
  • We will also be highlighting a few metrics to look out for in the upcoming FQ2’24 earnings call on July 16, 2024, with it underscoring the health of UNH’s businesses along with near-term prospects.

Show me the money! Many hands holding up US dollars


We previously covered UnitedHealth Group (NYSE:UNH) in March 2024, discussing why it was an even more attractive Buy after the regulatory probe/cyberattack, as the discounted valuations and stock pullback offered expanded upside potential and dividend yields for an

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

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