UnitedHealth Group Incorporated (UNH)
Summary
UNH Chart
UnitedHealth: Why This Healthcare Giant May Keep Sinking For The Rest Of The Year
My bearish thesis on UnitedHealth Group Incorporated is playing out, with margins and earnings deteriorating as expected after Q2 FY25 results. The onus is on management to prove this is the bottom. Management's disappointing FY25 revenue guidance adds to challenges, making a turnaround story unlikely in the near term. Valuations may appear reasonable and even low depending on how you look at it, but I believe eroding earnings fundamentals make this a "no-go" for buys.
UnitedHealth Stock Is A Strong Buy Amid Unfavorable Medical Trends (Upgrade)
Despite a double earnings miss, I am upgrading UnitedHealth Group Incorporated stock to Strong Buy due to its long-term growth potential and resilient fundamentals. UNH's current valuation prices in excessive pessimism; I believe earnings will recover as premium repricing and cost controls take effect. Management's transparency, share repurchases, and a growing dividend support my conviction in UNH's ability to outperform the S&P 500 over time.
UnitedHealth Group Incorporated (UNH) Q2 2025 Earnings Call Transcript
UnitedHealth Group Incorporated (NYSE:UNH ) Q2 2025 Earnings Conference Call July 29, 2025 8:45 AM ET Company Participants Bobby Hunter - CEO of Government Programs & Head of Medicare Insurance - Corporate Participant Daniel J. Schumacher - President Daniel Roger Kueter - Chief Executive Officer of UnitedHealthcare Employer & Individual - Corporate Participant Dhivya Suryadevara - Chief Executive Officer of Optum Financial Services - Corporate Participant Krista Nelson - Chief Executive Officer of UnitedHealthcare Community & State - Corporate Participant Timothy John Noel - Chief Executive Officer of UnitedHealthcare Business John F.
UnitedHealth Group Incorporated Dividends
| UNH In 1 month Estimated | Quarterly | $2.21 Per Share |
| UNH 1 month ago Paid | Quarterly | $2.21 Per Share |
| UNH 4 months ago Paid | Quarterly | $2.1 Per Share |
| UNH 7 months ago Paid | Quarterly | $2.1 Per Share |
| UNH 10 months ago Paid | Quarterly | $2.1 Per Share |
| UNH 17 Jun 2024 Paid | Quarterly | $2.1 Per Share |
UnitedHealth Group Incorporated Earnings
| 21 Oct 2025 (In 2 months) Date | | 4.93 Cons. EPS | - EPS |
| 13 Oct 2025 (In 2 months) Date | | 5.2 Cons. EPS | - EPS |
| 29 Jul 2025 Date | | 4.45 Cons. EPS | - EPS |
| 14 Jul 2025 Date | | - Cons. EPS | - EPS |
| 14 Apr 2025 Date | | - Cons. EPS | - EPS |
| UNH In 1 month Estimated | Quarterly | $2.21 Per Share |
| UNH 1 month ago Paid | Quarterly | $2.21 Per Share |
| UNH 4 months ago Paid | Quarterly | $2.1 Per Share |
| UNH 7 months ago Paid | Quarterly | $2.1 Per Share |
| UNH 10 months ago Paid | Quarterly | $2.1 Per Share |
| UNH 17 Jun 2024 Paid | Quarterly | $2.1 Per Share |
| 21 Oct 2025 (In 2 months) Date | | 4.93 Cons. EPS | - EPS |
| 13 Oct 2025 (In 2 months) Date | | 5.2 Cons. EPS | - EPS |
| 29 Jul 2025 Date | | 4.45 Cons. EPS | - EPS |
| 14 Jul 2025 Date | | - Cons. EPS | - EPS |
| 14 Apr 2025 Date | | - Cons. EPS | - EPS |
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UnitedHealth Group Incorporated Profile
| Medical - Healthcare Plans Industry | Healthcare Sector | Stephen J. Hemsley CEO | NYSE Exchange | 91324P102 Cusip |
| US Country | 400,000 Employees | 16 Jun 2025 Last Dividend | 31 May 2005 Last Split | 26 Oct 1984 IPO Date |
Overview
UnitedHealth Group Incorporated stands as a multifaceted healthcare enterprise in the United States, demonstrating a comprehensive approach to healthcare delivery and innovation. Established in 1974 and headquartered in Minnetonka, Minnesota, the company has expanded its services across four primary segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. Each segment caters to different facets of healthcare, ranging from health benefit plans and services for a diverse set of clients including national employers, public sector employers, mid-sized, small businesses, and individuals, to advanced technology and information products that transform healthcare practices. The organization is dedicated to improving healthcare outcomes, making health services more accessible, and driving efficiencies within the healthcare system.
Products and Services
- UnitedHealthcare
- Optum Health
- Optum Insight
- Optum Rx
Offers consumer-oriented health benefit plans and services tailored for a broad audience ranging from national employers to individuals. It specializes in healthcare coverage and wellness services, focusing on the needs of individuals aged 50 and older, Medicaid plans, children’s health insurance, and providing healthcare benefits to economically disadvantaged and medically underserved communities, including those lacking employer-funded healthcare coverage.
Delivers a spectrum of care delivery, care management, wellness and consumer engagement services. Optum Health is aimed at empowering patients and consumers, enhancing the operations of care delivery systems, and serving providers, employers, payers, and public-sector entities with innovative health financial services.
Provides a wide array of software and information products, advisory consulting, and managed services outsourcing contracts. This segment is designed to support hospital systems, physicians, health plans, governments, life sciences companies, and other organizations by offering tools and services that optimize operational efficiency, financial performance, and care quality.
Focuses on pharmacy care services and programs, encompassing retail network contracting, home delivery services, specialty and community pharmacy services, infusion services, as well as purchasing and clinical capabilities. Optum Rx is dedicated to improving pharmacy care through innovative programs in areas like step therapy, formulary management, drug adherence, and comprehensive disease and drug therapy management.
Contact Information
