Berkshire Exits Entire Stake in UnitedHealth Group
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Source: NASDAQ.COM
- Portfolio Adjustment: Berkshire Hathaway completely sold its 5 million shares of UnitedHealth Group in Q1 2026, indicating uncertainty about the healthcare stock's future performance, despite its over 40% rise since April.
- Core Investments Intact: While exiting UnitedHealth, Abel has not made significant changes to Berkshire's core investments, maintaining stakes in traditional quality assets like American Express and Coca-Cola, reflecting a commitment to long-term value.
- New Investment Directions: Proceeds from the sales likely flowed into new positions in Delta Airlines and Macy's, while also significantly increasing investments in Alphabet, indicating a focus on technology and consumer sectors.
- Future Growth Risks: UnitedHealth's management acknowledges that the company's turnaround is ongoing, and if future earnings growth fails to meet the 12.3% expectation, the stock could drop below $300 per share, reflecting market caution regarding its future performance.
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Analyst Views on UNH
Wall Street analysts forecast UNH stock price to rise
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 382.530
Low
330.00
Averages
397.82
High
444.00
Current: 382.530
Low
330.00
Averages
397.82
High
444.00
About UNH
UnitedHealth Group Incorporated is a healthcare and well-being company. Its segments include Optum Health, Optum Insight, Optum Rx, and UnitedHealthcare, which includes UnitedHealthcare Employer & Individual, UnitedHealthcare Medicare & Retirement and UnitedHealthcare Community & State. Optum Health provides comprehensive and patient-centered care, addressing the physical, mental, and social well-being. Optum Health delivers primary, specialty and surgical care and helps patients and providers navigate and address complex, chronic and behavioral health needs. Optum Insight connects the healthcare system with services, analytics and platforms that make clinical, administrative and financial processes simpler and more efficient for all participants in the healthcare system. Optum Rx offers a range of pharmacy care services through retail pharmacies, through home delivery, specialty and community health pharmacies and the provision of in-home and community-based infusion services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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