Should You Buy, Hold, or Sell UnitedHealth Group (UNH) Stock After Its Recent Rally?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 19 2025
0mins
Source: NASDAQ.COM
Stock Performance: UnitedHealth Group's stock (UNH) is down 40% year-to-date but has increased over 20% this month due to investments from Warren Buffett's Berkshire Hathaway and other hedge fund managers.
Value Investing Insight: Buffett's investment in UNH reflects a classic value investing strategy, seeing potential long-term value despite the company's current challenges, including a DOJ investigation and high medical costs.
Earnings Projections: The company has revised its fiscal 2025 EPS guidance downward significantly, with FY26 EPS estimates also dropping nearly 30%, raising concerns among investors about future profitability.
Investment Alternatives: Analysts suggest that for those wary of UNH's volatility, investing in the iShares U.S. Healthcare Providers ETF (IHF) may provide a safer exposure to the healthcare sector.
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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: 278.910
Low
330.00
Averages
397.82
High
444.00
Current: 278.910
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 offers comprehensive and patient-centered care, addressing the physical, mental, social, and financial well-being. Optum Health delivers primary, specialty and surgical care; 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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- Public Demand: Cuban describes the bill as a 'no brainer' on social media, urging President Trump to support the legislation, emphasizing that any Congress member opposing it does not want lower healthcare costs for Americans, reflecting strong public demand for healthcare reform.
- Antitrust Measures: Modeled after the 1933 Glass-Steagall Act, the bill seeks to prohibit common ownership among insurance companies, PBMs, and medical providers, aiming to combat monopolistic practices by 'Big Medicine' and protect the interests of working Americans.
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