Orin
UNHNYSE·Medical - Healthcare Plans

UnitedHealth Group Incorporated UNH

Market cap $336.7BP/E 23.9× trailingGross margin 22.5%Reports Tue 13 Oct, before the open
$371.29
−1.66 (−0.45%)Wed close 16:00 ET
52-wk $255.97 – $461.62
Watch
Orin's take
0.62conviction · moderate
Refreshed 27 Aug · take v6. A new filing or a print queues the next refresh.

UnitedHealth remains a buy as the FY2025 margin trough—operating margin compressed to 4.2% with EPS falling to $13.23 from $23.86 in 2023—appears to be bottoming, supported by a positive smart-money score of 0.39 as of Q2 2026 (up from -0.15 in Q1 2026) and new institutional positions including Barrow Hanley's $607.7M stake. Revenue growth of 11.8% in FY2025 to $447.6B demonstrates top-line resilience, and at 25.8x earnings versus a peer median of 34.0x, the stock trades at a 24% discount despite its diversified platform.

The 24-month insider net buying of $278.8M across 192 transactions reinforces internal confidence, though recent August sales by the Optum CEO and CAO warrant monitoring.

What could go wrong

  • Margin recovery stalls. Gross margin fell from 24.5% in 2023 to 18.5% in FY2025; if medical cost trends reaccelerate, operating margin may not recover from the current 4.2% level.
  • EPS erosion continues. EPS has declined two consecutive years—from $23.86 (2023) to $15.51 (2024) to $13.23 (2025)—and a third year of declines would undermine the recovery narrative.
  • Recent insider selling. The Optum CEO sold shares on August 5 and August 21, 2026, and the CAO sold on August 11, 2026, which could signal near-term caution despite the broader 24-month net-buy pattern.
  • High-profile exits. David Tepper sold every UNH share in Q2 2026 per recent reporting, and while other institutions are entering, marquee exits can pressure sentiment.

What would change my mind

Q3 2026 margin expansion. Operating margin in Q3 2026 exceeds 5.0%, confirming the recovery from the FY2025 trough of 4.2%bullish
Medical cost ratio deterioration. UnitedHealthcare medical care ratio rises above prior guidance, indicating cost trends are not under controlbearish
Stock breaks below 200-day MA. UNH closes below $349 (200-day MA) on sustained volume, signaling loss of the recovery uptrendbearish
Smart money score turns negative. Q3 2026 13F composite smart-money score falls below 0, reversing the positive trend seen in Q2 2026bearish

Where this comes from: derived_metrics FY2025 vs FY2023 · fundamentals FY2025 and FY2023 · derived_metrics FY2025 revenue_growth_yoy; fundamentals FY2025 · peer_relative. Orin's read on UNH; not advice.

Twelve months actual closes to 2026-09-23 · actual filings

Sept 25Nov 25Jan 26Mar 26May 26Jul 26

50-day average 200-day average · volume below

Largest holders · 13F Q2 2026

Money flow
FilerPositionOf fund
Vanguard Capital Management$24.7B0.5% of fund
State Street$19.0B0.6% of fund
Capital World Investors$12.4B1.5% of fund
Fmr$11.6B0.5% of fund
Vanguard Portfolio Management$10.2B0.5% of fund
Price T Rowe Associates /Md/$9.6B1.0% of fund

198 filers · quarter ended Q2 2026 · positions, not flows

Insiders, last 24 months: 193 Form 4 filings, net $277.7M. Of the 50 on hand, 0 were open-market purchases and 3 sales— the rest are grants, option exercises and tax withholding.

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Where it trades

vs its own 5y · Healthcare
MetricNowOwn medianSector
P/E23.9×24.9×26.4×
EV/EBITDA14.8×16.6×
P/S0.75×1.31×
P/B3.4×5.5×

Its P/E sits 20th percentile of its own last 5 years (−0.66σ from its own mean).

What the price assumes

8.4%

free-cash-flow growth every year for 10 years, discounted at 10%, is what today’s price implies — starting from $16.1B of trailing free cash flow. It is an assumption the market is making, not a forecast Orin is making.

What Wall Street published

52 firms · 2026-09-23
Consensus target

$474

$373$529 · +28% against today's price

How they rate it
  • 43 buy or overweight
  • 7 hold
  • 2 underweight or sell

The analysts’ consensus and their own ratings, not Orin’s. A target is a twelve-month opinion published by the firm that wrote it.

Against the companies it is compared to

median P/E 33.3× of 7 peers
CompanyMarket capP/EEV/EBITDAGrossNetROE
UNHUnitedHealth Group Incorporated$337B23.9×14.8×22.5%3.1%15%
ABTAbbott Laboratories$179B33.3×20.8×56.8%11.6%11%
CICigna Corporation$71B11.1×8.2×11.7%2.3%15%
CVSCVS Health Corporation$110B22.4×13.0×14.2%1.2%6%
ELVElevance Health Inc.$86B17.7×13.4×39.0%2.5%11%
HUMHumana Inc.$45B35.2×17.1×13.7%0.9%7%
MRKMerck & Co., Inc.$366B117.5×29.8×75.4%4.8%7%
TMOThermo Fisher Scientific Inc.$246B35.7×26.0×41.0%15.1%13%

The median is of the 7 peers listed above and nothing else — check it against the column. This company trades 28.3% below it. The peer set is the vendor’s, so a company can appear here that a person would not have chosen.

What it has traded at

P/E by fiscal year
FY14 17.5×FY25 25.0×

What its sector has traded at

Healthcare
FY14 6.5×FY26 28.6×

Two scales, drawn separately on purpose: a sector median and one company’s multiple are not the same number and putting them on one axis invites a comparison neither series supports.

Discounted cash flow

not recomputed since
ModelFair valueAgainstComputed
Standard DCF$186$406.07 · −54%2026-06-10
Levered DCF$305$406.07 · −25%2026-06-10

The vendor’s intrinsic-value models. Treat them as a low-growth anchor — for a fast grower the market routinely pays well above a DCF. These were computed against the price in the “against” column, not today’s.

Every estimate on one scale

price $371.29
52-week range$256 – $462
Analyst targets$373 – $529
Standard DCF$186 as of 2026-06-10, when it was $406.07
Levered DCF$305 as of 2026-06-10, when it was $406.07
At own 5y-median P/E (25×)$387
At 5y P/E range (22–33×)$339 – $507
At sector P/E (26×)$411

The vertical rule is the current price. Ranges and point estimates are the backend’s, published as they were calculated; an arrow means the estimate sits beyond this scale, and its number is on the right.