Billionaire investors were quite active in the second quarter, with many of the big names going after a relatively narrow basket of stocks. ...

Core Insights - Macquarie Asset Management's "Macquarie Large Cap Growth Fund" reported a positive return of 11.24% in Q2 2025, but underperformed the Russell 1000 Growth Index, which returned 17.84% [1] - The fund highlighted UnitedHealth Group Incorporated (NYSE:UNH) as a significant stock, which had a one-month return of 10.44% but lost 41.28% over the past 52 weeks [2] - UnitedHealth Group's revenue for Q2 2025 was nearly $112 billion, reflecting a 13% increase year-over-year [4] Fund Performance - The Macquarie Large Cap Growth Fund experienced volatility due to government policy changes and geopolitical events but ended the quarter with robust equity market performance [1] - The Fund's Institutional Class shares underperformed compared to the benchmark index [1] UnitedHealth Group Analysis - UnitedHealth Group is the largest health insurance company in the U.S., facing challenges such as increased utilization and coding issues affecting reimbursement [3] - The company is expected to self-correct these issues over time as it adjusts premiums and benefits [3] - UnitedHealth Group is ranked 18th among the 30 Most Popular Stocks Among Hedge Funds, with 159 hedge fund portfolios holding its shares at the end of Q2 2025 [4]

This story was originally published on Healthcare Dive. To receive daily news and insights, subscribe to our free daily Healthcare Dive newsletter. Name: Sandeep Dadlani Previous title: Executive vice president and chief digital and technology officer, UnitedHealth New title: CEO, Optum Insight Dadlani started as chief executive of Optum Insight last week, the executive announced in a LinkedIn post saying he’s “honored and privileged” to step into the role. Dadlani first joined UnitedHealth in 2022 as the ...

UnitedHealth Group Incorporated (NYSE:UNH) is one of the stocks Jim Cramer recently gave takes on. A caller asked if the stock is still a buy, and Cramer remarked: “Okay, so UNH, when I read that they are throwing their weight around in Washington and spending a lot of time with the, in the executive offices and really spending a, really making a point of touching bases with all the people who might be able to rub up against some of the people who are trying to hurt them, like maybe prosecutors, it makes ...

This player could be a great recovery story.Investors love to have a look at what stocks billionaires are buying and selling. And the reason is simple. Billionaires generally are experts, having demonstrated their ability over time to pick out the right stocks and turn investments into wealth -- for themselves and for clients. The idea is that by following some of their moves, we, too, may see the value of our portfolios take off.Of course, not every move will be right for us. A particular billionaire, for ...

Core Viewpoint - UnitedHealth Group has implemented a solid turnaround plan and is showing signs of recovery after a challenging start to the year, making it an attractive investment opportunity for dividend-focused investors [1][16]. Group 1: Stock Performance - UnitedHealth Group stock was the top performer in the S&P 500 in August 2025, rising over 24% despite being down 32% year-to-date [1][2]. - The stock's price-to-earnings ratio is currently significantly below its five-year median, indicating attractive valuation levels [12]. Group 2: Dividend Information - UnitedHealth Group maintains a strong dividend yield of 2.5%, with a payout that has increased by 34% over the last three years [2][14]. - The company reaffirmed its dividend of $2.21 per share despite recent stock declines, showcasing its commitment to returning value to shareholders [14]. Group 3: Challenges Faced - The company faced significant challenges in 2025, including unexpected costs from new Medicare Advantage patients, leading to a missed earnings expectation and a lowered full-year outlook [5]. - The abrupt resignation of CEO Andrew Witty and subsequent withdrawal of annual guidance due to rising medical costs further impacted stock performance [6]. Group 4: Positive Developments - Following a difficult period, UnitedHealth Group announced a "fundamental reorientation" of the business, including premium increases and cost control measures utilizing artificial intelligence [9][8]. - Berkshire Hathaway's investment of 5 million shares in UnitedHealth Group, valued at $1.7 billion, is seen as a vote of confidence in the company's recovery [10]. Group 5: Future Outlook - The company is expected to meet or exceed expectations in 2026, supported by a solid plan to increase profits and reduce expenses [16]. - A significant portion of UnitedHealth Group's Medicare Advantage plans is projected to achieve quality ratings of at least four stars, alleviating investor concerns [11].

Group 1 - UnitedHealth Group Incorporated (NYSE:UNH) is recognized as one of the 12 best dividend-paying stocks to buy now, highlighting its strong position in the market [1] - The company operates primarily through its UnitedHealthcare division for insurance products and its Optum unit for healthcare services, establishing itself as a major player in the healthcare industry [2] - Despite facing significant challenges, including a major data breach linked to its subsidiary Change Healthcare and leadership changes, the company's appeal remains strong due to its consistent dividend payments [3][4] Group 2 - UnitedHealth Group has increased its dividends for 14 consecutive years, currently paying a quarterly dividend of $2.21 per share, resulting in a dividend yield of 2.63% as of September 19 [4]

Group 1 - The article discusses the author's previous prediction regarding UnitedHealth's stock performance, stating it would continue to decline for the rest of the year, which has not materialized as expected [1] - The author emphasizes a generalist investment approach, focusing on sectors with perceived alpha potential compared to the S&P 500, with typical holding periods ranging from a few quarters to multiple years [1] - The research methodology includes maintaining comprehensive spreadsheets with historical financial data, key metrics, guidance trends, and performance indicators, while also monitoring industry news and reports [1] Group 2 - The author prefers not to build discounted cash flow (DCF) models for long-term projections, believing it adds limited value, and instead focuses on assessing a company's historical performance and outlook on key valuation drivers [1]

Group 1 - The article provides a top-down analysis of the healthcare sector, focusing on industry metrics related to value, quality, and momentum [1] - It aims to assist in analyzing ETFs such as the Health Care Select Sector SPDR ETF [1] - The author, Fred Piard, has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1] Group 2 - The article does not provide specific company or stock performance data, nor does it include any investment recommendations [2][3]

Group 1 - The article provides a top-down analysis of the healthcare sector, focusing on industry metrics related to value, quality, and momentum [1] - It aims to assist in analyzing ETFs such as the Health Care Select Sector SPDR ETF [1] - The author, Fred Piard, has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1] Group 2 - The article does not provide any specific company or stock performance data or metrics [2][3]