As Warren Buffett approaches the end of his tenure as CEO of Berkshire Hathaway (NYSE: BRK.A) , his investment moves continue to serve as a key indicator for investors seeking profitable, long-term plays.Now, while Buffett has made notable shifts in his portfolio over the years, investors with modest capital of $100 can mirror his investments by purchasing some of his recent stock picks with potential for growth.To this end, Finbold has identified the following two equities worth considering.UnitedHealth (N ...

Group 1: Stock Performance - UnitedHealth Group (UNH) stock increased by 1.83% to $360.20, outperforming the S&P 500's daily gain of 0.01% [1] - Over the past month, UNH stock has risen by 13.96%, leading the Medical sector's gain of 4.67% and the S&P 500's gain of 4.83% [1] Group 2: Upcoming Earnings - The earnings report for UnitedHealth Group is expected on October 28, 2025, with an anticipated EPS of $2.87, down 59.86% from the prior-year quarter [2] - Quarterly revenue is projected to be $113.48 billion, reflecting a 12.55% increase from the year-ago period [2] Group 3: Full Year Estimates - For the full year, analysts expect earnings of $16.21 per share and revenue of $448.78 billion, indicating changes of -41.4% and +12.12% respectively from last year [3] Group 4: Analyst Estimates and Zacks Rank - Recent modifications to analyst estimates for UnitedHealth Group indicate evolving short-term business trends, with positive revisions suggesting analyst optimism [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks UnitedHealth Group as 4 (Sell) [6] Group 5: Valuation Metrics - UnitedHealth Group has a Forward P/E ratio of 21.83, which is a premium compared to the industry average Forward P/E of 15.1 [7] - The company has a PEG ratio of 2.28, while the average PEG ratio for Medical - HMOs stocks is 1.5 [7] Group 6: Industry Context - The Medical - HMOs industry has a Zacks Industry Rank of 213, placing it in the bottom 14% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Group 1 - UnitedHealth Group Incorporated (NYSE:UNH) is recognized as one of the Top 10 Long-Term Stocks to Invest In according to David Tepper [1] - Bernstein has reaffirmed its Buy rating for UnitedHealth Group, maintaining a price target of $379 [1][3] - UBS also maintains a Buy rating on UnitedHealth Group with a price target of $378, citing optimism following the company's reaffirmation of 2025 guidance despite recent management changes [3] Group 2 - Analyst Lance Wilkes from Bernstein sees strong short-term potential in UnitedHealth, highlighting its stability and earnings upside [2] - The company operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx, positioning it as a leading healthcare company in the U.S. [4] - The average price target for UnitedHealth Group, based on analysts' estimates, is $325, indicating a potential downside of almost 5.88% from current levels [4]

Market Overview - The S&P 500 has reached its 30th record close, driven by prospects for lower interest rates and a strong second quarter earnings season [1][2] - Initial earnings growth estimates for the quarter were around 5% year-over-year, but actual growth was nearly double that [2] - Tariff fears are subsiding, and the recent passage of a significant bill is expected to positively impact earnings and stock prices [2] Economic Conditions - Concerns remain regarding the government shutdown and its potential impact on the economy, although past shutdowns have not significantly affected equity markets [4][5] - The labor market is showing signs of softening, but it is not viewed as a major concern at this time [5] Company Insights - **Levi Strauss**: The company has been added to a value dividend strategy due to its attractive fundamental valuation. It has successfully navigated tariff challenges by diversifying operations and focusing on product lines [6][7] - **Valero Energy**: As a downstream refinery, Valero is less affected by crude oil prices and has benefited from favorable crack spreads. The closure of a refinery in California due to regulatory costs is expected to improve future earnings [8][9][10] - **United Health**: The stock has shown strong momentum, with a five-day winning streak. Analysts are becoming more optimistic about the company following federal investigations, and its recent confirmation in the CMS star program is expected to positively impact revenues and profits [10][12] Market Sentiment - There is a belief that high valuations do not preclude further market advances, with a focus on earnings being crucial for future performance [13][14] - The third quarter earnings are anticipated to show a year-over-year growth rate of about 7%, which could help maintain market momentum [15] - The market is beginning to see a broadening of leadership beyond the top-performing companies [15][16] Federal Reserve Outlook - The Federal Reserve is not expected to make significant moves in the near term, as the economy remains strong and inflation is relatively tame [17][18] - Companies are starting to lay off employees as a response to tariffs, indicating a shift in labor market dynamics [18]

Core Viewpoint - UnitedHealth Group's upcoming third-quarter earnings report on October 28 is crucial for determining whether the stock's recent rally will continue or reverse [1]. Group 1: Earnings and Stock Performance - The company has faced challenges with rising medical costs, leading to missed expectations and a significant 30% decline in stock price this year [2]. - The stock is currently trading at a low price-to-earnings (P/E) multiple of 15, significantly below its five-year average of 25 and the average for the S&P 500 [3]. - UnitedHealth's updated guidance projects adjusted earnings per share for the full year to be at least $16, indicating a strong and profitable business [4]. Group 2: Investment Considerations - The current low valuation provides a margin of safety for investors, limiting downside risk in case of disappointing earnings [4]. - Given the negative news already priced into the stock, a deep decline post-earnings is unlikely unless unexpected issues arise [4]. - The stock is viewed as a good long-term investment opportunity at its discounted price [5].

(Bloomberg) -- A UnitedHealth Group Inc. shareholder has filed a proposal to require an independent board chair distinct from the chief executive officer, roles that were combined when Stephen Hemsley returned to lead the company this year. The proposal from a nonprofit advocacy group called the Accountability Board, if approved by shareholders, would ask the board to amend the company’s bylaws to codify an independent board chair. “We were very disturbed to see recently that at such a trying time for Un ...

A UnitedHealth shareholder proposed on Friday that the healthcare group should adopt a policy to require an independent board chair, a role now held by CEO Stephen Hemsley. ...

每经AI快讯，10月3日，道指涨幅扩大至1%，再创历史新高。成分股中，强生涨近2%，股价创历史新 高。联合健康涨超3%。 （文章来源：每日经济新闻） ...

Group 1 - UnitedHealth Group (NYSE: UNH) saw a 3.4% increase, making it the largest gainer among the 30 Dow components [1] - Leerink Partners raised the target price for UnitedHealth Group to $402 [1] - EPS expectations for 2026 and 2027 have also been upgraded by Leerink Partners [1]

A UnitedHealth shareholder has filed a proposal to require an independent board chair distinct from the chief executive officer, roles that were combined when Stephen Hemsley returned to lead the company this year https://t.co/JTiHDzE5US ...