UnitedHealth(UNH)

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X @Investopedia
Investopedia· 2025-08-15 20:00
UnitedHealth shares surged Friday after Warren Buffett’s Berkshire Hathaway revealed a stake in the embattled healthcare giant. Monitor these major chart levels. https://t.co/H0kBLPjPqX ...
David Tepper's Hedge Fund Bets On Intel, UnitedHealth; Cuts Position In Four Mag 7 Stocks
Benzinga· 2025-08-15 19:59
The Appaloosa hedge fund, run by Carolina Panthers owner David Tepper, revealed several new stock positions in the second quarter, including a couple of airline stocks.Here's a look at the new positions and the top changes made in the second quarter.UAL is demonstrating bullish strength. Find out here.New PositionsIn the second quarter, Appaloosa took new stakes in several companies across a diverse range of sectors. Here are the new stock positions listed below:Intel Corp INTCRTX Corp RTXIQVIA Holdings IQV ...
Why UnitedHealth Stock Is Skyrocketing Today (Hint: Warren Buffett)
The Motley Fool· 2025-08-15 18:50
Core Insights - UnitedHealth Group's stock has surged by 13.8% following Berkshire Hathaway's acquisition of 5 million shares valued at $1.6 billion, making it the 18th-largest position in Berkshire's portfolio [1][2] - Despite the stock increase, UnitedHealth is facing significant financial challenges, including a substantial earnings per share miss and rising medical care costs, leading to the suspension of guidance [3] - The company is also dealing with leadership instability due to the sudden departure of its CEO and ongoing investigations by the Department of Justice into its Medicare billing practices [5] Group 1 - UnitedHealth's stock price increased significantly due to Berkshire Hathaway's investment [1][2] - The investment surprised Wall Street given UnitedHealth's ongoing issues [2] - The company has suspended its financial guidance amid worsening financial conditions [3] Group 2 - UnitedHealth's recent quarterly report indicated a troubling financial outlook [3] - The company is experiencing leadership challenges with the CEO's unexpected departure [5] - UnitedHealth is under scrutiny from the Department of Justice for its Medicare billing practices [5]
Buffett sparks UnitedHealth's biggest stock surge in 17 years
Fox Business· 2025-08-15 18:45
Group 1 - Warren Buffett has taken a $1.6 billion stake in UnitedHealthcare Group, leading to a significant increase in its share price, which is on track for its best one-day percentage gain since 2008, despite being down over 50% in the past year [1][2] - Following Buffett's investment, there has been increased interest in healthcare ETFs, specifically the Vanguard Health Care Index Fund ETF and the Health Care Select Sector SPDR Fund [2][3] - Berkshire Hathaway, Buffett's investment firm, is known for investing in undervalued businesses with long-term potential [5] Group 2 - UnitedHealthcare Group is currently under investigation by the Department of Justice, which has added to its challenges, alongside the fallout from the murder of executive Brian Thompson [6] - The murder of Thompson has drawn significant attention to the healthcare insurance system in the U.S., with Luigi Mangione charged in connection with the crime [6]
UnitedHealth: Burry, Buffett, Tepper Go Long As Halvorsen Exits
Benzinga· 2025-08-15 18:35
UnitedHealth Group Inc UNH has transformed from Wall Street darling to crisis headline. Yet ironically, a who's-who of investors doubled down on the stock in Q2 even as volatility reigns.Track UNH stock here.Hedge Funds Loading Up On UNH StockMichael Burry's Scion Asset Management arrived in force with a fresh call option bet and 20,000 UNH shares. This makes UNH nearly 19% of his disclosed holdings.David Tepper's Appaloosa LP sharply boosted its stake by 1,300% to 2.45 million shares (worth ~$764 million). ...
UnitedHealth's Best Day Since 2008, Intel's Best Weekly Gain In Decades: What's Moving Markets Friday?
Benzinga· 2025-08-15 17:46
Market Overview - Major tech-heavy indices experienced declines, with the S&P 500 and Nasdaq 100 down 0.3% and 0.6% respectively, influenced by cautious investor sentiment ahead of the Trump-Putin meeting and a dip in consumer confidence [1] - The Dow Jones outperformed, rising 0.2% to surpass the 45,000-point mark, driven by a rally in pharmaceutical stocks [2] Company Performance - Intel Corp. (INTC) saw a significant increase of 7% as reports emerged that the U.S. administration is considering taking a stake in the company to enhance domestic chip manufacturing, marking a 26% rise for the week, the largest weekly gain since January 1975 [2] - UnitedHealth Group Inc. (UNH) was the standout performer, surging 14% after Berkshire Hathaway disclosed its purchase of shares, recovering from a previous decline of over 40% year-to-date [3][10] - The Health Care Select Sector SPDR Fund (XLV) outperformed the market, increasing by 1.88%, with notable gains in pharmaceutical stocks such as Centene Corp. (CNC) up 6.2%, Moderna Inc. (MRNA) up 6.63%, and Molina Healthcare Inc. (MOH) up 4.88% [10] Economic Indicators - Retail sales for July increased by 0.5% month-over-month, aligning with forecasts, but consumer sentiment dropped to 58.6 in August from 61.7 in July, missing expectations [4] - Inflation expectations rose, with the one-year outlook increasing to 4.9% from 4.5% and the five-year measure rising to 3.9% from 3.4% [4]
X @Investopedia
Investopedia· 2025-08-15 17:30
Warren Buffett's Berkshire Hathaway increased its holdings in UnitedHealth Group stock, and also added positions in D.R. Horton, Lamar Advertising, and Nucor. https://t.co/flN4RYZ22W ...
Trade Tracker: Stepanie Link buys UnitedHealth
CNBC Television· 2025-08-15 17:16
the granular stock level example of what went on bigger in the bigger picture this week. And I wouldn't I wouldn't be surprised if that continues. >> I mean, if you you know, if you look at Unh and the news that has driven this stock to look like it does today and for the Dow, for that matter, to look like it does is because Berkshire Hathaway has been buying and revealed that they have a position in United Health.The stock has obviously not traded well over the last six months. Plus, Appaloosa, according t ...
Buffett's Mystery Buy Revealed, and It's a Big Bet on UNH
MarketBeat· 2025-08-15 17:05
Core Viewpoint - Berkshire Hathaway's recent investment in UnitedHealth Group, amounting to $1.6 billion for five million shares, signals a potential turnaround for the company despite its current challenges [1][4][13] Investment Context - UnitedHealth's stock had fallen nearly 50% in 2025 prior to the investment announcement, reflecting a troubled reputation and ongoing investigations into its Medicare billing practices [4][5] - The company has faced significant operational setbacks, including the withdrawal of its annual earnings outlook and a disappointing new outlook that contributed to further stock declines [5][6] Market Sentiment - The investment by Warren Buffett aligns with his strategy of purchasing undervalued companies during periods of negative sentiment, suggesting that the market may have overreacted to UnitedHealth's challenges [6][13] - Other notable investors, including Michael Burry and David Tepper, have also increased their stakes in UnitedHealth, indicating a shift in sentiment among institutional investors [7][10] Financial Metrics - UnitedHealth currently has a dividend yield of 3.25% and a strong 15-year record of dividend growth, with a payout ratio of 38.3%, indicating financial discipline [9] - The stock is trading at 11.5 times projected 2027 earnings, significantly below historical averages, suggesting potential undervaluation [11] Analyst Ratings - UnitedHealth holds a Moderate Buy consensus rating from Wall Street analysts, with an average price target of $366.52, representing nearly 30% upside from recent trading levels [8]