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瑞穗和巴克莱等多家投行上调联合健康目标价
尽管因医疗成本高昂、司法部调查及CEO突然离职等问题,但该股在过去一个月已反弹超过7%。推动 近期复苏的积极因素包括:沃伦.巴菲特旗下的伯克希尔.哈撒韦公司披露其持有股份。公司重申了其盈 利指引。公司"联邦医疗保险优势计划"的星级评定获得了利好更新。 瑞穗分析师Ann Hynes将目标价从300美元大幅上调至430美元,并维持"买入"评级。巴克莱分析师 Andrew Mok将目标价从352美元上调至386美元,同样重申"买入"评级。伯恩斯坦分析师Lance Wilkes将 目标价从379美元上调至433美元,并确认"买入"评级。 在联合健康公司第三季度财报之前,多位华尔街分析师上调了其股票的目标价,显示出市场对该公司业 绩改善的乐观情绪日益增长。 ...
大涨,巴菲特“抄底”保险巨头
Zheng Quan Shi Bao· 2025-08-15 12:07
Core Viewpoint - Despite nearing retirement, Buffett's ability to identify valuable investments remains strong, as evidenced by significant stock purchases in the second quarter by Berkshire Hathaway, particularly in UnitedHealth Group, which saw a notable pre-market surge of over 12% [1][4]. Group 1: UnitedHealth Group - UnitedHealth Group's stock price has experienced a dramatic decline of over 50% in the past 12 months, resulting in a market value loss of nearly $270 billion [4]. - The company is currently under investigation by the U.S. Department of Justice regarding its Medicare Advantage billing practices, with allegations of improper diagnosis coding to inflate patient risk scores for higher reimbursements [6]. - Following a series of scandals and disappointing earnings reports, UnitedHealth's management underwent significant changes, including the appointment of a new CEO after a 27% stock price drop in May [6][4]. - Buffett's Berkshire Hathaway acquired over 5 million shares of UnitedHealth in the second quarter, with a market value of approximately $1.57 billion at the end of the quarter [7]. Group 2: Other Stocks Purchased by Berkshire Hathaway - In addition to UnitedHealth, Berkshire Hathaway also made significant purchases in six other stocks during the second quarter, including Nucor Steel (over 6.6 million shares), Lennar (over 7 million shares), and D.R. Horton (148,500 shares) [10]. - The total market value of these new positions at the end of the second quarter was approximately $3.65 billion [10]. - Other stocks that saw price increases in the pre-market include Nucor Steel (over 7%), Lennar (over 6%), and D.R. Horton (over 5%) [10].
大涨!巴菲特“抄底”保险巨头
Zheng Quan Shi Bao· 2025-08-15 11:33
尽管临近退休,但巴菲特点石成金的能力依然强大。 巴菲特旗下伯克希尔.哈撒韦公司二季度大举买入的6只股票,周五开盘前均出现不同程度的上涨。其中,联合健康集团股票周五盘前更是大涨超12%。 | 联合健康集团(UNITEDHEALTH) < W | | | | --- | --- | --- | | UNH.N | | | | 27 1 . 4 9 0 量 2501.1万 股本 9.06亿 市盈 11.5 | | 万得 | | -0.320 -0.12% 换 2.76% 市值1 2459亿 市净 2.60 | | 盘口 | | 盘前 305.260 +33.770 +12.44% | | 美东 06:18 ▼ | | 盘前▼ 五日 日K 周K 月K | | 更多 (0) | | ෆ加 均价:306.214 | | | | 1307.818 | 13.34% 卖一 305.690 | 43 | | 买一 305.140 | | 0 | | 15:59 271.450 | | 289 | | 15:59 271.450 1085 | | | | 271.490 | 0.00% 15:59 271.450 18 | | ...