Unitedhealth Group Incorporated Stock Analysis
UNH Stock | USD 486.18 5.05 1.03% |
UnitedHealth Group Incorporated is undervalued with Real Value of 521.19 and Target Price of 558.19. The main objective of UnitedHealth Group stock analysis is to determine its intrinsic value, which is an estimate of what UnitedHealth Group Incorporated is worth, separate from its market price. There are two main types of UnitedHealth Group's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect UnitedHealth Group's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of UnitedHealth Group's stock to identify patterns and trends that may indicate its future price movements.
The UnitedHealth Group stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. UnitedHealth Group is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. UnitedHealth Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and UnitedHealth Group's ongoing operational relationships across important fundamental and technical indicators.
UnitedHealth |
UnitedHealth Stock Analysis Notes
About 90.0% of the company outstanding shares are owned by institutional investors. The book value of UnitedHealth Group was at this time reported as 100.18. The company has Price/Earnings To Growth (PEG) ratio of 1.24. UnitedHealth Group recorded earning per share (EPS) of 16.36. The entity last dividend was issued on the 8th of March 2024. The firm had 2:1 split on the 31st of May 2005. UnitedHealth Group Incorporated operates as a diversified health care company in the United States. UnitedHealth Group Incorporated was incorporated in 1977 and is based in Minnetonka, Minnesota. Unitedhealth operates under Healthcare Plans classification in the United States and is traded on New York Stock Exchange. It employs 350000 people. For more information please call Andrew Witty at 952 936 1300 or visit https://www.unitedhealthgroup.com.UnitedHealth Group Quarterly Total Revenue |
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UnitedHealth Group Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. UnitedHealth Group's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding UnitedHealth Group Incorporated or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
UnitedHealth Group generated a negative expected return over the last 90 days | |
The company has 67.44 B in debt with debt to equity (D/E) ratio of 0.59, which is OK given its current industry classification. UnitedHealth Group has a current ratio of 0.76, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist UnitedHealth Group until it has trouble settling it off, either with new capital or with free cash flow. So, UnitedHealth Group's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like UnitedHealth Group sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for UnitedHealth to invest in growth at high rates of return. When we think about UnitedHealth Group's use of debt, we should always consider it together with cash and equity. | |
Over 90.0% of UnitedHealth Group outstanding shares are owned by institutional investors | |
On 19th of March 2024 UnitedHealth Group paid $ 1.88 per share dividend to its current shareholders | |
Latest headline from finance.yahoo.com: UnitedHealth CEO to testify before US House panel on cyberattack at tech unit |
UnitedHealth Group Upcoming and Recent Events
Earnings reports are used by UnitedHealth Group to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to UnitedHealth Group previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
12th of April 2024 Upcoming Quarterly Report | View | |
12th of July 2024 Next Financial Report | View | |
31st of March 2024 Next Fiscal Quarter End | View | |
10th of January 2025 Next Fiscal Year End | View | |
31st of December 2023 Last Quarter Report | View | |
31st of December 2023 Last Financial Announcement | View |
UnitedHealth Largest EPS Surprises
Earnings surprises can significantly impact UnitedHealth Group's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2000-02-10 | 1999-12-31 | 0.1 | 0.11 | 0.01 | 10 | ||
1999-08-05 | 1999-06-30 | 0.09 | 0.1 | 0.01 | 11 | ||
2000-10-27 | 2000-09-30 | 0.12 | 0.14 | 0.02 | 16 |
UnitedHealth Group Thematic Classifications
In addition to having UnitedHealth Group stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Obamacare RepealLarge healthcare related equities associated with Obamacare |
UnitedHealth Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as UnitedHealth Group is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading UnitedHealth Group Incorporated backward and forwards among themselves. UnitedHealth Group's institutional investor refers to the entity that pools money to purchase UnitedHealth Group's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares | Alliancebernstein L.p. | 2023-12-31 | 12 M | Capital Research & Mgmt Co - Division 3 | 2023-12-31 | 11.9 M | Goldman Sachs Group Inc | 2023-12-31 | 11.2 M | Bank Of America Corp | 2023-12-31 | 11.1 M | Norges Bank | 2023-12-31 | 11 M | Royal Bank Of Canada | 2023-12-31 | 10 M | Northern Trust Corp | 2023-12-31 | 9.6 M | Legal & General Group Plc | 2023-12-31 | 8.5 M | Bank Of New York Mellon Corp | 2023-12-31 | 8.3 M | Vanguard Group Inc | 2023-12-31 | 83.9 M | Blackrock Inc | 2023-12-31 | 72.4 M |
UnitedHealth Market Capitalization
The company currently falls under 'Mega-Cap' category with a total capitalization of 452.88 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate UnitedHealth Group's market, we take the total number of its shares issued and multiply it by UnitedHealth Group's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.UnitedHealth Profitablity
UnitedHealth Group's profitability indicators refer to fundamental financial ratios that showcase UnitedHealth Group's ability to generate income relative to its revenue or operating costs. If, let's say, UnitedHealth Group is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, UnitedHealth Group's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of UnitedHealth Group's profitability requires more research than a typical breakdown of UnitedHealth Group's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.04 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.08 %, which entails that for every 100 dollars of revenue, it generated $0.08 of operating income. Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.14 | 0.09 | |
Return On Capital Employed | 0.18 | 0.15 | |
Return On Assets | 0.08 | 0.06 | |
Return On Equity | 0.25 | 0.26 |
Management Efficiency
UnitedHealth Group has Return on Asset of 0.0709 % which means that on every $100 spent on assets, it made $0.0709 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1722 %, implying that it generated $0.1722 on every 100 dollars invested. UnitedHealth Group's management efficiency ratios could be used to measure how well UnitedHealth Group manages its routine affairs as well as how well it operates its assets and liabilities. The UnitedHealth Group's current Return On Equity is estimated to increase to 0.26, while Return On Tangible Assets are projected to decrease to 0.09. As of now, UnitedHealth Group's Total Current Assets are increasing as compared to previous years. The UnitedHealth Group's current Intangible Assets is estimated to increase to about 16 B, while Non Currrent Assets Other are projected to decrease to under 10.9 B.Last Reported | Projected for Next Year | ||
Book Value Per Share | 95.64 | 100.42 | |
Net Current Asset Value | 0.00 | 0.00 | |
Tangible Asset Value | 0.00 | 0.00 | |
Tangible Book Value Per Share | (21.56) | (20.48) | |
Enterprise Value Over EBITDA | 14.60 | 8.83 | |
Price Book Value Ratio | 5.50 | 3.18 | |
Enterprise Value Multiple | 14.60 | 8.83 | |
Price Fair Value | 5.50 | 3.18 | |
Enterprise Value | 477.9 B | 501.8 B |
The analysis of UnitedHealth Group's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze UnitedHealth Group's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of UnitedHealth Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0153 | Forward Dividend Yield 0.0153 | Forward Dividend Rate 7.52 | Beta 0.558 |
Technical Drivers
As of the 24th of April, UnitedHealth Group has the Variance of 2.75, coefficient of variation of (2,966), and Risk Adjusted Performance of (0.01). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of UnitedHealth Group, as well as the relationship between them. In other words, you can use this information to find out if the company will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We were able to interpolate thirteen technical drivers for UnitedHealth Group Incorporated, which can be compared to its competition. Please validate UnitedHealth Group variance and potential upside to decide if UnitedHealth Group is priced more or less accurately, providing market reflects its prevalent price of 486.18 per share. Given that UnitedHealth Group has information ratio of (0.09), we advise you to double-check UnitedHealth Group Incorporated's current market performance to make sure the company can sustain itself at a future point.UnitedHealth Group Price Movement Analysis
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. UnitedHealth Group middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for UnitedHealth Group. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
UnitedHealth Group Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific UnitedHealth Group insiders, such as employees or executives, is commonly permitted as long as it does not rely on UnitedHealth Group's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases UnitedHealth Group insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Andrew Witty over three months ago Payment of 372 shares by Andrew Witty of UnitedHealth Group subject to Rule 16b-3 | ||
Andrew Witty over six months ago Acquisition by Andrew Witty of 100 shares of UnitedHealth Group subject to Rule 16b-3 |
UnitedHealth Group Outstanding Bonds
UnitedHealth Group issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. UnitedHealth Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most UnitedHealth bonds can be classified according to their maturity, which is the date when UnitedHealth Group Incorporated has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
UNITEDHEALTH GROUP INC Corp BondUS91324PAR38 | View | |
UNITEDHEALTH GROUP INC Corp BondUS91324PCZ36 | View | |
UNITEDHEALTH GROUP INC Corp BondUS91324PCY60 | View | |
UNITEDHEALTH GROUP INC Corp BondUS91324PCX87 | View | |
UNITEDHEALTH GROUP INC Corp BondUS91324PCW05 | View | |
UNITEDHEALTH GROUP INC Corp BondUS91324PCV22 | View | |
UNITEDHEALTH GROUP INC Corp BondUS91324PCR10 | View | |
UNITEDHEALTH GROUP INC Corp BondUS91324PCQ37 | View |
UnitedHealth Group Predictive Daily Indicators
UnitedHealth Group intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of UnitedHealth Group stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Accumulation Distribution | 68887.05 | |||
Daily Balance Of Power | (0.54) | |||
Rate Of Daily Change | 0.99 | |||
Day Median Price | 489.64 | |||
Day Typical Price | 488.49 | |||
Price Action Indicator | (5.99) | |||
Period Momentum Indicator | (5.05) |
UnitedHealth Group Corporate Filings
22nd of April 2024 Other Reports | ViewVerify | |
8K | 17th of April 2024 An amendment to a previously filed Form 8-K | ViewVerify |
8K | 16th of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 3rd of April 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 28th of March 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 21st of March 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
FWP | 20th of March 2024 A written communication used by offering participants to offer securities to the public or to solicit securities transactions. | ViewVerify |
19th of March 2024 Other Reports | ViewVerify |
UnitedHealth Group Forecast Models
UnitedHealth Group's time-series forecasting models are one of many UnitedHealth Group's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary UnitedHealth Group's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About UnitedHealth Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how UnitedHealth Group prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling UnitedHealth shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as UnitedHealth Group. By using and applying UnitedHealth Stock analysis, traders can create a robust methodology for identifying UnitedHealth entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | 0.08 | 0.06 | |
Operating Profit Margin | 0.09 | 0.06 | |
Net Profit Margin | 0.06 | 0.04 | |
Gross Profit Margin | 0.24 | 0.29 |
Current UnitedHealth Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. UnitedHealth analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. UnitedHealth analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
558.19 | Strong Buy | 27 | Odds |
Most UnitedHealth analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand UnitedHealth stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of UnitedHealth Group, talking to its executives and customers, or listening to UnitedHealth conference calls.
UnitedHealth Stock Analysis Indicators
UnitedHealth Group Incorporated stock analysis indicators help investors evaluate how UnitedHealth Group stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading UnitedHealth Group shares will generate the highest return on investment. By understating and applying UnitedHealth Group stock analysis, traders can identify UnitedHealth Group position entry and exit signals to maximize returns.
Begin Period Cash Flow | 23.4 B | |
Long Term Debt | 58.3 B | |
Common Stock Shares Outstanding | 938 M | |
Total Stockholder Equity | 88.8 B | |
Tax Provision | 6 B | |
Quarterly Earnings Growth Y O Y | 0.16 | |
Property Plant And Equipment Net | 11.4 B | |
Cash And Short Term Investments | 29.6 B | |
Cash | 25.4 B | |
Accounts Payable | 32 B | |
Net Debt | 42 B | |
50 Day M A | 488.5016 | |
Total Current Liabilities | 99.1 B | |
Other Operating Expenses | 339.3 B | |
Non Current Assets Total | 200 B | |
Forward Price Earnings | 15.7729 | |
Non Currrent Assets Other | 17.3 B | |
Stock Based Compensation | 1.1 B |
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When running UnitedHealth Group's price analysis, check to measure UnitedHealth Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UnitedHealth Group is operating at the current time. Most of UnitedHealth Group's value examination focuses on studying past and present price action to predict the probability of UnitedHealth Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move UnitedHealth Group's price. Additionally, you may evaluate how the addition of UnitedHealth Group to your portfolios can decrease your overall portfolio volatility.
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Is UnitedHealth Group's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of UnitedHealth Group. If investors know UnitedHealth will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about UnitedHealth Group listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.16 | Dividend Share 7.52 | Earnings Share 16.36 | Revenue Per Share 411.257 | Quarterly Revenue Growth 0.086 |
The market value of UnitedHealth Group is measured differently than its book value, which is the value of UnitedHealth that is recorded on the company's balance sheet. Investors also form their own opinion of UnitedHealth Group's value that differs from its market value or its book value, called intrinsic value, which is UnitedHealth Group's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because UnitedHealth Group's market value can be influenced by many factors that don't directly affect UnitedHealth Group's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between UnitedHealth Group's value and its price as these two are different measures arrived at by different means. Investors typically determine if UnitedHealth Group is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UnitedHealth Group's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.