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UnitedHealth: Watch The Recovery In Action
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UnitedHealth: Watch The Recovery In Action

Seeking Alpha·Treading Softly·26 days ago
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Home Dividends Analysis Dividend Ideas Healthcare  Summary UnitedHealth Group is executing a robust turnaround, with Q1 2026 revenue up 2% to $111.7 billion and EPS beating consensus at $7.23. UNH's aggressive repricing, AI-driven efficiencies, and strategic exits support raised 2026 EPS guidance to at least $18.25, with double-digit growth expected through 2028. Shares trade at a forward PE of 19.3, below the 10-year average, implying a 6% discount to a $369 fair value and potential double-digit annualized returns. Key risks include DOJ antitrust investigations, False Claims Act litigation, and Medicaid margin pressures, which could materially impact future profitability and valuation. This idea was discussed in more depth with members of my private investing community, The Dividend Kings. Learn More » Tom Werner/DigitalVision via Getty Images Co-authored by Kody's Dividends I find the Olympics to be an extremely interesting example of human achievement.…

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