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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.…