Is UnitedHealth Group (UNH) the best shares for health insurance to buy now?
We recently put together a list of the Top 10 Health insurance shares to buy.In this article we will take a look at where UnitedHealth Group Incorporated (NYSE: UNH) stands against the other shares of health insurance.
The health insurance sector is constantly changing, driven by a movement into health care driven by consumers, in which people actively control their own health and health care costs. In that sense, Fortune Business Insights projects that the Global Healthcare Insurance Market is estimated at $ 2.14 trillion in 2024 and will grow from $ 2.32 trillion in 2025 to around $ 4.45 trillion in 2032, which reflects a CAGR of 9.7%.
According to McKinsey, health insurers can benefit considerably when fully incorporating AI and automation in their business activities. The company believes that for every turnover of $ 10 billion, insurers can save $ 150 million to $ 300 million in administrative costs and $ 380 million to $ 970 million in medical costs. Moreover, these technologies can yield an extra $ 260 million to $ 1.24 billion in income.
That said, concern about the growing role of AI in the health insurance, in particular on claims, have been escalated in recent months, especially in the light of the death of the CEO of the Unitedhealthcare, Brian Thompson. These concerns had previously encouraged the BIDEN administration to set up optional operational agreements with insurers, payers and providers in 2023. In 2024, an executive order was issued to make criteria and guarantees for AI implementation. In January of this year, however, the Trump government withdrew the AI mandate of Biden and suggested that a new action plan would be developed in the middle of the year.
Respond to the increasing implementation of AI in health insurance, said law firm Maynard Nexsen:
“The AI landscape continues to develop and the regulations seem to be separate – at least at the federal level. These changes have led to uncertainty among organizations that use AI technology. “
Medicaid, the largest health insurance program in the country, which covers more than 70 million people, can be cut under Republican proposals. In the following decade, the legislators propose cutbacks for a maximum of $ 2.3 trillion to finance the border protection of the border and to increase the tax cuts of President Trump 2017. While the government works to reduce federal debts while retaining spending obligations, Medicaid remains an important priority. In order to further expand the implications of such a movement, it should be noted that the Affordable Care Act (ACA) has considerably expanded the reach and costs of the program, making it the most important provider of extensive health and long-term care for one in five Americans and about $ 1 of each $ 5 spent healthcare.
In addition, Huisrepukeins have just accepted a budget with a slender margin, in which the Energy and Commerce Committee, which is responsible for federal health care, to reduce $ 880 billion in expenditure. The reductions are designed to support Trump's tax cuts, massive expansions and defense expenditure.
For our list of the best health insurance shares to buy, we started with a list of shares drawn from ETFs, stock screeners and web rangers. We then used the database of Insider Monkey's Q4 2024 to discover the top ten shares of hedge funds. The list is organized in increasing order of hedge funds sentiment around each stock.
Why are we interested in the shares that stack hedge funds? The reason is simple: our research has shown that we can surpass the market by imitating the best share choices of the best hedge funds. The strategy of our quarterly newsletter selects 14 CAP and Large-CAP shares every quarter and has returned 373.4% since May 2014 and has reported its benchmark with 218 percentage points (See more details here).
Is UnitedHealth Group Incorporated (UNH) the most undervalued high -quality shares to buy according to analysts?
A senior professional in health care who advises a patient in a clinic.
Number of holders of hedge funds: 150
UnitedHealth Group Incorporated (NYSE: UNH) is a well-known American multinational company that offers managed care and insurance services managed. The company offers extensive health benefits for a broad spectrum of customers, including large companies, small companies and individuals.
After developments in a long-term case of the Ministry of Justice (DOJ), Deutsche Bank analysts kept a buy recommendation on the UnitedHealth Group (NYSE: UNH) shares on 5 March, with a price target of $ 591. The HealthCare is reported to the case of the disposal of the disadvantage of the displacement of the disadvantage of the disadvantage of the detoxified of the detoxes of the detoxification of the deterrs of the detoxified of the deterrs of the deterrs of the deterrs of the deterrs of the deterrs of the detoxifying of the deterrs of the detoxion of the deterrs of the deterrs of the disadvantage of the deterrs of the disadvantage of the displays of the disadvantage of the displaced of the disadvantage of the displays of the displays of the disposal of medical. 2.1 billion.
In addition to the results of the quarter of 2024, UnitedHealth Group Incorporated (NYSE: UNH) confirmed 2025 profit forecasts, and a solid turnover of $ 450 billion to $ 455 billion predicted in 2025 or 12.4% to 13.7% increase. Despite recent setbacks, in particular the problem of the industry with the growing health care costs, the company retains an optimistic long -term perspective.
Bretton Fund stated the following with regard to UnitedHealth Group Incorporated (NYSE: UNH) in his Q4 2024 Investor letter:
“We invest in UnitedHealth Group Incorporated (NYSE: UNH) Because we believe that this revealed preference is real. The regulatory landscape is constantly changing, there is a lot of noise in the system, and it is possible to propose a world where health insurers would not be necessary. However, the enormous health care system in which we are today is structurally dependent on private companies to play the crucial role in managing care and negotiating prices, and we do not think that the US government is willing to take over everything. It was a bad year for our investment, because the shares yielded a negative 2.4%, but it acts for a meaningful discount on the market, despite the consistent delivery of a double figures in profit growth for years, including 10% last year.
Generally unh rank 1st On our list of the best shares for health insurance policies to buy. Although we recognize the potential of UNH as an investment, our conviction is the belief that certain AI shares hold a greater promise for the delivery of a higher efficiency within a shorter time frame. If you are looking for an AI share that is promising than UNH, but that acts with less than 5 times the income, view our report on the Cheapest AI stock.
Read next: 20 best AI shares to buy now And 30 best shares to buy now according to billionaires.
Publication: none. This article was originally published on Insider monkey.
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