UNH
UnitedHealth Group IncorporatedHealthcare · $334.9B market cap
Verdict
Share price
$371.90
close of Oct 3, 2026
Fair value
$307.36
Sticker Price
Payback Price
$122.94
buy price
UNH is Overpriced: at $371.90 it trades 21% above its fair value of $307.36. Its buy price (Payback Price) is $122.94, 67% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.
How we valued it
Dividend Discount Model. It has paid a dividend for 10+ years in a row, raised it most years, and yields over 2%. For a steady payer like this, the dividend is the best guide to value.
Business quality
5 of 5 clear the 10% bar. What are the Big Five?
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17 of the investors we track hold UNH. In Q2 2026, 2 opened a position, 2 added, 6 trimmed and 2 sold out. Who we track
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$3.8B
9,072,258 shares
Ruane Cunniff LP
Ruane Cunniff LP · as of Q2 2026
$293.2M
705,554 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$232.7M
559,951 shares
Samantha McLemore
Patient Capital Management · as of Q2 2026
$182.0M
437,773 shares
Duan Yongping
H&H International Investment · as of Q2 2026
$166.1M
399,600 shares
Show all 17 holdersShow fewer
Chase Coleman
Tiger Global Management · as of Q2 2026
$123.6M
297,452 shares
Yacktman Asset Management
Yacktman Asset Management · as of Q2 2026
$71.4M
171,768 shares
Sarah Ketterer
Causeway Capital Management · as of Q2 2026
$36.3M
87,447 shares
Vulcan Value Partners
Vulcan Value Partners · as of Q2 2026
$28.0M
67,309 shares
Leon Cooperman
Leon Cooperman · as of Q4 2018
$21.7M
87,000 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$17.6M
42,364 shares
Hillman Capital Management
Hillman Capital Management · as of Q2 2026
$2.2M
5,405 shares
Tweedy Browne
Tweedy Browne · as of Q2 2026
$1.7M
4,089 shares
Steven Check
Check Capital Management · as of Q2 2026
$466K
1,122 shares
Jensen Investment Management
Jensen Investment Management · as of Q2 2026
$357K
859 shares
Torray Funds
Torray Funds · as of Q2 2026
$284K
683 shares
Glenn Greenberg
Brave Warrior Advisors · as of Q2 2026
$207K
499 shares
Moves in Q2 2026
New position: Torray Funds, Glenn Greenberg
Added: Tweedy Browne, Sarah Ketterer
Trimmed: Vulcan Value Partners, Mairs & Power Funds, Jensen Investment Management, Hillman Capital Management, Duan Yongping, Chase Coleman
Sold out: David Tepper, Thomas Gayner
Insider activity
Since Jun 23, 2026: no open-market purchases, 2 sales worth $661K and 26 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Conway Patrick Hugh
Chief Executive Officer, Optum · 2026-08-21
Sold
$456K
Conway Patrick Hugh
Chief Executive Officer, Optum · 2026-08-05
Sold
$205K
Other filings
DeVeydt Wayne S
Chief Financial Officer · 2026-09-02
Tax withholding
$483K
Stankiewicz Dennis Andrew
Chief Accounting Officer · 2026-08-11
Tax withholding
$94K
Baker Charles D.
director · 2026-07-01
Award
220 shares
FLYNN TIMOTHY PATRICK
director · 2026-07-01
Award
225 shares
GARCIA PAUL R
director · 2026-07-01
Award
88 shares
Show all 26 other filingsShow fewer
Gil Kristen
director · 2026-07-01
Award
206 shares
Gottlieb Scott
director · 2026-07-01
Award
210 shares
MCNABB FREDERICK WILLIAM III
director · 2026-07-01
Award
250 shares
MONTGOMERY RICE VALERIE MD
director · 2026-07-01
Award
220 shares
Noseworthy John H
director · 2026-07-01
Award
206 shares
GARCIA PAUL R
director · 2026-07-01
Award
132 shares
FLYNN TIMOTHY PATRICK
director · 2026-06-23
Award
61 shares
MCNABB FREDERICK WILLIAM III
director · 2026-06-23
Award
50 shares
Baker Charles D.
director · 2026-06-23
Award
13 shares
Stankiewicz Dennis Andrew
Chief Accounting Officer · 2026-06-23
Award
50.59 shares
HEMSLEY STEPHEN J
CEO, UHG · 2026-06-23
Award
46 shares
DeVeydt Wayne S
Chief Financial Officer · 2026-06-23
Award
111.76 shares
Zaetta Christopher R
EVP & Chief Legal Officer · 2026-06-23
Award
60.691 shares
Noel Timothy John
Chief Executive Officer, UHC · 2026-06-23
Award
76.063 shares
Conway Patrick Hugh
Chief Executive Officer, Optum · 2026-06-23
Award
82.488 shares
Gottlieb Scott
director · 2026-06-23
Award
3 shares
Gil Kristen
director · 2026-06-23
Award
8 shares
MONTGOMERY RICE VALERIE MD
director · 2026-06-23
Award
41 shares
GARCIA PAUL R
director · 2026-06-23
Award
13 shares
Noseworthy John H
director · 2026-06-23
Award
41 shares
McSweeney Erin
EVP & Chief People Officer · 2026-06-23
Award
48.23 shares
About UnitedHealth Group Incorporated
UnitedHealth Group Incorporated (UNH) operates as a comprehensive healthcare enterprise across the United States, structuring its diverse services into four key divisions: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment provides a wide array of health benefit plans and consumer-focused services. These offerings cater to a broad spectrum of clients, including large national…
Medical - Healthcare Plans
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works