Key Stats for UnitedHealth Stock
- Price change for UnitedHealth stock in the last month: 20%
- $UNH Share Price as of May. 19: $389
- 52-Week High: $404
- $UNH Stock Price Target: $390
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What Happened?
UnitedHealth (UNH) Group stock slipped more than 2% on Monday after Berkshire Hathaway revealed it had fully exited its position. The sale was part of a broad portfolio cleanup by new CEO Greg Abel in his first quarter leading Berkshire.
- Berkshire originally bought 5 million UnitedHealth shares in August 2025.
- That purchase lifted the stock at the time — investors saw it as a vote of confidence in CEO Stephen Hemsley’s turnaround effort. Now, just months later, the position is gone.
- The exit is widely seen as a housekeeping move rather than a verdict on the business.
- Former portfolio manager Todd Combs, who left Berkshire for JPMorgan at the end of 2025, is believed to have managed this position.
- Abel appears to be clearing out Combs’ holdings as he reshapes the portfolio his own way.
- Visa, Mastercard, Domino’s Pizza stock, Amazon, and several others were all cut in the same quarter.
Analysts pointed out the timing may also reflect simple profit-taking. UnitedHealth stock is up roughly 16% this year after a brutal 2025, when it was the worst performer on the Dow. Selling into a recovery isn’t unusual.
The company’s fundamentals are actually improving.
- In April, UnitedHealth raised its full-year profit outlook after beating Q1 earnings and revenue estimates.
- The medical care ratio came in at 83.9%, better than the prior year.
- All four business segments exceeded internal plan.
- Adjusted EPS of $7.23 came in well ahead of expectations.
CEO Stephen Hemsley has been working to rebuild trust after a rough stretch that included rising healthcare costs, criticism of insurance practices, and a federal probe into government-backed plans.
The Q1 results suggest that work is paying off.
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What the Market Is Telling Us About UnitedHealth Stock
UnitedHealth stock dropped on the Berkshire news, but analysts were quick to point out the exit doesn’t change the underlying story.
The turnaround appears to be on track. Morningstar analyst Julie Utterback called the sale a roster change, not a warning sign.
Berkshire’s moves still move markets — but this one looks more like a portfolio refresh than a red flag.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
