UnitedHealth Group: steady growth in the health insurance and care sector

UnitedHealth Group Incorporated $UNH, a leading provider of health insurance and health care services, is an attractive option for investors, according to analyst Dunn. The company benefits from a diversified portfolio that includes not only health insurance, but also medication management and health care services.

Political environment as a potential catalyst

Dunn notes that Donald Trump's return to power could improve conditions in the healthcare sector. Changes to the government-funded Medicareprogram could increase reimbursement rates, allowing insurers like UnitedHealth $UNH more flexibility in setting premiums and expanding plan benefits. Rates have been under pressure during the Biden administration, which Trump's policies may reverse.

Steady growth and attractive valuations

Shares of $UNH are up 17% since the beginning of the year , showing investor confidence in the company's growth capabilities. According to Dunn, despite the increase, the stock is still "affordable" and offers the potential for long-term growth through stable profitability and diversification.

Analysts polled by FactSet rate the stock positively:

- 26 out of 30 analysts recommends "buy" or "overweight"

- The average target price is $626.44, suggesting further upside of 2%.

Attractiveness for long-term investors

Although short-term growth may not be dramatic, the stable fundamentals of $UNH make it a promising choice for long-term investors. The company continues to grow due to diversification of services and increasing demand for healthcare, which keeps it as a key player in the sector.

Conclusion: $UNH represents a stable investment with attractive growth potential, especially if the political environment shifts toward greater support for private health insurers.