UnitedHealth Group (UNH) surged 11% in after-hours trading yesterday and is continuing its climb, up 12% in pre-market trading today, after top investors including Warren Buffett and Michael Burry disclosed sizable new Q2 stakes in the health insurer. However, the stock is down over 45% year-to-date.
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Their investments reflect strong confidence in UnitedHealth’s recovery, with analysts noting the rally could continue, citing roughly 15% upside from current levels.
Berkshire and Burry Are Betting on UnitedHealth’s Rebound
Warren Buffett’s Berkshire Hathaway (BRK.B) disclosed a $1.57 billion investment in UnitedHealth, acquiring roughly 5 million shares, as revealed in its Q2 2025 13F filing. This marks Berkshire’s first stake in the company since selling out in 2010, when Buffett exited amid a broader pullback from health insurers.
Meanwhile, Burry’s Scion Asset Management revealed a combination of call options tied to 350,000 UnitedHealth shares and a direct holding of about 20,000 shares, valued at $6 million.
Analysts Stay Bullish on UNH Stock
The company recently released its Q2 earnings results. Despite the weak print, most analysts remain positive on UnitedHealth stock. Only Michael Ha of Robert W. Baird maintained a Sell rating, while three analysts chose to stay Neutral.
Mizuho Top analyst Ann Hynes kept her Buy rating, noting that the recent weakness could offer a buying opportunity for long-term investors. She highlighted UnitedHealth’s scale, market position, and diverse business as key strengths and sees the stock’s valuation as attractive. Similarly, analyst Lance Wilkes from Bernstein maintained a Buy rating with a $377 price target. He said the company is focused on rebuilding investor confidence and expects trends in Medicare Advantage pricing and usage to support earnings growth.
Is UNH a Good Buy Right Now?
Turning to Wall Street, UNH stock has a Moderate Buy consensus rating based on 18 Buys, four Holds, and two Sells assigned in the last three months. At $312.65, the average UnitedHealth stock price target implies a 15.16% upside potential.
