UnitedHealth Group Incorporated

UnitedHealth Group is experiencing a strong operational turnaround, with margin recovery in both UnitedHealthcare and Optum Health segments. UNH's Q2 results showed revenue of $112 billion, adjusted EPS of $6.38, and significant year-over-year margin improvements across key divisions. Management's cost controls, contract resets, and technology-driven efficiencies are driving sustainable margin expansion and earnings growth into 2027 and 2028.

UnitedHealth's stock has been doing much better this year due to improved financial results. Costs have been coming down, and the company raised its guidance in July.

I still view UnitedHealth as a fully playable recovery, with MCR improving from 89.4% to 86.7% and 2026 EPS guidance already raised twice. Management is deliberately giving up lower-quality membership to rebuild margins, while operating cash flow guidance has increased from >$18B to ~$24B. The broader health care setup also looks attractive, with the sector heavily lagging the S&P 500 and a more defensive macro backdrop developing.

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