President Donald Trump criticized health insurers and the Affordable Care Act subsidies on Truth Social. UnitedHealth Group, parent company of UnitedHealthcare, saw a 15% stock drop. Is UNH stock a buy or sell? UNH operates in managed care, Medicare, and Medicaid, with a market cap of $280 billion.

UNH’s shares are down 48% in the last year, worse than CI and HUM. Its P/E ratio is 14.9x, below industry average, with a forward P/E of 19.25x. UNH has a dividend yield of 2.8%, better than sector average of 1.5%, with a next dividend of $2.21 per share.

Warren Buffett’s Berkshire Hathaway bought 5 million UNH shares. UNH faced challenges in Q1 and Q2, including a Medicare Advantage cost misjudgment. The Justice Department investigated Medicare fraud. UNH aims to fix issues through premium increases, AI, and network adjustments.

UNH reported $113.2 billion in revenue in Q3, up 12% from last year. Earnings were $4.3 billion, down 47.9%, with a $2.92 EPS. CEO Stephen Hemsley remains focused on growth, raising full-year guidance to $16.25. Analysts are bullish on UNH with a consensus “Moderate Buy” rating.

Despite Trump’s criticism and ongoing challenges, analysts are positive on UNH. The stock has a mean price target of $387.73, suggesting a 23% upside potential. Long-term investors are advised not to worry about Trump’s impact on UNH stock and consider it a buy opportunity.

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