10 Buzzing News to Watch as Investors Look for Best AI Stocks Amid Fed Rate Cuts

3. UnitedHealth Group Inc (NYSE:UNH)

Number of Hedge Fund Investors: 159

Stephen Weiss, the Chief Investment Officer and Managing Partner of Short Hills Capital Partners, said in a recent program on CNBC that UnitedHealth Group Inc (NYSE:UNH) CEO Stephen Hemsley is a “ninja” and can turn the company around. However, he questioned the stock’s valuation:

“So that’s one place, but as far as service companies, I think it’s very difficult despite the move that we’re seeing in UnitedHealth again today, a huge move. And that’s really—the price target upgrade is really in response to what the stock’s done, not to what the fundamentals are, because they’ve been in the quiet period. Now, I’ll bet on Hemsley, and I am—Steve Hemsley, who’s come back, who stepped away from CEO, was chairman, now has come back to both roles. He’s a ninja. He’s going to get it right, but it doesn’t mean that the stock is attractively priced here.”

LRT Global Opportunities Strategy stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its third quarter 2025 investor letter:

“UnitedHealth Group Incorporated (NYSE:UNH) stands as the premier, category-defining enterprise in the United States healthcare sector. The company has built an unparalleled competitive moat by uniquely combining a dominant health benefits platform, UnitedHealthcare, with a rapidly growing and diversified health services business, Optum. This integrated model creates a powerful, self reinforcing ecosystem that is fundamentally reshaping the delivery and management of healthcare, establishing UnitedHealth as a truly elite and durable compounding enterprise.

The foundation of the company’s strength begins with UnitedHealthcare, the nation’s largest private health insurer. Its immense scale provides significant and sustainable cost advantages, affording it superior negotiating power with healthcare providers and the ability to spread administrative costs over a massive membership base. This allows the company to offer competitive and attractive benefit plans while generating consistent, predictable cash flows. This benefits business serves as both a stable foundation and a vast data-gathering engine for the entire enterprise…” (Click here to read the full text)