In this article, we will discuss: Jim Cramer’s Latest Thoughts On Cisco, NVIDIA & Other AI Stocks. For more stocks, you can head to Jim Cramer’s Latest Thoughts On Cisco, NVIDIA & Other AI Stocks: Top 5 Stocks.
5. UnitedHealth Group Incorporated (NYSE:UNH)
Number of Hedge Fund Holdings in Q4 2025: 145
Health insurer UnitedHealth Group Incorporated (NYSE:UNH)’s stock is up by 43.6% over the past year and by 17% year-to-date. JPMorgan discussed the firm on April 28th as it bumped the share price target to $420 from $389 and kept an Overweight rating on the stock. A couple of days later, Goldman Sachs discussed UnitedHealth Group Incorporated (NYSE:UNH)’s stock as well. It kept a Buy rating and a $435 share price target and added the firm to its US Conviction List. As part of its coverage, Goldman remarked that the health insurance company appeared to be entering the bottom cycle for its Medicare Advantage underwriting. Cramer discussed UnitedHealth Group Incorporated (NYSE:UNH) as part of the healthcare insurance sector:
“If you look at healthcare insurance, those stocks are soaring, witness UNH hitting a new high, CVS just breaking out here and that’s Aetna. But healthcare in general. Wow.”
Vulcan Value Partners discussed UnitedHealth Group Incorporated (NYSE:UNH) in its Q1 2026 investor letter:
“There were seven material detractors to performance: Ares Management Corporation, Ryan Specialty Holdings, Inc., Microsoft Corporation, Salesforce, Inc., UnitedHealth Group Incorporated (NYSE:UNH), Amazon.com, Inc., and SAP SE. The evening before UnitedHealth Group reported fourth quarter earnings, which were in line with our expectations, the Centers for Medicare and Medicaid Services (CMS) released its 2027 Medicare Advantage Advance Rate Notice. The notice called for a 0.1% payment increase. Cost trend in Medicare Advantage is running high-single-digits. The 0.1% increase is clearly inadequate relative to cost trend. This announcement put pressure on the entire industry and UnitedHealth Group was no exception. On April 6, CMS released its 2027 Final Rate Announcement of 2.48% and UnitedHealth Group’s stock price has rallied since then. We believe that UnitedHealth Group serves a critical function in the healthcare system in the U.S. and that its role is entrenched despite short-term volatility associated with Medicare Advantage funding headwinds. We believe that value-based care must play a critical role in bringing down the cost of healthcare in the United States. In our opinion, no company is better positioned to drive better outcomes at lower cost through value-based care than UnitedHealth Group.”
My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.