Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 10 entries · 10 publications

UNH

Unitedhealth

Entries
10
Bullish
0
Bearish
1
First
Jun 4, 2025
Latest
Oct 12, 2026

▲ 0 bullish ▼ 1 bearish · 9 no stance

More bearish than bullish among those that state a stance.

Jan 25 – Oct 26 · per month

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Alpha of every thesis on UNH at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.

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Timeline

Newest to oldest
  1. October 2026 2 entries

    Substack · Espabila e Invierte

    Volvemos con UnitedHalth Group ($UNH)

    Paciencia, convicción y sentido común. | Análisis de inversión dedicado a la búsqueda de empresas de calidad para el inversor paciente. | Seguimiento de cartera real.

    UNHES1,555 words

    Since publication +9.2% α +10.8 pp vs S&P 500 · USD

  2. September 2026 1 entry
  3. July 2026 1 entry

    Blogs · r/ValueInvesting · /u/Educational-Play-465

    UNH raised guidance, but the value thesis still depends on earnings quality

    UnitedHealth reported Q2 revenue of $112.0 billion, operating earnings of $8.0 billion and adjusted EPS of $6.38. Management also raised full-year adjusted EPS guidance to $19.50-$20.00. The headline is clearly better…

    UNHshort252 words

    Since publication −3.0% α −4.9 pp vs S&P 500 · USD

  4. June 2026 2 entries
  5. January 2026 1 entry
  6. October 2025 1 entry
  7. July 2025 1 entry
  8. June 2025 1 entry

There are 5 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.