In its first-quarter 2026 investor letter, Eagle Capital Management highlighted stocks like UnitedHealth Group Incorporated (NYSE:UNH).
UnitedHealth Group Incorporated (NYSE:UNH) is a multinational health benefits company based in Eden Prairie, Minnesota
On May 20, 2026, UnitedHealth Group Incorporated (NYSE:UNH) stock closed at $383.30 per share. One-month return of UnitedHealth Group Incorporated (NYSE:UNH) was 8.11%, and its shares lost 29.20% over the past 52 weeks. UnitedHealth Group Incorporated (NYSE:UNH) has a market capitalization of $348.09 billion.
Eagle Capital Management stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its Q1 2026 investor letter: “UnitedHealth Group Incorporated (NYSE:UNH) and Humana, two of the leading providers of managed care, have significant scale advantages in a consolidated industry that outgrows the overall economy. The two companies have struggled over the past few years as Medicare Advantage went through a downcycle of cost/price squeeze. We believe conditions have bottomed and that we are transitioning to a multi-year improvement in margins and returns.