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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Latest Valuentum Commentary

Apr 17, 2025
UnitedHealth Group Lowers 2025 Outlook
Image: UnitedHealth’s shares were pummeled after it lowered its 2025 earnings outlook. During the first quarter of 2025, UnitedHealth Group’s cash flow from operations came in at $5.5 billion, and the firm returned nearly $5 billion to shareholders through dividends and share repurchases during the quarter. As it relates to the drivers negatively impacting its 2025 guidance, management noted that it “believes these factors to be highly addressable over the course of this year as well as it looks ahead to 2026.” Though we didn’t like the downward revision to its 2025 earnings outlook, UnitedHealth remains a cash cow, and we continue to like shares in the Best Ideas Newsletter portfolio. We value shares north of $600 each.
Apr 4, 2025
Trump Tariffs Higher than Expected; What We're Doing
The Trump tariff increases came in larger than what we were expecting, and it remains to be seen how they will flow through the global economy, as we monitor potential retaliatory tariffs from other countries. As it relates to the equity markets, we’re taking a wait and see approach at the moment as we monitor new policy changes related to trade, immigration, fiscal (tax), and regulations. In short, we’re not overreacting to the sell off as we won’t have a great handle on the tariff impact to companies for a few quarters when they report results post-tariff increases. That said, we’re expecting continued market volatility, with meaningful risk to the downside, before trade uncertainty alleviates in the coming months.
Jan 17, 2025
UnitedHealth Group’s 2025 Outlook Remains Robust
Image: UnitedHealth Group’s shares have been choppy the past couple years. UnitedHealth Group reaffirmed its outlook for 2025 that it established in December 2024. Revenues for 2025 are anticipated in the range of $450-$455 billion (the midpoint below consensus of $455.6 billion), net earnings are targeted in the range of $28.15-$28.65, and adjusted net earnings are expected in the range of $29.50-$30.00 per share (the midpoint below consensus of $29.86 per share). Cash flow from operations is anticipated to increase to the range of $32-$33 billion, up materially from 2024. We continue to like UnitedHealth’s growth potential and free cash flow generation, and the company remains a core holding in the Best Ideas Newsletter portfolio.
Dec 19, 2024
Shares of UnitedHealth Group and Vertex Pharma Sour
Image Source: Rodrigo Senna cc by 2.0. As of right now, we continue to monitor the situation with UnitedHealth, but the risks have substantially increased. We have no plans to remove it from the Best Ideas Newsletter portfolio at this time as we await news flow to settle down. As for Vertex, we continue to like its established position in cystic fibrosis and its opportunity in gene-editing therapies as well as a new class of medicine for acute pain that’s without the limitations of opioids. Though the news regarding suzetrigine wasn’t what the market was hoping for, the company’s pipeline is progressing nicely.
Oct 15, 2024
UnitedHealth Remains a Free Cash Flow Generating Powerhouse
Image: UnitedHealth’s shares have done well the past few years, but a gloomy outlook for 2025 has prompted a selloff. Looking to 2024, UnitedHealth Group lowered the high end of its guidance to the range of $27.50-$27.75 compared to $27.50-$28.00 previously due in part to higher than expected business disruption impacts for the affected Change Healthcare services. On the conference call, the company noted that its “2025 adjusted profit could be $30 per share (Seeking Alpha),” which was below consensus of $31.17 per share for the year. Though its medical care ratio advanced in the quarter and it continues to navigate the impact of cyberattack and direct response costs, we’re huge fans of UnitedHealth’s robust free cash flow generation, and we still like shares in the Best Ideas Newsletter portfolio.
Aug 9, 2024
Paper: Value and Momentum Within Stocks, Too
Abstract: This paper strives to advance the field of finance in four ways: 1) it extends the theory of the “The Arithmetic of Active Management” to the investor level; 2) it addresses certain data problems of factor-based methods, namely with respect to value and book-to-market ratios, while introducing price-to-fair-value ratios in a factor-based approach; 3) it may lay the foundation for academic literature regarding the Valuentum, the value-timing, and ultra-momentum factors; and 4) it walks through the potential relative outperformance that may be harvested at the intersection of relevant, unique and compensated factors within individual stocks.
Jul 16, 2024
UnitedHealth Group Reports Messy Second Quarter Results
Image: UnitedHealth Group’s shares have been choppy since the beginning of 2023. UnitedHealth Group’s second quarter results were quite messy with a lot of moving parts, but cash flow remains resilient and the firm’s dividend growth trajectory remains solid. Back in June, the firm raised its annual dividend rate by 12%, marking the 15th consecutive year that UnitedHealth has increased it at a double-digit pace. UnitedHealth ended the quarter with $75.1 billion in total debt and $77.4 billion in cash and investments. We continue to include UnitedHealth Group as an idea in the Best Ideas Newsletter portfolio.
Jul 7, 2024
Latest Report Updates
Check out the latest report updates on the website.
Jun 10, 2024
Update: Frequently Asked Questions About Valuentum Securities, Inc.
Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. We address a number of questions from both subscribers and visitors to our site.
Jun 7, 2024
Dividend Increases/Decreases for the Week of June 7
Let's take a look at firms raising/lowering their dividends this week.


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The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees, and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.