Do You Believe in the Growth Potential of UnitedHealth Group (UNH)?

2 days ago 3

Soumya Eswaran

Mon, March 2, 2026 astatine 8:44 AM CST 3 min read

Cullen Capital Management, LLC, operating nether the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Enhanced Equity Income Fund” fourth-quarter capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 4th quarter, the US equity marketplace continued to rally, mostly fueled by enthusiasm for artificial intelligence. The Enhanced Equity Income Strategy returned 2.0% (net) for the 4th fourth and 7.5% (net) for the year, compared to 6.5% and 8.9% from its superior benchmark, the S&P 500 Buy/Write Index, and 1.4% and 8.7% for its secondary benchmark, the SPDR Barclays High Yield Bond ETF (JNK), respectively. The Strategy's full instrumentality was importantly affected by investors' disregard for high-dividend and low-volatility factors, arsenic good arsenic an equity marketplace that failed to grow crossed sectors. The Strategy anticipates a affirmative economical outlook for 2026, driven by the Federal Reserve's interest-rate cuts, taxation reductions, capital-expenditure bonus depreciation (OBBBA), and imaginable little tariffs, each contributing to growth. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, SCCM Enhanced Equity Income Fund highlighted stocks similar UnitedHealth Group Incorporated (NYSE:UNH). UnitedHealth Group Incorporated (NYSE:UNH) is simply a multinational wellness benefits institution based successful Eden Prairie, Minnesota. On February 25, 2026, UnitedHealth Group Incorporated (NYSE:UNH) banal closed astatine $284.20 per share. One-month instrumentality of UnitedHealth Group Incorporated (NYSE:UNH) was -2.77%, and its shares mislaid 39.35% implicit the past 52 weeks. UnitedHealth Group Incorporated (NYSE:UNH) has a marketplace capitalization of $257.439 billion.

SCCM Enhanced Equity Income Fund stated the pursuing regarding UnitedHealth Group Incorporated (NYSE:UNH) successful its 4th fourth 2025 capitalist letter:

"Shares of UnitedHealth Group Incorporated (NYSE:UNH) were purchased successful the strategy during the quarter. UnitedHealth is the largest diversified managed attraction enactment successful the US, with starring positions crossed commercialized insurance, Medicare Advantage, Medicaid, and a differentiated healthcare services level done Optum. After a play of elevated aesculapian outgo trends, absorption has taken proactive steps to reset margins and amended net quality, including disciplined repricing, targeted outgo actions, and selective portfolio rationalization. Within Medicare Advantage, the institution expects to trim rank by astir 1 cardinal lives successful 2026 to prioritize profitability and reconstruct borderline discipline. At Optum Health, absorption is restructuring the business, including a astir 10% simplification successful value-based attraction exposure, to amended sustainability and align with semipermanent borderline objectives. As these actions instrumentality effect and investments normalize, UnitedHealth’s scale, diversified gross streams, and integrated Optum level presumption the institution for improving profitability and much accordant net maturation implicit time. UNH trades astatine 19.9x 2026 EPS with a 2.6% dividend yield."

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