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UnitedHealth Group (UNH) is a major healthcare company that provides health insurance through UnitedHealthcare and health services via Optum, serving over 50 million people in the U.S. In the first quarter of 2025, the company reported revenues of $109.6 billion. Recently, it has come under legal scrutiny as the U.S. Department of Justice is reportedly investigating possible Medicare fraud related to its Medicare Advantage business, though UnitedHealth says it has not been officially notified of any investigation.
At the same time, the Federal Trade Commission has filed a lawsuit against pharmacy benefit managers (PBMs), including those linked to UnitedHealth, accusing them of inflating insulin prices through rebate schemes. On the economic front, recent actions by the U.S. government aim to lower drug prices and protect American pharmaceutical innovation, signaling increased regulatory scrutiny on healthcare companies. Still, analysts remain confident, keeping a “Strong Buy” consensus rating and a $392.59 average price target on UnitedHealth.