10 Best Performing Long Term Stocks So Far in 2025

2. UnitedHealth Group Incorporated (NYSE:UNH)

Year-to-date performance as of April 12: 18.82%

Number of Hedge Fund Holders: 150

UnitedHealth Group Incorporated (NYSE:UNH) is a well-known US multinational company that provides managed healthcare and insurance services. The company is separated into four major segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx.

On April 8, KeyBanc Capital Markets reiterated its Overweight rating and $650 price target for UnitedHealth Group Incorporated (NYSE:UNH). The firm’s analyst noted the finalized Medicare Advantage (MA) prices for 2026, which outperformed expectations and may result in margin increases for MA plans next year. The timing is especially interesting as UnitedHealth prepares for its next earnings release on April 17, with analysts maintaining a highly optimistic consensus on the company.

UnitedHealth Group Incorporated (NYSE:UNH) reported strong performance for fiscal year 2024, above market expectations. Revenue increased by 8% to $400 billion, thanks to a broad expansion of its service offerings. In 2024, the corporation returned more than $16 billion to shareholders via dividends and stock buybacks.

Vulcan Value Partners stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its Q4 2024 investor letter:

“UnitedHealth Group Incorporated (NYSE:UNH), a company that we have owned several times in the past, is the largest health insurer in the United States. UnitedHealth Group also owns Optum, which is a rapidly growing healthcare services company. The environment for the health insurance business remains positive as growth in healthcare spending, driven by chronic diseases and an aging population, will continue to outpace overall economic growth. The insurance business benefits from powerful network effects as more members attract more providers and vice versa, which reinforces United’s value proposition and bargaining power with each side of the network. We respect UnitedHealth Group’s management team and have been very pleased with their long-term vision and execution.”