Where is UnitedHealth Group (UNH) Headed According to Wall Street?

UnitedHealth Group Incorporated (NYSE:UNH) is one of the most widely held stocks by hedge funds in 2025. Reuters reported on December 19 that UnitedHealth Group Incorporated (NYSE:UNH) announced on Friday that audits of its health services and pharmacy benefit units conducted by outside consulting firms would lead to operational changes, including increased automation and standardization of internal processes.

UnitedHealth Group Incorporated (NYSE:UNH) CEO Stephen Hemsley stated that he committed to conducting a comprehensive examination of the key policies and processes within the company’s approaches to managed care practices and pharmacy benefits and services, and risk assessment, and told stakeholders in a letter sent on Friday that “the work is already well underway, adding that several action plans “have already been completed”, and that there are 23 such plans.

“Of the remaining actions, more than half will be finalized by the end of this year, and 100% will be finalized before the end of the first quarter next year,” he added.

Hemsley further stated in the letter that UnitedHealth Group Incorporated (NYSE:UNH) would share the results of the HouseCalls visit review in fiscal Q1 2026.

In a separate development, UnitedHealth Group Incorporated (NYSE:UNH) reported on December 18 that Optum Rx is continually modernizing the ways pharmacies are reimbursed for drugs, with three additional Pharmacy Services Administration Organizations (PSAOs),  representing more than 17,000 community pharmacies, partnering with Optum Rx to employ cost-based contracts.

Management reported that the initiative marks the latest effort from Optum Rx to better support the role of community pharmacies, and that 100% of community and independent pharmacies in the Optum Rx network have shifted to the new reimbursement model.

UnitedHealth Group Incorporated (NYSE:UNH) provides healthcare coverage, data consultancy, and software services. It operates through the OptumRx, OptumInsight, OptumHealth, and UnitedHealthCare segments.

While we acknowledge the potential of UNH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.