First Eagle Comments on UnitedHealth

Guru stock highlight

Jul 27, 2021

Summary

The stock was a top contributor.

The stock of UnitedHealth (UNH, Financial)—which counts both health insurance (United Healthcare) and health services (Optum) among its busi-nesses—delivered a solid second quarter. The company beat the consensus earnings estimate handily in its most recent reporting period.6 Despite the unfavorable impacts of Covid-19 testing and treatment and the potential reversal of elective care deferral patterns, the company increased its guidance for full-year 2021.

From First Eagle Investment (Trades, Portfolio) Fund of America's second-quarter 2021 commentary.

Disclosures

I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours. Click for the complete disclosure

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