Latest news with #IHF
Yahoo
10 hours ago
- Business
- Yahoo
Buy, Hold, or Fade the Recent Rally in UnitedHealth Group (UNH) Stock?
UnitedHealth Group UNH stock is still down 40% year to date but has surged more than +20% this month following reports that Warren Buffett's Berkshire Hathaway BRK.B and other billionaire hedge fund managers have taken a stake in the company, including David Tepper's Appaloosa Management. In a classic value investing move, Buffett undoubtedly sees long-term value in UnitedHealth Group as a high-quality business at a steep discount, investing in other industry leaders during a crisis like Goldman Sachs GS during the 2008 financial meltdown and more recently Occidental Petroleum OXY during the Covid-19 pandemic plunge in energy prices. To that point, UnitedHealth has faced a DOJ investigation stemming from its health services and technology subsidiary Optum, and had previously suspended its full-year financial guidance due to unexpectedly high medical costs. Considering such, investors may be weighing the pros and cons of investing in UNH, with some wondering if it's time to fade the recent rally. UnitedHealth's Attractive Valuation & Balance Sheet As the parent company of United Healthcare, the nation's largest insurer, UnitedHealth Group stock had recently fallen toward its decade low in terms of price to forward earnings and is still on par with its 10-year foward P/E median of 18X. Image Source: Zacks Investment Research Furthermore, UNH trades at less than 1X sales and has the scale, diversification, and cash flow that are likely attracting Buffett and other large investors to believe in its long-term recovery. Notably, UnitedHealth Group has more than $32 billion in cash and equivalents on hand and over $308 billion in total assets compared to $208.1 billion in total liabilities. Image Source: Zacks Investment Research UNH EPS Revisions Despite reinstating its guidance, UnitedHealth Group now expects full-year fiscal 2025 EPS to be considerably lower at a least $16 per share, with the Zacks Consensus currently at $16.58 and falling 25% over the last 60 days from expectations of $22.28. While the drop in FY25 EPS estimates was expected, what may be more concerning to investors is that FY26 EPS estimates have dropped nearly 30% in the last two months from projections of $25.58 to $18.08. Image Source: Zacks Investment Research Conclusion & Final Thoughts The institutional pile into UnitedHealth Group stock may have set a psychological floor for investors, but the trend of declining EPS revisions does take away from the company's enticing valuation and suggests there could still be much better buying opportunities ahead. Correlating with such, it may be time to fade the recent rally, with UNH landing a Zacks Rank #5 (Strong Sell) at the moment. For investors who may be interested in limiting the short-term risk associated with the recent volatility in UnitedHealth Group stock, Zacks analyst Sanghamitra Saha has alluded to the notion that the iShares U.S. Healthcare Providers ETF IHF could be a better way to get exposure to UNH. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report UnitedHealth Group Incorporated (UNH) : Free Stock Analysis Report The Goldman Sachs Group, Inc. (GS) : Free Stock Analysis Report Occidental Petroleum Corporation (OXY) : Free Stock Analysis Report Berkshire Hathaway Inc. (BRK.B) : Free Stock Analysis Report iShares U.S. Healthcare Providers ETF (IHF): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
a day ago
- Business
- Yahoo
Invest Like Warren Buffett With These ETFs
Billionaire investor Warren Buffett — the Oracle of Omaha — is known for his value investing style. Many want to mirror the legend's investing strategy and emerge as a winner, having navigated the turbulent financial and economic waters. Let's delve deeper into Buffett's company, Berkshire Hathaway's quarterly Form 13-F filed with the Securities and Exchange Commission, and analyze his investing pattern. Big Bet on UnitedHealth Group Warren Buffett's Berkshire Hathaway revealed a new position in UnitedHealth Group UNH, holding just over 5 million shares valued at about $1.6 billion as of June 30. News of Buffett's move sent UNH soaring more than 11% on Aug. 15, 2025. Investors can play UNH-heavy ETFs like iShares U.S. Healthcare Providers ETF IHF. The ETF IHF invests about 20% of its weight in UNH stock. Other UNH-heavy ETFs include T. Rowe Price Health Care ETF TMED and Harbor Health Care ETF MEDI. Time for Housing Play? Berkshire also initiated fresh stakes in the following companies: Nucor NUE – Currently, holdings are worth 6.6 million shares valued at $857 million. Nucor Corporation is a leading producer of structural steel, steel bars, steel joists, steel deck and cold finished bars in the United States. D.R. Horton DHI – Current holdings are 1.49 million shares worth $191.5 million. Holdings have been slightly is one of the leading national homebuilders, primarily engaged in the construction and sale of single-family houses both in the entry-level and move-up markets. Invest in Gold American Hartford Gold: #1 Precious Metals Dealer in the Nation Priority Gold: Up to $15k in Free Silver + Zero Account Fees on Qualifying Purchase Thor Metals Group: Best Overall Gold IRA Lennar LEN – Exposure increased from 152,000 to 7.23 million shares, worth nearly $799 million. It is engaged in homebuilding and financial services in the United States. Lamar Advertising LAMR – Lamar Advertising Company is one of the largest owners and operators of outdoor advertising structures in the United States and is a new buy. Considerable focus on homebuilders signals Buffett's confidence in housing. This is especially true given the easing of mortgage rates after weak jobs data. Buffett's pickups put focus on homebuilding ETFs like iShares US Home Construction ETF ITB. Rely on Safe Sector Consumer Staples This is a safe sector as it is non-cyclical in nature. The consumer staples sector tends to do well even amid economic growth slowdown and high inflation. Since consumers have to buy staples products even if they cut back on their discretionary spending, big manufacturers of food and beverages normally have the power to pass on the increase in costs to customers. Buffett'sfavorite Coca-Cola has substantial weight in ETFs like iShares U.S. Consumer Staples ETF IYK. Kraft Heinz has a focus on the Invesco Dynamic Food & Beverage ETF added positions in Constellation Brands STZ and Domino's Pizza DPZ, resulting in increased food and beverage bets. DPZ has exposure to AdvisorShares Restaurant ETF EATZ, while STZ has a focus on First Trust Nasdaq Food & Beverage ETF FTXG. What to Do With Apple & BAC? Berkshire's Apple AAPL holdings have fallen. Berkshire's Apple stake would be around 280 million shares, suggesting a decline of 6.7% in its has reduced its Apple stake by 69% from 2023 to 2025. The investment still represents Buffett's most profitable position ever. However, in a shocking shift, Berkshire began reducing its Apple stake by 56% between October 2023 and June 2024, selling over 515 million shares. The scenario of Apple investing has changed lately, with the rise of more AI-friendly Big Tech companies. The case is the same with Bank of America BAC. It witnessed 26 million shares sold from a 630 million share holding. These reductions mark a continuation of Buffett's strategy from last year, where he began trimming some of Berkshire's largest positions. Market Impact and Berkshire Stock Berkshire Hathaway (BRK.B) shares are down about 11% since his May announcement that he will step down as CEO at the end of 2025. Still, the stock is up about 6% year to date. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Bank of America Corporation (BAC) : Free Stock Analysis Report Apple Inc. (AAPL) : Free Stock Analysis Report UnitedHealth Group Incorporated (UNH) : Free Stock Analysis Report Nucor Corporation (NUE) : Free Stock Analysis Report Domino's Pizza Inc (DPZ) : Free Stock Analysis Report Berkshire Hathaway Inc. (BRK.B) : Free Stock Analysis Report Lamar Advertising Company (LAMR) : Free Stock Analysis Report Constellation Brands Inc (STZ) : Free Stock Analysis Report Lennar Corporation (LEN) : Free Stock Analysis Report D.R. Horton, Inc. (DHI) : Free Stock Analysis Report iShares U.S. Home Construction ETF (ITB): ETF Research Reports iShares U.S. Healthcare Providers ETF (IHF): ETF Research Reports iShares U.S. Consumer Staples ETF (IYK): ETF Research Reports Invesco Food & Beverage ETF (PBJ): ETF Research Reports First Trust NASDAQ Food & Beverage ETF (FTXG): ETF Research Reports AdvisorShares Restaurant ETF (EATZ): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Al-Ahram Weekly
06-08-2025
- Sport
- Al-Ahram Weekly
Handball: Egypt U-19 outclass South Korea 47-27 in World Championship opener - Omni sports
Egypt's U-19 handball team started their IHF World Championship campaign in style after defeating South Korea 47-27 in the competition's opener in Cairo on Wednesday. The hosts dominated from the outset, taking a 20-12 lead into halftime before extending their advantage with a one-sided second half to seal a 20-goal win. Egypt are drawn in Group G alongside Bahrain and Japan. They will face Bahrain on Thursday as they look to secure early qualification for the main round. The U-19 World Championship is being held in Egypt from August 6 to 17. A vibrant opening ceremony was held before the match, celebrating Egypt's cultural heritage with artistic and musical performances that delighted the attending delegations. The event was attended by Egypt's Minister of Youth and Sports Ashraf Sobhi, IHF President Hassan Moustafa, senior officials from the International Handball Federation, and members of the Egyptian Handball Federation board. (For more sports news and updates, follow Ahram Online Sports on Twitter at @AO_Sports and on Facebook at AhramOnlineSports.) Follow us on: Facebook Instagram Whatsapp Short link:
Arab Times
03-08-2025
- Sport
- Arab Times
Kuwait wraps up camp in Croatia and Slovenia before the youth championship
KUWAIT CITY, Aug 3: The Kuwait national youth handball team has concluded its training camp in Croatia and Slovenia as part of preparations for the upcoming IHF Men's Youth World Championship, set to take place in Egypt from August 6 to 16. During the camp, the team played seven friendly matches against national sides from Croatia, Kosovo, and Slovenia. Head coach Heine Jensen of Denmark used the games to fine-tune tactical plans and assess players for the final squad that will compete in the tournament. Kuwait is drawn into Group A alongside Sweden, Portugal, and Austria. The team is scheduled to travel to Egypt tomorrow. Faisal Siwan, Technical Director of the national handball teams, acknowledged the challenges ahead. 'The World Championship requires thorough preparation and time, especially since we're in what many consider the toughest group of the tournament,' he said. He added, 'We have a committed coaching staff, dedicated players, and a supportive board—all working with maximum effort to ensure the team reaches peak performance mentally, physically, and tactically.' Siwan highlighted the value of the European friendlies, noting, 'Facing strong, historically successful teams gave our players critical international experience and tactical insight that will serve them well in Egypt.' He concluded, 'We're determined to raise Kuwait's flag high at this global event. It's a tough challenge, but one that this new generation of hungry, motivated players is ready to embrace.'
Yahoo
30-07-2025
- Business
- Yahoo
Are Wall Street Analysts Bullish on CVS Health Stock?
With a market cap of $75.4 billion, CVS Health Corporation (CVS) is a leading U.S. healthcare company that operates across multiple segments, including retail pharmacies, pharmacy benefit management (PBM), and health insurance. Headquartered in Rhode Island, CVS owns one of the largest pharmacy chains in the country and also operates MinuteClinic walk-in clinics. Shares of the retail pharmacy titan have lagged behind the broader market over the past year. CVS stock has declined 2.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 16.6%. However, CVS has made a strong comeback in 2025, with its stock soaring 33.7% year-to-date, significantly outpacing the S&P 500's 8.3% gain over the same period. More News from Barchart Here's What Happened the Last Time Novo Nordisk Stock Was This Oversold Tesla Just Signed a Chip Supply Deal with Samsung. What Does That Mean for TSLA Stock? Earnings Will Be 'Worse Than Expected' for UnitedHealth. How Should You Play UNH Stock Here? Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! Zooming in, CVS' stock has outperformed the iShares U.S. Healthcare Providers ETF (IHF), which has declined 25.4% over the past year and 12.6% on a YTD basis. On July 23, CVS Health shares soared 1.3% after the company announced the opening of its new Workforce Innovation and Talent Center (WITC) in Columbus, located at the Rosewind Community Center. In partnership with local organizations, the WITC offers free workforce training and health services, aiming to support careers in pharmacy, customer service, and retail. For the current fiscal year, ending in December 2025, analysts project CVS' EPS to grow 12.9% annually to $6.12 on a diluted basis. The company has a good track record of outperforming expectations, having surpassed the consensus estimate in each of the last four quarters. Among the 23 analysts covering CVS stock, the consensus rating is a 'Strong Buy.' That's based on 17 'Strong Buy' ratings, two 'Moderate Buys,' and four 'Holds.' This configuration has been consistent over the past months. On Jul. 22, UBS Group AG (UBS) lowered its price target on CVS Health from $71 to $67 while keeping a 'Neutral' rating, citing increased cost pressures in the Health Insurance Exchange and Medicaid segments. Despite these challenges, CVS maintains solid financial health and is considered undervalued, with potential offsets from cost-saving initiatives and acquisitions. The mean price target of $79.09 represents a 31.8% premium to CVS' current price levels. The Street-high price target of $95 suggests an upside potential of 58.3%. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
