UnitedHealth rise 10% as Warren Buffett's Berkshire Hathaway acquires new stake

[UnitedHealth Group Headquarters Building]
Wolterk/iStock Editorial via Getty Images

UnitedHealth (NYSE:UNH [https://seekingalpha.com/symbol/UNH]) rose in early trade after Warren Buffett's Berkshire Hathaway (BRK.B [https://seekingalpha.com/symbol/BRK.B]) (BRK.A [https://seekingalpha.com/symbol/BRK.A]) disclosed that it acquired a new stake in the health insurer during Q2, 2025.

The Omaha-based P&C insurance and investment behemoth acquired 5.04M shares of UnitedHealth (NYSE:UNH [https://seekingalpha.com/symbol/UNH]) valued at $1.57B at June 30, 2025.

UNH was up 10.5% at ~$300 per share at the time of writing, hitting its highest levels in a month.

The company has been battling a number of issues. Most recently, U.S. Senators Ron Wyden and Elizabeth Warren said they were launching an investigation [https://seekingalpha.com/news/4481717-unitedhealth-to-be-investigated-by-senators-on-nursing-home-practices] into UnitedHealth Group (UNH [https://seekingalpha.com/symbol/UNH]) related to allegations that the company secretly paid nursing homes thousands in bonuses to cut hospital transfers of sick residents.

The healthcare company has grappled with crisis after crisis, including the aftermath of a massive cyberattack, the murder of a top executive, unexpectedly higher costs, and federal investigations into its business practices.

Last month, UnitedHealth (UNH [https://seekingalpha.com/symbol/UNH]) with its Q2 results [https://seekingalpha.com/news/4473129-unitedhealth-stock-falls-outlook-disappoints], issued a fresh outlook for 2025, indicating revenue and adjusted earnings below Street forecasts amid a sharp increase in its medical expenses.

The shares of the firm have been down 47% on a one-year basis and plunged 40.5% since the start of the year.

Lone Pine Capital also added UnitedHealth to its portfolio [https://seekingalpha.com/news/4485870-lone-pine-capital-adds-unitedhealth-eqt-wix-in-q2-portfolio-update].

SA analysts rate the company at Buy, and SA quant at hold.

MORE ON UNITEDHEALTH

* UnitedHealth: The 'Buffett Buffer' That Changed My Call (Rating Upgrade) [https://seekingalpha.com/article/4814031-unitedhealth-the-buffett-buffer-that-changed-my-call-rating-upgrade]
* I Liked UnitedHealth At $240, And I Like It At +$300 [https://seekingalpha.com/article/4814008-i-liked-unitedhealth-at-240-and-i-like-it-at-plus-300]
* UnitedHealth Group: Dividends Don't Lie [https://seekingalpha.com/article/4813674-unitedhealth-group-dividends-don-t-lie]
* Michael Burry's Scion starts new position in UnitedHealth, lululemon and Regeneron among top Q2 moves [https://seekingalpha.com/news/4485767-michael-burrys-scion-starts-new-position-in-unitedhealth-lululemon-and-regeneron-among-top-q2-moves]