Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

UNH Relative to the S&P 500

UNH Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Unitedhealth Group, Inc. (NYSE:UNH) seasonal charts above shows that a Buy Date of October 29 and a Sell Date of January 18 has resulted in a geometric average return of 6.19% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 18 of those periods. This is an excellent rate of success, but the return underperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 2.29% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Healthcare sector, which runs from April 25 to December 4. The seasonal chart for the broad sector is available via the following link: Healthcare Sector Seasonal Chart.

UnitedHealth Group is one of the largest private health insurers, providing medical benefits to 50 million members globally, including 5 million outside the U.S. at the end of 2021. As a leader in employer-sponsored, self-directed, and government-backed insurance plans, UnitedHealth has obtained massive scale in managed care. Along with its insurance assets, UnitedHealth’s continued investments in its Optum franchises have created a healthcare services colossus that spans everything from medical and pharmaceutical benefits to providing outpatient care and analytics to both affiliated and third-party customers.

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Stocks mentioned in this post: UNH