Berkshire Hathaway’s exit from UnitedHealth Group might seem like a missed opportunity, but the stock’s sharp rebound—now trading over $400 after dipping below $300—hints at savvy timing. UnitedHealth’s dip last year stemmed from soaring medical costs squeezing its medical loss ratio, but recent price hikes and cost-cutting are bringing that ratio back down. With healthcare inflation fueling revenue growth and a projected $25–30B net income surge, the company’s high 25x earnings valuation may look more reasonable. Stock buybacks also boost EPS, positioning UnitedHealth for strong future returns—even if Berkshire’s exit left them out of the rally.
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