On CNBC’s “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, picked UnitedHealth Group Inc (NYSE:UNH).

Lending support to his choice, UnitedHealth Group, on July 16, reported better-than-expected second-quarter financial results and issued FY26 guidance above estimates.

Adjusted earnings came in at $6.38 per share, topping the analyst consensus estimate of $4.86. Revenue increased to $112.03 billion from $111.62 billion a year earlier and exceeded Wall Street expectations of $110.83 billion. GAAP earnings were $6.04 per share.

Kevin Simpson, Capital Wealth Planning CEO, named Visa Inc (NYSE:V) as his final trade.

Visa, on July 28, reported quarterly earnings of $3.32 per share, which beat the consensus estimate of $3.23, according to Benzinga Pro data. Quarterly revenue came in at $11.63 billion, just ahead of the Street estimate of $11.39 billion. 

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Jim Lebenthal, partner and chief market strategist at Cerity Partners, recommended Lockheed Martin Corp (NYSE:LMT).

Supporting his view, Citigroup analyst John Godyn, on Aug. 13, maintained a Buy on Lockheed Martin and raised the price target from $641 to $691.

Price Action:

  • UnitedHealth shares gained 0.7% to close at $401.73 on Friday.
  • Visa shares fell 0.4% to settle at $364.15 during the session.
  • Lockheed Martin shares rose 1.8% to close at $608.68 on Friday.

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