UnitedHealth Group Incorporated · NYSE (us_market)
Healthcare · Healthcare Plans · United States
UnitedHealth Group Incorporated operates as a health care company in the United States and internationally. It operates through four segments: Optum Health, Optum Insight, Optum Rx; and UnitedHealthcare. The Optum Health segment provides care delivery, care management, wellness and consumer engagement, and health financial services with patients, consumers, care delivery systems, providers, employers, payers, and public-sector entities. The Optum Insight segment offers software and information products, advisory consulting arrangements, and managed services outsourcing contracts to hospital systems, physicians, health plans, public entities, life sciences companies and other organizations. The Optum Rx segment provides pharmacy care services and programs, including retail network contracting, home delivery, specialty and community health pharmacy services, infusion, and purchasing and clinical capabilities, as well as develops programs in the areas of step therapy, formulary management, drug adherence, and disease and drug therapy management. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; Medicaid plans, including Temporary Assistance to Needy Families; Children's Health Insurance Programs; Dual SNPs; Long-Term Services and Supports; Aged, Blind and Disabled; and other federal, state, and community health care programs. and health care benefits products and services to state programs caring for the economically disadvantaged, medically underserved, and those without the benefit of employer-funded health care coverage. UnitedHealth Group Incorporated was founded in 1974 and is based in Eden Prairie, Minnesota.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-01-23$356.26 RISE2026-03-27$259.02 PEAK2026-05-13$401.16 110d | -27.3% 63d | Missed | Missed | — | — | +54.9% 47d | Missed |
DROP2025-10-08$369.92 RISE2026-02-05$268.55 PEAK2026-05-04$370.75 208d | -27.4% 120d | Missed | Missed | — | — | +38.1% 88d | Missed |
DROP2025-10-08$369.92 RISE2025-11-19$309.09 PEAK2026-01-23$356.26 107d | -16.4% 42d | Missed | Missed | — | — | +15.3% 65d | Missed |
DROP2025-04-11$599.47 RISE2025-08-01$237.77 PEAK2025-10-08$369.92 180d | -60.3% 112d | Missed | Missed | — | — | +55.6% 68d | Missed |
DROP2025-04-11$599.47 RISE2025-05-15$274.35 PEAK2025-07-01$326.14 81d | -54.2% 34d | Missed | Missed | — | — | +18.9% 47d | Missed |
DROP2024-11-11$625.25 RISE2025-02-24$461.52 PEAK2025-04-11$599.47 151d | -26.2% 105d | Missed | Missed | — | — | +29.9% 46d | Missed |
DROP2023-12-05$550.26 RISE2024-04-12$439.20 PEAK2024-05-17$524.63 164d | -20.2% 129d | Missed | Missed | — | — | +19.5% 35d | Missed |
DROP2022-04-20$546.01 RISE2022-06-17$452.06 PEAK2022-08-19$548.32 121d | -17.2% 58d | Missed | Missed | — | — | +21.3% 63d | Missed |
DROP2020-02-19$305.31 RISE2020-03-23$194.86 PEAK2020-06-05$311.85 107d | -36.2% 33d | Missed | Missed | — | — | +60.0% 74d | Missed |
Investing.com -- Massachusetts filed a lawsuit on Friday against a UnitedHealth insurance unit, alleging the company defrauded the state’s Medicaid program of more than $100 million by inflating the severity of illnesses among older patients.
The Dow Jones (^DJI) is packed with iconic businesses that have built strong brands and durable market positions. A select few continue to thrive, delivering solid returns and proving their resilience in an evolving market.
The insurer is removing nearly two-thirds of approval requirements for patients under 18.
Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector […]
UnitedHealth Group plans to stop requiring doctors to get approvals for an array of pediatric procedures, tests and services, further cutting back on a process that has long been detested by physicians and patients.
Berkshire Hathaway has exited its position in UnitedHealth Group, selling its remaining stake in NYSE:UNH. The sale comes as UnitedHealth continues to work through regulatory issues and implements changes such as Optum Rx's transparent pharmacy benefit model. Berkshire's exit is being watched closely as a potential signal of shifting institutional sentiment toward UnitedHealth's risk and return profile. UnitedHealth Group, trading at around $382.53, sits at the center of US managed care and...
As UnitedHealth Group has considerably outperformed its sector peers recently, analysts remain highly optimistic about the stock’s prospects.
MOH's Medicaid focus, dual-eligible expansion and stronger share gains make it stand out against UNH in managed care.
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monday.com delivers cloud-based workflow solutions to a global client base, serving enterprises and institutions across multiple sectors.
UnitedHealth (UNH) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
UnitedHealth Group Incorporated (NYSE:UNH) is included among the 10 Safe Stocks to Buy for the Long Term in 2026. On May 27, Bernstein raised the firm’s price target on UnitedHealth Group Incorporated (NYSE:UNH) to $492 from $444 and maintained an Outperform rating on the shares. The new target implies 27% upside potential. The firm said […]
Berkshire cashed out of UnitedHealth before the recent rally, but that doesn't mean Abel sold too early.
It hasn't abandoned finance; just a specific type of finance company.
Earlier this week, UnitedHealth Group’s Optum Rx unit launched a transparent, fee-based pharmacy care model that removes spread pricing and ties fees to per‑member payments, aiming to align incentives for patients and plan sponsors. This shift toward clearer pharmacy pricing has attracted supportive analyst commentary, highlighting how reforming the PBM model could influence UnitedHealth’s broader healthcare earnings mix. Now we’ll examine how Optum Rx’s transparent pharmacy model may...
Pre-Market Stock Futures: Futures are trading higher as we hit the mid-week point, as the technology-led rally continues to spiral higher. While the major indices finished the day mixed, the technology-heavy Nasdaq led the way once again, closing at a new record high of 26,656, up 1.19%, while the S&P 500 also set a new ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More
UnitedHealth Group Incorporated (NYSE:UNH) ranks among the best stocks for a couch potato portfolio. On May 15, Bernstein SocGen Group maintained its Outperform rating and $444 price target for UnitedHealth Group Incorporated (NYSE:UNH). The firm touched on UnitedHealth’s recently introduced transparent pharmacy benefit manager (PBM) approach, which aims to improve clarity, reliability, and cost in […]
On May 26, 2026, Micron’s surge helped propel the S&P 500 and Nasdaq to fresh records even as the Dow lagged.
On May 26, 2026, Micron’s surge helped propel the S&P 500 and Nasdaq to fresh records even as the Dow lagged.
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.61%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.76%. June E-mini S&P futures (ESM26 ) rose +0.61%, and June E-mini Nasdaq futures...
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| UNH | +3.13% | +28.95% | +15.21% | +25.97% |
| XLV | +2.97% | -5.72% | -3.44% | +12.69% |
| Alpha (stock − sector) | +0.16% | +34.66% | +18.65% | +13.28% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 45.33M | $12.27B | 0.42% | Unchanged | 2026-03-31 |
| CapResearch | fundamental | 17.11M | $4.63B | 0.72% | Added+173.3% | 2026-03-31 |
| FidelityFMR | fundamental | 12.02M | $3.25B | 0.17% | Trimmed-5.4% | 2026-03-31 |
| Wellington | fundamental | 10.09M | $2.73B | 0.51% | Trimmed-35.7% | 2026-03-31 |
| TwoSigma | quant | 1.70M | $460.06M | 0.37% | Added+6899.3% | 2026-03-31 |
| DEShaw | quant | 1.17M | $315.84M | 0.19% | Added+24.0% | 2026-03-31 |
| RenTech | quant | 1.16M | $313.46M | 0.49% | Added+45.4% | 2026-03-31 |
| Citadel | multi-strat | 419.5K | $113.51M | 0.15% | Trimmed-20.5% | 2026-03-31 |
| Tiger | growth | 350.4K | $94.83M | 0.42% | Trimmed-16.6% | 2026-03-31 |
| Soros | macro | 65.0K | $17.59M | 0.19% | Added+14.4% | 2026-03-31 |
| TRowePrice | fundamental | 20.87M | $5.65M | 0.65% | Added+10.9% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-04-27 | Conway Patrick Hugh | Chief Executive Officer, Optum | S Open-market sale | 800 | $355.00 | −$284.0K |
| 2026-04-06 | FLYNN TIMOTHY PATRICK | Director | A Grant / award | 350 | — | +$0 |
| 2026-04-06 | MONTGOMERY RICE VALERIE MD | Director | A Grant / award | 343 | — | +$0 |
| 2026-04-06 | Gottlieb Scott | Director | A Grant / award | 320 | — | +$0 |
| 2026-04-06 | GARCIA PAUL R | Director | A Grant / award | 137 | — | +$0 |
| 2026-04-06 | GARCIA PAUL R | Director | A Grant / award | 206 | — | +$0 |
| 2026-04-06 | Noseworthy John H | Director | A Grant / award | 320 | — | +$0 |
| 2026-04-06 | Gil Kristen | Director | A Grant / award | 320 | — | +$0 |
| 2026-04-06 | Baker Charles D. | Director | A Grant / award | 343 | — | +$0 |
| 2026-04-06 | MCNABB FREDERICK WILLIAM III | Director | A Grant / award | 388 | — | +$0 |
| 2026-04-06 | HOOPER MICHELE J | Director | A Grant / award | 206 | — | +$0 |
| 2026-03-19 | Conway Patrick Hugh | Chief Executive Officer, Optum | A Grant / award | 125 | — | +$0 |
| 2026-03-19 | Gottlieb Scott | Director | A Grant / award | 1 | — | +$0 |
| 2026-03-19 | Gil Kristen | Director | A Grant / award | 8 | — | +$0 |
| 2026-03-19 | HOOPER MICHELE J | Director | A Grant / award | 292 | — | +$0 |
| 2026-03-19 | McSweeney Erin | EVP & Chief People Officer | A Grant / award | 65 | — | +$0 |
| 2026-03-19 | Baker Charles D. | Director | A Grant / award | 14 | — | +$0 |
| 2026-03-19 | HEMSLEY STEPHEN J | CEO, UHG | A Grant / award | 61 | — | +$0 |
| 2026-03-19 | FLYNN TIMOTHY PATRICK | Director | A Grant / award | 79 | — | +$0 |
| 2026-03-19 | MCNABB FREDERICK WILLIAM III | Director | A Grant / award | 64 | — | +$0 |
| 2026-03-19 | Noel Timothy John | Chief Executive Officer, UHC | A Grant / award | 102 | — | +$0 |
| 2026-03-19 | Zaetta Christopher R | EVP & Chief Legal Officer | A Grant / award | 90 | — | +$0 |
| 2026-03-19 | Noseworthy John H | Director | A Grant / award | 52 | — | +$0 |
| 2026-03-19 | GARCIA PAUL R | Director | A Grant / award | 16 | — | +$0 |
| 2026-03-19 | Stankiewicz Dennis Andrew | Chief Accounting Officer | A Grant / award | 68 | — | +$0 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-28upcoming | 4.85 | — | — |
| 2026-04-21 | 6.60 | 7.23 | +9.52% |
| 2026-01-27 | 2.11 | 2.11 | +0.19% |
| 2025-10-28 | 2.81 | 2.92 | +3.99% |
| 2025-07-29 | 4.45 | 4.08 | -8.23% |
| 2025-04-17 | 6.93 | 6.85 | -1.21% |
| 2025-01-16 | 6.74 | 6.81 | +1.08% |
| 2024-10-15 | 7.03 | 7.15 | +1.70% |
| 2024-07-16 | 6.63 | 6.80 | +2.49% |
| 2024-04-16 | 6.62 | 6.91 | +4.44% |
| 2024-01-12 | 5.99 | 6.16 | +2.89% |
| 2023-10-13 | 6.35 | 6.56 | +3.34% |
| 2023-07-14 | 5.98 | 6.14 | +2.68% |
| 2023-04-14 | 6.08 | 6.26 | +3.03% |
| 2023-01-13 | 5.17 | 5.34 | +3.22% |
| 2022-10-14 | 5.44 | 5.79 | +6.50% |