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Next Bullish Trade
UNH UnitedHealth Group Incorporated NYQ
$377.92 -1.94 (-0.51%)
Neutral · +0.13σ

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-03-31 $111.7B $6.3B $9.0B $8.1B 5.6% 8.0%
2025-12-31 $113.2B $0.0B $0.4B $0.2B 0.0% 0.3%
2025-09-30 $113.2B $2.3B $4.3B $5.1B 2.1% 3.8%
2025-06-30 $111.6B $3.4B $5.2B $6.3B 3.1% 4.6%
2025-03-31 $109.6B $6.3B $9.1B $4.6B 5.7% 8.3%
2024-09-30 $nanB $nanB $nanB $nanB nan% nan%

Earnings replay · last 20 reports

DateEPS actual EPS estSurprise
2026-04-21 7.23 6.60 +9.5%
2026-01-27 2.11 2.11 +0.2%
2025-10-28 2.92 2.81 +4.0%
2025-07-29 4.08 4.45 -8.2%
2025-04-17 6.85 6.93 -1.2%
2025-01-16 6.81 6.74 +1.1%
2024-10-15 6.51 6.60 -1.3%
2024-07-16 6.80 6.63 +2.5%
2024-04-16 6.91 6.62 +4.4%
2024-01-12 6.16 5.99 +2.9%
2023-10-13 6.56 6.35 +3.3%
2023-07-14 6.14 5.98 +2.7%
2023-04-14 6.26 6.08 +3.0%
2023-01-13 5.34 5.17 +3.2%
2022-10-14 5.79 5.44 +6.5%
2022-07-15 5.57 5.21 +6.9%
2022-04-14 5.49 5.35 +2.6%
2022-01-19 4.48 4.31 +4.0%
2021-10-14 4.52 4.42 +2.4%
2021-07-15 4.70 4.46 +5.4%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Healthcare

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
LLY $949B 37.7 23.9 13.1 27.3 30.5 82.8% 55.5% 169.9% 0.96%
UNH $343B 28.5 18.1 0.8 18.5 3.5 18.8% 2.0% 0.7% 5.15%
JNJ $537B 25.8 17.5 5.6 16.6 6.6 68.0% 9.9% -52.9% 2.33%
MRK $286B 32.6 12.1 4.3 11.2 6.2 76.7% 4.9% 4.92%
ABBV $381B 105.1 13.3 6.1 14.8 -57.2 72.0% 12.4% -46.2% 5.47%
PFE $146B 19.5 9.0 2.3 7.8 1.6 74.8% 5.4% -10.1% 8.50%
TMO $179B 26.5 17.7 4.0 19.4 3.4 40.9% 6.2% 11.3% 3.08%
ABT $151B 24.4 14.3 3.4 15.2 2.9 56.5% 7.8% -19.7% 4.19%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 36.35%

HolderShares% out
Blackrock Inc. 73,467,531 8.09%
Vanguard Capital Management LLC 58,870,777 6.48%
State Street Corporation 45,332,186 4.99%
Capital World Investors 27,783,415 3.06%
Vanguard Portfolio Management LLC 24,036,504 2.65%
Geode Capital Management, LLC 22,768,695 2.51%
Price (T.Rowe) Associates Inc 20,873,946 2.30%
Charles Schwab Investment Management 20,817,755 2.29%
JPMORGAN CHASE & CO 19,102,541 2.10%
Capital Research Global Investors 17,112,218 1.88%

Insider activity · 90d

No insider trades for UNH in last 90d.

Analyst estimates

yfinance
Low
$287.0
Mean
$401.46155
High
$492.0
Analysts
26

Consensus: buy (mean 1.71429). Distribution requires FINNHUB_API_KEY.

SEC filings

FormFiled DescriptionAction
8-K 2026-05-11 8-K view ·
10-Q 2026-05-05 10-Q view ·
4 2026-04-27 FORM 4 view ·
DEF 14A 2026-04-21 FORM DEF 14A view ·
8-K 2026-04-21 8-K view ·
4 2026-04-06 FORM 4 view ·
4 2026-04-06 FORM 4 view ·
4 2026-04-06 FORM 4 view ·
4 2026-04-06 FORM 4 view ·
4 2026-04-06 FORM 4 view ·
4 2026-04-06 FORM 4 view ·
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4 2026-04-06 FORM 4 view ·
4 2026-04-06 FORM 4 view ·
4 2026-03-19 FORM 4 view ·
4 2026-03-19 FORM 4 view ·
4 2026-03-19 FORM 4 view ·
4 2026-03-19 FORM 4 view ·
4 2026-03-19 FORM 4 view ·
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4 2026-03-19 FORM 4 view ·
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4 2026-03-19 FORM 4 view ·
4 2026-03-19 FORM 4 view ·
4 2026-03-19 FORM 4 view ·
4 2026-03-19 FORM 4 view ·
8-K 2026-03-09 8-K view ·
8-K 2026-03-02 8-K view ·
10-K 2026-03-02 10-K view ·
4 2026-02-25 FORM 4 view ·
4 2026-02-25 FORM 4 view ·
4 2026-02-25 FORM 4 view ·
4 2026-02-25 FORM 4 view ·
4 2026-02-25 FORM 4 view ·
4 2026-02-25 FORM 4 view ·
8-K 2026-02-25 8-K view ·
4 2026-02-24 FORM 4 view ·
4 2026-02-24 FORM 4 view ·
4 2026-02-24 FORM 4 view ·
4 2026-02-24 FORM 4 view ·
4 2026-02-24 FORM 4 view ·
4 2026-02-17 FORM 4 view ·
4 2026-02-17 FORM 4 view ·
4 2026-02-17 FORM 4 view ·
4 2026-02-17 FORM 4 view ·
4 2026-02-17 FORM 4 view ·
8-K 2026-01-27 8-K view ·
8-K 2026-01-12 8-K view ·
4 2026-01-06 FORM 4 view ·
4 2026-01-06 FORM 4 view ·
4 2026-01-06 FORM 4 view ·
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About

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-…