Price chart
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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net 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
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 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 | 105.6 | 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%
| Holder | Shares | % 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
yfinanceConsensus: buy (mean 1.71429). Distribution requires FINNHUB_API_KEY.
SEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 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 · |
| 4 | 2026-04-06 | FORM 4 | view · |
| 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 · |
| 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 · |
| 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 · |
| 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 · |
| 4 | 2026-01-06 | FORM 4 | view · |
| 4 | 2026-01-06 | FORM 4 | view · |
| 4 | 2026-01-06 | FORM 4 | view · |
| 4 | 2026-01-06 | FORM 4 | view · |
| 4 | 2026-01-06 | FORM 4 | view · |
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-…