DOJ Investigation Concerns: Recent discussions on X about UnitedHealth Group (UNH) have been dominated by the ongoing Department of Justice investigation into Medicare billing practices. Many express fears of hefty financial penalties that could further impact the stock, which has already seen a notable year-to-date decline. The tone among investors reflects significant anxiety over these regulatory risks.
Sudden Sentiment Shift: In a surprising turn, posts on X indicate a rapid shift in investor sentiment from bearish to bullish over just a few days. Reports of a 5.8% stock price surge, from $321 to $340, have fueled optimism, with some pointing to reaffirmed 2025 earnings guidance as a stabilizing factor. This dramatic reversal has sparked lively debates about the stock’s future trajectory.
Policy and Market Dynamics: Chatter on X also highlights potential policy tailwinds and market dynamics influencing UNH, including discussions around Medicare Advantage outlooks and reduced exposure to certain revenue streams. Some investors see these factors as reasons for renewed confidence, though volatility remains a key concern. The conversation continues to evolve as new updates emerge.
Note: This discussion summary was generated from an AI condensation of post data.
UnitedHealth Group Insider Trading Activity
UnitedHealth Group insiders have traded $UNH stock on the open market 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $UNH stock by insiders over the last 6 months:
- STEPHEN J HEMSLEY (CEO, UHG) purchased 86,700 shares for an estimated $25,019,019
- JOHN F REX (President & CFO) purchased 17,175 shares for an estimated $4,999,919
- PATRICK HUGH CONWAY (Chief Executive Officer, Optum) sold 589 shares for an estimated $179,645
- CHARLES D. BAKER sold 27 shares for an estimated $9,613
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
UnitedHealth Group Congressional Stock Trading
Members of Congress have traded $UNH stock 25 times in the past 6 months. Of those trades, 12 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $UNH stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 1 purchase worth up to $50,000 on 09/24 and 1 sale worth up to $50,000 on 08/01.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE RICHARD MCCORMICK sold up to $15,000 on 09/18.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 09/05, 05/30 and 1 sale worth up to $50,000 on 08/05.
- SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 09/04, 08/28.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $45,000 on 08/28, 08/04, 05/16 and 0 sales.
- REPRESENTATIVE TIM MOORE has traded it 5 times. They made 4 purchases worth up to $130,000 on 08/08, 08/01, 07/21, 07/16 and 1 sale worth up to $100,000 on 08/15.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 08/14, 07/24.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $30,000 on 08/13, 06/17 and 1 sale worth up to $15,000 on 06/24.
- SENATOR ANGUS S. KING JR. sold up to $15,000 on 07/15.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 06/23.
- SENATOR JOHN BOOZMAN sold up to $15,000 on 06/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
UnitedHealth Group Hedge Fund Activity
We have seen 1,607 institutional investors add shares of UnitedHealth Group stock to their portfolio, and 2,065 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 7,697,387 shares (-31.8%) from their portfolio in Q3 2025, for an estimated $2,657,907,731
- CAPITAL RESEARCH GLOBAL INVESTORS added 7,293,009 shares (+126.9%) to their portfolio in Q3 2025, for an estimated $2,518,276,007
- MORGAN STANLEY removed 6,262,215 shares (-29.3%) from their portfolio in Q2 2025, for an estimated $1,953,623,213
- BERKSHIRE HATHAWAY INC added 5,039,564 shares (+inf%) to their portfolio in Q2 2025, for an estimated $1,572,192,781
- DODGE & COX added 4,730,192 shares (+117.7%) to their portfolio in Q2 2025, for an estimated $1,475,677,998
- CAPITAL WORLD INVESTORS added 3,439,182 shares (+18.8%) to their portfolio in Q3 2025, for an estimated $1,187,549,544
- FMR LLC removed 3,112,368 shares (-18.5%) from their portfolio in Q3 2025, for an estimated $1,074,700,670
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
UnitedHealth Group Government Contracts
We have seen $16,680,329,720 of award payments to $UNH over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- EXPRESS REPORT: R3 FY25 3RD QTR APRIL: $830,362,703
- EXPRESS REPORT: R3 FY25 3RD QTR MAY: $819,320,444
- EXPRESS REPORT: R3 FY25 2ND QTR MARCH: $791,841,212
- EXPRESS REPORT: R3 FY25 1ST QTR OCTOBER: $771,731,035
- EXPRESS REPORT: R3 FY25 1ST QTR NOVEMBER: $749,361,473
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
UnitedHealth Group Analyst Ratings
Wall Street analysts have issued reports on $UNH in the last several months. We have seen 15 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Bernstein issued a "Outperform" rating on 10/30/2025
- Piper Sandler issued a "Overweight" rating on 10/29/2025
- RBC Capital issued a "Outperform" rating on 10/29/2025
- UBS issued a "Buy" rating on 10/29/2025
- Jefferies issued a "Buy" rating on 10/17/2025
- Goldman Sachs issued a "Buy" rating on 10/14/2025
- Keybanc issued a "Overweight" rating on 10/08/2025
To track analyst ratings and price targets for UnitedHealth Group, check out Quiver Quantitative's $UNH forecast page.
UnitedHealth Group Price Targets
Multiple analysts have issued price targets for $UNH recently. We have seen 21 analysts offer price targets for $UNH in the last 6 months, with a median target of $400.0.
Here are some recent targets:
- Ryan Langston from TD Cowen set a target price of $338.0 on 10/30/2025
- Lance Wilkes from Bernstein set a target price of $440.0 on 10/30/2025
- Ben Hendrix from RBC Capital set a target price of $408.0 on 10/29/2025
- Kevin Caliendo from UBS set a target price of $430.0 on 10/29/2025
- Jessica Tassan from Piper Sandler set a target price of $417.0 on 10/29/2025
- David Windley from Jefferies set a target price of $409.0 on 10/17/2025
- Scott Fidel from Goldman Sachs set a target price of $406.0 on 10/14/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
