BofA Upgrade: Social media lit up with commentary on Bank of America's upgrade of UnitedHealth to a buy rating, driven by improving cost trends that fueled a sharp 5.2 percent single-day rally. Participants noted the move's supportive effect on the Dow Jones index and the wider healthcare sector amid recent market volatility.
Price Momentum: Observers pointed to the stock trading near $400 with some projecting a climb toward $500 as momentum builds. Portfolio allocations frequently featured UnitedHealth as a core holding, underscoring its recurring revenue stability in the insurance and health tech space.
Valuation Focus: Discussions emphasized the company's P/FCF multiple at 17.4 times alongside a solid trailing free cash flow yield of $21.62 per share. Analysts on social media weighed whether current levels offered an attractive entry or if further dips might enhance the margin of safety.
Note: This discussion summary was generated from an AI condensation of post data.
UnitedHealth Group Revenue
UnitedHealth Group had revenues of $111.7B in Q1 2026. This is an increase of 1.96% from the same period in the prior year.
You can track UNH financials on Quiver Quantitative's UNH stock page.
You can access data on UNH stock through the Quiver Quantitative API.
UnitedHealth Group Congressional Stock Trading
Members of Congress have traded $UNH stock 11 times in the past 6 months. Of those trades, 8 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $UNH stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 2 times. They made 2 purchases worth up to $30,000 on 04/22 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 3 purchases worth up to $80,000 on 04/14, 03/13, 12/19 and 1 sale worth up to $50,000 on 02/10.
- REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 03/19.
- SENATOR MARKWAYNE MULLIN purchased up to $100,000 on 02/25.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 02/05.
- REPRESENTATIVE KEVIN HERN sold up to $500,000 on 12/23.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 12/18.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
UnitedHealth Group Hedge Fund Activity
We have seen 1,343 institutional investors add shares of UnitedHealth Group stock to their portfolio, and 1,967 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 12,377,403 shares (+146.6%) to their portfolio in Q1 2026, for an estimated $3,327,664,796
- CAPITAL RESEARCH GLOBAL INVESTORS added 10,850,420 shares (+173.3%) to their portfolio in Q1 2026, for an estimated $2,917,135,417
- CAPITAL INTERNATIONAL INVESTORS removed 9,653,799 shares (-51.7%) from their portfolio in Q1 2026, for an estimated $2,595,423,861
- WELLINGTON MANAGEMENT GROUP LLP removed 5,597,135 shares (-35.7%) from their portfolio in Q1 2026, for an estimated $1,504,789,744
- CAPITAL WORLD INVESTORS added 5,192,373 shares (+23.0%) to their portfolio in Q1 2026, for an estimated $1,395,969,481
- BERKSHIRE HATHAWAY INC removed 5,039,564 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $1,354,886,781
- ROYAL BANK OF CANADA removed 2,749,844 shares (-34.1%) from their portfolio in Q1 2026, for an estimated $739,295,559
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
UnitedHealth Group Government Contracts
We have seen $15,177,686,595 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 2ND QTR FEBRUARY: $730,504,137
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
UnitedHealth Group Analyst Ratings
Wall Street analysts have issued reports on $UNH in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 02/05/2026
- Truist Securities issued a "Buy" rating on 02/02/2026
- Barclays issued a "Overweight" rating on 01/30/2026
- Wells Fargo issued a "Overweight" rating on 01/30/2026
- Jefferies issued a "Buy" rating on 01/28/2026
- Leerink Partners issued a "Outperform" rating on 01/28/2026
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 19 analysts offer price targets for $UNH in the last 6 months, with a median target of $405.0.
Here are some recent targets:
- Erin Wright from Morgan Stanley set a target price of $453.0 on 06/04/2026
- Kevin Fischbeck from B of A Securities set a target price of $450.0 on 06/04/2026
- David Macdonald from Truist Securities set a target price of $440.0 on 06/01/2026
- Lance Wilkes from Bernstein set a target price of $492.0 on 05/27/2026
- Andrew Mok from Barclays set a target price of $429.0 on 05/26/2026
- A.J. Rice from UBS set a target price of $460.0 on 05/22/2026
- Ann Hynes from Mizuho set a target price of $440.0 on 05/20/2026
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.
