Recent chatter on X about UnitedHealth Group (UNH) has been dominated by the news of a Department of Justice investigation into the company’s Medicare billing practices. Many users expressed concern over the potential impact of this probe, with the stock experiencing a notable drop of around 4.7% following the disclosure, as reported on various financial news platforms. The discussion reflects a mix of frustration and speculation about the long-term implications for the company’s financial health.
Additionally, posts on X highlight ongoing unease stemming from earlier events this year, such as the unexpected CEO departure and the suspension of the 2025 financial outlook, which had already shaken investor confidence. Some users are debating whether the current stock price reflects all known challenges, while others remain wary of further negative developments tied to regulatory scrutiny. This latest news has only intensified the spotlight on UNH’s operational and legal challenges.
Note: This discussion summary was generated from an AI condensation of post data.
UnitedHealth Group Congressional Stock Trading
Members of Congress have traded $UNH stock 28 times in the past 6 months. Of those trades, 11 have been purchases and 17 have been sales.
Here’s a breakdown of recent trading of $UNH stock by members of Congress over the last 6 months:
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 06/23.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 04/16 and 1 sale worth up to $15,000 on 06/11.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 3 purchases worth up to $115,000 on 05/30, 03/31, 01/24 and 2 sales worth up to $65,000 on 04/29, 02/26.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $65,000 on 05/16, 05/14 and 0 sales.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 1 purchase worth up to $50,000 on 04/08 and 2 sales worth up to $100,000 on 05/15, 02/25.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 05/15.
- REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 05/14.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 2 purchases worth up to $100,000 on 04/07, 03/31 and 2 sales worth up to $100,000 on 05/08, 02/24.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/03 and 1 sale worth up to $15,000 on 04/21.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE JOHN MCGUIRE purchased up to $15,000 on 04/10.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
- REPRESENTATIVE GREG LANDSMAN sold up to $50,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
UnitedHealth Group Insider Trading Activity
UnitedHealth Group insiders have traded $UNH stock on the open market 6 times in the past 6 months. Of those trades, 5 have been purchases and 1 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
- KRISTEN GIL purchased 3,700 shares for an estimated $1,003,329
- TIMOTHY PATRICK FLYNN purchased 1,533 shares for an estimated $491,786
- PATRICK HUGH CONWAY (Chief Executive Officer, Optum) sold 589 shares for an estimated $179,645
- JOHN H NOSEWORTHY purchased 300 shares for an estimated $93,646
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
UnitedHealth Group Hedge Fund Activity
We have seen 1,494 institutional investors add shares of UnitedHealth Group stock to their portfolio, and 1,946 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GAMMA INVESTING LLC removed 8,283,184 shares (-99.9%) from their portfolio in Q2 2025, for an estimated $2,584,104,912
- FMR LLC removed 5,903,163 shares (-19.6%) from their portfolio in Q1 2025, for an estimated $3,091,781,621
- VANGUARD GROUP INC added 5,583,343 shares (+6.6%) to their portfolio in Q1 2025, for an estimated $2,924,275,896
- GQG PARTNERS LLC removed 3,425,564 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $1,794,139,145
- CAPITAL RESEARCH GLOBAL INVESTORS added 2,860,632 shares (+15.9%) to their portfolio in Q1 2025, for an estimated $1,498,256,010
- WELLINGTON MANAGEMENT GROUP LLP added 2,486,839 shares (+10.6%) to their portfolio in Q1 2025, for an estimated $1,302,481,926
- BLACKROCK, INC. added 2,275,323 shares (+3.2%) to their portfolio in Q1 2025, for an estimated $1,191,700,421
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
UnitedHealth Group Government Contracts
We have seen $18,238,036,928 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 1ST QTR OCTOBER: $771,731,035
- EXPRESS REPORT: R3 FY24 Q4 JULY: $761,807,264
- EXPRESS REPORT: R3 FY25 1ST QTR NOVEMBER: $749,361,473
- EXPRESS REPORT: R3 FY24 Q4 SEPTEMBER: $737,967,761
- EXPRESS REPORT: R3 FY25 2ND QTR JANUARY: $732,700,373
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 14 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 07/25/2025
- Truist Securities issued a "Buy" rating on 07/16/2025
- Barclays issued a "Overweight" rating on 07/09/2025
- UBS issued a "Buy" rating on 06/25/2025
- JP Morgan issued a "Overweight" rating on 06/20/2025
- Piper Sandler issued a "Overweight" rating on 06/03/2025
- Keybanc issued a "Overweight" rating on 06/02/2025
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 19 analysts offer price targets for $UNH in the last 6 months, with a median target of $355.0.
Here are some recent targets:
- Stephen Baxter from Wells Fargo set a target price of $306.0 on 07/25/2025
- David Macdonald from Truist Securities set a target price of $345.0 on 07/16/2025
- Andrew Mok from Barclays set a target price of $337.0 on 07/09/2025
- Kevin Caliendo from UBS set a target price of $385.0 on 06/25/2025
- Lisa Gill from JP Morgan set a target price of $418.0 on 06/20/2025
- Michael Ha from Baird set a target price of $312.0 on 06/11/2025
- Jessica Tassan from Piper Sandler set a target price of $353.0 on 06/03/2025
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.
