Regulatory Scrutiny Intensifies: Recent chatter on X about UnitedHealth Group (UNH) has been heavily focused on the ongoing Department of Justice investigations into its Medicare billing practices. Many are highlighting the potential financial fallout, with some pointing to the stock’s significant year-to-date decline as evidence of investor concern. The discussion reflects deep unease about regulatory risks.
Earnings and Strategic Shifts: Attention on X has also turned to UNH’s upcoming earnings update on October 28, seen as a critical moment for the company’s 2026 outlook. Posts note the company’s strategic exits from less profitable Medicare Advantage segments, sparking debate on whether this signals strength or desperation. Some express cautious hope for margin recovery amidst rising medical costs.
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 36 times in the past 6 months. Of those trades, 14 have been purchases and 22 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 has traded it 3 times. They made 1 purchase worth up to $15,000 on 04/29 and 2 sales worth up to $30,000 on 09/23, 05/06.
- REPRESENTATIVE RICHARD MCCORMICK sold up to $15,000 on 09/18.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $30,000 on 09/05, 05/30 and 2 sales worth up to $65,000 on 08/05, 04/29.
- 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 4 times. They made 4 purchases worth up to $95,000 on 08/28, 08/04, 05/16, 05/14 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.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $50,000 on 05/15.
- 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 sold up to $50,000 on 05/08.
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 7 times in the past 6 months. Of those trades, 5 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
- 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
- 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 Hedge Fund Activity
We have seen 1,541 institutional investors add shares of UnitedHealth Group stock to their portfolio, and 2,021 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 15,078,082 shares (-72.4%) from their portfolio in Q2 2025, for an estimated $4,703,909,241
- FMR LLC removed 7,414,111 shares (-30.6%) from their portfolio in Q2 2025, for an estimated $2,312,980,208
- JPMORGAN CHASE & CO removed 6,297,614 shares (-24.0%) from their portfolio in Q2 2025, for an estimated $1,964,666,639
- 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 removed 4,452,015 shares (-19.5%) from their portfolio in Q2 2025, for an estimated $1,388,895,119
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
UnitedHealth Group Government Contracts
We have seen $16,795,355,660 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 16 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Morgan Stanley issued a "Overweight" rating on 09/12/2025
- Truist Securities issued a "Buy" rating on 09/09/2025
- Cantor Fitzgerald issued a "Overweight" rating on 08/26/2025
- JP Morgan issued a "Overweight" rating on 08/06/2025
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 $390.0.
Here are some recent targets:
- 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
- Lisa Gill from JP Morgan set a target price of $425.0 on 10/09/2025
- Ann Hynes from Mizuho set a target price of $430.0 on 10/09/2025
- Andrew Mok from Barclays set a target price of $386.0 on 10/09/2025
- Lance Wilkes from Bernstein set a target price of $433.0 on 10/08/2025
- Matthew Gillmor from Keybanc set a target price of $400.0 on 10/08/2025
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.
