Recent discussions on X about UnitedHealth Group (UNH) have been intense, largely driven by a series of negative developments including a Department of Justice investigation into Medicare billing practices and a significant drop in stock value. Many users have expressed alarm over the company’s suspended 2025 financial outlook and the abrupt CEO transition, with the stock reportedly falling over 50% year-to-date. The tone on the platform reflects deep concern about the future trajectory of this healthcare giant.
Amidst the turmoil, there are flickers of optimism as some discussions highlight analyst upgrades and potential legislative protections for portions of the company’s revenue. Posts on X also note rising medical costs and disappointing earnings as persistent challenges, fueling debates over the stock’s long-term stability. The conversation remains dynamic, with sharp divisions on whether the current setbacks are temporary or indicative of deeper issues.
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 27 times in the past 6 months. Of those trades, 10 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 4 times. They made 2 purchases worth up to $65,000 on 05/30, 03/31 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 JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 05/15.
- 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 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 1,477 institutional investors add shares of UnitedHealth Group stock to their portfolio, and 2,022 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 $18,240,583,684 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 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Baird issued a "Underperform" rating on 07/31/2025
- Oppenheimer issued a "Outperform" rating on 07/30/2025
- RBC Capital issued a "Outperform" rating on 07/30/2025
- Piper Sandler issued a "Overweight" rating on 07/30/2025
- Keybanc issued a "Overweight" rating on 07/30/2025
- Wells Fargo issued a "Overweight" rating on 07/25/2025
- Truist Securities issued a "Buy" rating on 07/16/2025
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 $345.0.
Here are some recent targets:
- Michael Ha from Baird set a target price of $198.0 on 07/31/2025
- Kevin Fischbeck from B of A Securities set a target price of $290.0 on 07/30/2025
- Jessica Tassan from Piper Sandler set a target price of $317.0 on 07/30/2025
- Matthew Gillmor from Keybanc set a target price of $350.0 on 07/30/2025
- Michael Wiederhorn from Oppenheimer set a target price of $325.0 on 07/30/2025
- Ben Hendrix from RBC Capital set a target price of $286.0 on 07/30/2025
- Stephen Baxter from Wells Fargo set a target price of $306.0 on 07/25/2025
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.
