Earnings Reaction: UnitedHealth Group's latest earnings triggered sharp declines in the stock, as revenue fell short of expectations despite a slight EPS beat, fueling concerns over rising medical costs and soft guidance. Social media erupted with frustration over the 15% pre-market drop, linking it to persistent Medicare Advantage pressures and prior cyberattack fallout. Investors highlighted normalizing margins but questioned near-term recovery speed.
Valuation Debate: Amid the selloff, discussions turned to the stock's attractive forward P/E around 16-17 times, positioning it as a potential value play for patient holders. Some pointed to Berkshire Hathaway's stake and management's long-term EPS growth targets of 10-15%, urging against panic selling. Yet, caution prevailed, with warnings of prolonged turnaround amid regulatory headwinds.
Analyst Echoes: Recent analyst updates, like Mizuho's Outperform rating with a $350 target, reflected delayed earnings recovery to 2028 due to 2027 Medicare notices. Social media users weighed upside from Medicaid margins against sector-wide fears, as peers like Molina also faltered. The conversation underscored a gritty resolve in healthcare's structural demand.
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 1 times in the past 6 months. Of those trades, 0 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:
- 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 Revenue
UnitedHealth Group had revenues of $113.2B in Q4 2025. This is an increase of 12.31% from the same period in the prior year.
You can track UNH financials on Quiver Quantitative's UNH stock page.
UnitedHealth Group Congressional Stock Trading
Members of Congress have traded $UNH stock 20 times in the past 6 months. Of those trades, 8 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $UNH stock by members of Congress over the last 6 months:
- REPRESENTATIVE KEVIN HERN sold up to $500,000 on 12/23.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 3 purchases worth up to $80,000 on 12/19, 10/09, 09/05 and 1 sale worth up to $15,000 on 11/12.
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 11/13, 08/14.
- REPRESENTATIVE RICHARD MCCORMICK has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/05 and 1 sale worth up to $15,000 on 09/18.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 08/13 and 2 sales worth up to $30,000 on 10/31, 10/30.
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 09/24.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- 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 purchased up to $15,000 on 08/28.
- REPRESENTATIVE TIM MOORE sold up to $100,000 on 08/15.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
UnitedHealth Group Hedge Fund Activity
We have seen 1,386 institutional investors add shares of UnitedHealth Group stock to their portfolio, and 1,843 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
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 5,146,915 shares (+59.8%) to their portfolio in Q3 2025, for an estimated $1,777,229,749
- PRICE T ROWE ASSOCIATES INC /MD/ removed 3,768,686 shares (-17.2%) from their portfolio in Q3 2025, for an estimated $1,301,327,275
- 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
- APPALOOSA LP removed 2,246,500 shares (-91.7%) from their portfolio in Q3 2025, for an estimated $775,716,450
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
UnitedHealth Group Government Contracts
We have seen $14,234,901,046 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 JANUARY: $732,700,373
- 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.
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 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
- Leerink Partners issued a "Outperform" rating on 01/28/2026
- Jefferies issued a "Buy" rating on 01/28/2026
- Bernstein issued a "Outperform" rating on 10/30/2025
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 $389.0.
Here are some recent targets:
- Ann Hynes from Mizuho set a target price of $350.0 on 02/05/2026
- Lisa Gill from JP Morgan set a target price of $389.0 on 02/02/2026
- David Macdonald from Truist Securities set a target price of $370.0 on 02/02/2026
- Andrew Mok from Barclays set a target price of $327.0 on 01/30/2026
- Stephen Baxter from Wells Fargo set a target price of $370.0 on 01/30/2026
- An analyst from Leerink Partners set a target price of $345.0 on 01/28/2026
- A.J. Rice from UBS set a target price of $410.0 on 01/28/2026
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.
