Earnings Pressure: Social media buzz centers on UnitedHealth Group's steep decline after weak fourth-quarter results and unprecedented revenue drop guidance. Pressures from Medicare Advantage rate squeezes and cyberattack costs have fueled the roughly 50% drop from recent highs. Traders debate whether a local bottom has formed amid higher lows on charts.
Valuation Debate: Participants highlight forward multiples trading below historical medians, drawing value-oriented investors. Some dismiss the selloff as an overreaction to unconfirmed 2027 rate projections, anticipating a gap up with policy clarity. The stock's position near support levels sparks talk of rotation back in.
Sector Headwinds: Slowing Medicare Advantage enrollment growth across peers adds caution, yet UnitedHealth remains a hedge fund favorite. Defensive qualities and robust cash flows underpin optimism despite broader healthcare turmoil. Discussions portray it as a resilient compounder in uncertain times.
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 17 times in the past 6 months. Of those trades, 7 have been purchases and 10 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 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- 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 3 times. They made 1 purchase worth up to $15,000 on 10/30 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
UnitedHealth Group Hedge Fund Activity
We have seen 1,331 institutional investors add shares of UnitedHealth Group stock to their portfolio, and 1,964 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 20,260,160 shares (-73.6%) from their portfolio in Q4 2025, for an estimated $6,688,081,417
- 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 removed 6,780,251 shares (-52.0%) from their portfolio in Q4 2025, for an estimated $2,238,228,657
- CARDANO RISK MANAGEMENT B.V. added 2,262,006 shares (+864.4%) to their portfolio in Q4 2025, for an estimated $746,710,800
- APPALOOSA LP removed 2,246,500 shares (-91.7%) from their portfolio in Q3 2025, for an estimated $775,716,450
- UBS GROUP AG removed 1,839,868 shares (-40.3%) from their portfolio in Q4 2025, for an estimated $607,358,825
- LONE PINE CAPITAL LLC removed 1,693,347 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $584,712,719
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
UnitedHealth Group Government Contracts
We have seen $14,258,151,577 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
- Wells Fargo issued a "Overweight" rating on 01/30/2026
- Barclays 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
- Stephen Baxter from Wells Fargo set a target price of $370.0 on 01/30/2026
- Andrew Mok from Barclays set a target price of $327.0 on 01/30/2026
- David Windley from Jefferies set a target price of $340.0 on 01/28/2026
- An analyst from Leerink Partners set a target price of $345.0 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.
