Recent discussions on X about UnitedHealth Group (UNH) have centered on the company's latest updates regarding its Medicare Advantage business and reaffirmed 2025 earnings guidance. Posts on the platform highlight a notable surge in the stock price, with some noting gains of over 5% following the news of consistent Medicare Advantage ratings and a positive outlook. The buzz reflects a renewed focus on the company’s ability to navigate prior challenges while maintaining investor interest.
However, not all chatter is uniformly optimistic, as some users continue to reference lingering concerns over regulatory scrutiny and past financial pressures, including a Department of Justice investigation into Medicare billing practices. Despite these concerns, the tone of many recent posts suggests a shift toward cautious hope, fueled by analyst upgrades and reaffirmed guidance. This mix of perspectives keeps the conversation dynamic and closely watched by market observers.
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, 16 have been purchases and 20 have been sales.
Here’s a breakdown of recent trading of $UNH stock by members of Congress over the last 6 months:
- 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.
- SENATOR SHELDON WHITEHOUSE sold up to $50,000 on 08/28.
- 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.
- SENATOR MARKWAYNE MULLIN sold up to $50,000 on 08/01.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 07/24, 04/07.
- SENATOR ANGUS S. KING JR. sold up to $15,000 on 07/15.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/17 and 1 sale worth up to $15,000 on 06/24.
- 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 3 times. They made 2 purchases worth up to $65,000 on 05/30, 03/31 and 1 sale worth up to $15,000 on 04/29.
- 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 2 times. They made 1 purchase worth up to $50,000 on 04/08 and 1 sale worth up to $50,000 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 3 times. They made 2 purchases worth up to $100,000 on 04/07, 03/31 and 1 sale worth up to $50,000 on 05/08.
- REPRESENTATIVE BRUCE WESTERMAN sold 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 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 1,525 institutional investors add shares of UnitedHealth Group stock to their portfolio, and 2,239 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
- 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 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
UnitedHealth Group Government Contracts
We have seen $19,898,967,215 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 15 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 09/09/2025
- Cantor Fitzgerald issued a "Overweight" rating on 08/26/2025
- Morgan Stanley issued a "Overweight" rating on 08/20/2025
- JP Morgan issued a "Overweight" rating on 08/06/2025
- Baird issued a "Underperform" rating on 07/31/2025
- RBC Capital issued a "Outperform" rating on 07/30/2025
- Keybanc issued a "Overweight" rating on 07/30/2025
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 21 analysts offer price targets for $UNH in the last 6 months, with a median target of $350.0.
Here are some recent targets:
- David Macdonald from Truist Securities set a target price of $365.0 on 09/09/2025
- Lance Wilkes from Bernstein set a target price of $379.0 on 09/05/2025
- Andrew Mok from Barclays set a target price of $352.0 on 09/04/2025
- Sarah James from Cantor Fitzgerald set a target price of $440.0 on 08/26/2025
- Ricky Goldwasser from Morgan Stanley set a target price of $325.0 on 08/20/2025
- Kevin Fischbeck from B of A Securities set a target price of $325.0 on 08/18/2025
- Lisa Gill from JP Morgan set a target price of $310.0 on 08/06/2025
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.
