Recent discussions on X about UnitedHealth Group (UNH) have centered on the stock's dramatic decline, with shares reportedly down significantly year-to-date following disappointing Q2 earnings and a suspension of 2025 financial guidance. Many users have highlighted the unexpected CEO transition and rising healthcare costs as key pressures, sparking intense debate over the company's future prospects. The conversation is charged with concern over legal investigations into the company’s practices, adding fuel to the uncertainty.
Despite the gloom, some voices on X express optimism, pointing to the stock's low forward P/E ratio and insider buying as signs of potential recovery. Posts also note hedge funds accumulating shares during the dip, suggesting a belief in long-term value amid the current turmoil. This polarized dialogue reflects the high stakes surrounding one of the largest U.S. health insurers as it navigates these challenges.
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 29 times in the past 6 months. Of those trades, 12 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:
- REPRESENTATIVE TIM MOORE has traded it 2 times. They made 2 purchases worth up to $65,000 on 07/21, 07/16 and 0 sales.
- 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 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 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 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 1,473 institutional investors add shares of UnitedHealth Group stock to their portfolio, and 2,152 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
- JPMORGAN CHASE & CO removed 6,297,614 shares (-24.0%) from their portfolio in Q2 2025, for an estimated $1,964,666,639
- FMR LLC removed 5,903,163 shares (-19.6%) from their portfolio in Q1 2025, for an estimated $3,091,781,621
- FRANKLIN RESOURCES INC removed 3,971,789 shares (-44.9%) from their portfolio in Q2 2025, for an estimated $1,239,079,014
- 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
- HSBC HOLDINGS PLC added 2,729,246 shares (+108.7%) to their portfolio in Q2 2025, for an estimated $851,442,874
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
UnitedHealth Group Government Contracts
We have seen $21,854,838,645 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 FY24 Q4 JULY: $761,807,264
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:
- JP Morgan issued a "Overweight" rating on 08/06/2025
- Baird issued a "Underperform" rating on 07/31/2025
- Piper Sandler issued a "Overweight" rating on 07/30/2025
- Oppenheimer issued a "Outperform" rating on 07/30/2025
- RBC Capital issued a "Outperform" rating on 07/30/2025
- Keybanc issued a "Overweight" rating on 07/30/2025
- Wells Fargo issued a "Overweight" rating on 07/25/2025
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 $337.0.
Here are some recent targets:
- Lisa Gill from JP Morgan set a target price of $310.0 on 08/06/2025
- Stephen Baxter from Wells Fargo set a target price of $267.0 on 08/04/2025
- Michael Ha from Baird set a target price of $198.0 on 07/31/2025
- Michael Wiederhorn from Oppenheimer set a target price of $325.0 on 07/30/2025
- Kevin Fischbeck from B of A Securities set a target price of $290.0 on 07/30/2025
- Matthew Gillmor from Keybanc set a target price of $350.0 on 07/30/2025
- Ben Hendrix from RBC Capital set a target price of $286.0 on 07/30/2025
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.
