Senator's purchase sparks optimism: Social media lit up after a U.S. senator disclosed buying up to $100,000 in UnitedHealth shares, fueling talk of insider confidence. Recent insider purchases totaling millions and robust call option activity have some viewing the stock as primed for a rebound, citing higher lows and undervaluation.
DOJ probe tempers enthusiasm: Conversations underscore regulatory headwinds, including DOJ investigations into Medicare Advantage reimbursements and backlash over the CEO's $26 million pay amid claim denials. Critics decry systemic issues in healthcare profiteering, contributing to the stock's distressed pricing.
Value at a discount amid growth: Bulls highlight revenue growth reaccelerating to double digits and the stock trading at half its 10-year average price-to-sales multiple. Despite challenges, projections for EPS expansion draw cautious interest from long-term investors.
Note: This discussion summary was generated from an AI condensation of post data.
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 16 times in the past 6 months. Of those trades, 7 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $UNH stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 2 purchases worth up to $150,000 on 02/25, 09/24 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $65,000 on 12/19, 10/09 and 2 sales worth up to $65,000 on 02/10, 11/12.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 02/05.
- REPRESENTATIVE KEVIN HERN sold up to $500,000 on 12/23.
- 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.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
UnitedHealth Group Hedge Fund Activity
We have seen 1,325 institutional investors add shares of UnitedHealth Group stock to their portfolio, and 1,985 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
- 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
- CITADEL ADVISORS LLC added 2,079,416 shares (+244.9%) to their portfolio in Q4 2025, for an estimated $686,436,015
- 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
- ROCKEFELLER CAPITAL MANAGEMENT L.P. added 1,568,099 shares (+532.9%) to their portfolio in Q4 2025, for an estimated $517,645,160
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
UnitedHealth Group Government Contracts
We have seen $14,065,475,375 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 FEBRUARY: $730,504,137
- EXPRESS REPORT: R3 FY25 4TH QTR SEP: $725,375,315
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 12 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 18 analysts offer price targets for $UNH in the last 6 months, with a median target of $387.0.
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
- Ben Hendrix from RBC Capital set a target price of $361.0 on 01/28/2026
- David Windley from Jefferies set a target price of $340.0 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.
