UnitedHealth Group (UNH) reported third-quarter 2026 revenue of $112.7 billion, compared with $113.2 billion a year earlier. Net earnings were $4.3 billion, and diluted earnings per share attributable to common shareholders were $4.56.
Operating earnings totaled $6.6 billion, compared with $4.3 billion in the prior-year quarter. The company raised its full-year 2026 adjusted net earnings outlook to at least $20.50 per share.
- Third-quarter revenue was $112.7 billion; consolidated operating earnings were $6.6 billion.
- Cash flow from operations was $5.1 billion, or 1.2 times net income.
- UnitedHealthcare generated $86.3 billion in revenue and $2.8 billion in operating earnings.
- Optum generated $66.9 billion in revenue and $3.7 billion in operating earnings.
- The medical care ratio was 88.4%, while the operating cost ratio was 12.8%.
- UnitedHealth repurchased $5.0 billion of common stock and paid $6.2 billion in dividends year to date.
$UNH Insider Trading Activity
$UNH insiders have traded $UNH stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $UNH stock by insiders over the last 6 months:
- PATRICK HUGH CONWAY (Chief Executive Officer, Optum) has made 0 purchases and 2 sales selling 1,669 shares for an estimated $660,910.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$UNH Hedge Fund Activity
We have seen 1,733 institutional investors add shares of $UNH stock to their portfolio, and 1,399 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 20,246,047 shares (+inf%) to their portfolio in Q2 2026, for an estimated $8,414,864,514
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 19,830,588 shares (+inf%) to their portfolio in Q2 2026, for an estimated $8,242,187,290
- FMR LLC added 15,973,949 shares (+132.9%) to their portfolio in Q2 2026, for an estimated $6,639,252,422
- CAPITAL RESEARCH GLOBAL INVESTORS removed 6,578,041 shares (-38.4%) from their portfolio in Q2 2026, for an estimated $2,734,031,180
- FISHER ASSET MANAGEMENT, LLC added 3,844,568 shares (+73.4%) to their portfolio in Q2 2026, for an estimated $1,597,917,797
- BLACKROCK, INC. added 3,395,530 shares (+4.6%) to their portfolio in Q2 2026, for an estimated $1,411,284,133
- FRANKLIN RESOURCES INC added 2,969,666 shares (+52.3%) to their portfolio in Q2 2026, for an estimated $1,234,282,279
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$UNH Congressional Stock Trading
Members of Congress have traded $UNH stock 11 times in the past 6 months. Of those trades, 4 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $UNH stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 4 times. They made 2 purchases worth up to $30,000 on 04/22 and 2 sales worth up to $30,000 on 09/24, 06/04.
- REPRESENTATIVE KEVIN HERN sold up to $50,000 on 09/10.
- REPRESENTATIVE RICHARD MCCORMICK has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 07/30, 06/12.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 07/10.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 06/04.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 04/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
