UnitedHealth Group Incorporated (UNH)

US — Healthcare Sector
Peers: NVS  ABT  AZN  CI  MRK  NVO  TMO  HUM  CVS  ELV 

Automate Your Wheel Strategy on UNH

With Tiblio's Option Bot, you can configure your own wheel strategy including UNH - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.

Start Your Free Trial Now

News

UnitedHealth Group: I Might Add On This Massive Overreaction
UNH
Published: January 27, 2026 by: Seeking Alpha
Sentiment: Positive

UnitedHealth experienced a 20% single-day drop, but I view this as a major overreaction given its strong fundamentals. UNH's 2026 guidance signals a shift from growth to margin recovery, with adjusted EPS targeted at $17.75+ and operating margin at 5.5%. Management is exiting unprofitable Medicaid states and focusing on higher-margin business, accepting a 2% revenue decline for improved profitability.

Read More
image for news UnitedHealth Group: I Might Add On This Massive Overreaction
UnitedHealth Q4 Earnings Beat on Strong Optum Rx, Offers 2026 Outlook
UNH
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Positive

UNH tops Q4 EPS estimates as Optum Rx drove growth, but profits plunged year over year, and management set a cautious 2026 outlook amid rising costs.

Read More
image for news UnitedHealth Q4 Earnings Beat on Strong Optum Rx, Offers 2026 Outlook
U.S. Managed Care Insurers To Post Lower Q4 2025 Net Income Amid Higher Costs
ALHC, CI, CNC, ELV, HUM, MOH, OSCR, UNH
Published: January 27, 2026 by: Seeking Alpha
Sentiment: Negative

U.S. Managed Care Insurers To Post Lower Q4 2025 Net Income Amid Higher Costs

Read More
image for news U.S. Managed Care Insurers To Post Lower Q4 2025 Net Income Amid Higher Costs
UnitedHealth Group Incorporated (UNH) Q4 2025 Earnings Call Transcript
UNH
Published: January 27, 2026 by: Seeking Alpha
Sentiment: Neutral

UnitedHealth Group Incorporated (UNH) Q4 2025 Earnings Call Transcript

Read More
image for news UnitedHealth Group Incorporated (UNH) Q4 2025 Earnings Call Transcript
Q4 Earnings Ahead of the Bell: BA, UNH, GM & More
BA, GM, UNH
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Neutral

Boeing, UnitedHealthcare, GM and UPS are among those big names reporting Q4 earnings this morning.

Read More
image for news Q4 Earnings Ahead of the Bell: BA, UNH, GM & More
Trump Triggers Buying Opportunity in UnitedHealth Group
UNH
Published: January 27, 2026 by: MarketBeat
Sentiment: Positive

The Trump administration sent ripples of fear through the insurance sector in late January, setting UnitedHealth Group NYSE: UNH and other insurance stocks up as buying opportunities. The sell-off was driven by a proposed update to Medicare reimbursements paid to private insurers.

Read More
image for news Trump Triggers Buying Opportunity in UnitedHealth Group
UnitedHealth Group: Double Whammy Disaster
UNH
Published: January 27, 2026 by: Seeking Alpha
Sentiment: Negative

UnitedHealth Group Incorporated Q4 earnings and guidance disappointed, with both revenue and EPS missing internal expectations and consensus. UNH's medical care ratio remains elevated at 89.1%, signaling ongoing margin pressure despite some improvement from prior quarters. Medicare Advantage reimbursement rates are set to barely increase, compounding near-term headwinds and tempering the earnings outlook.

Read More
image for news UnitedHealth Group: Double Whammy Disaster
Here's Why Health Insurance Stocks Are Sinking Tuesday
UNH
Published: January 27, 2026 by: Investopedia
Sentiment: Negative

Several health insurer stocks tumbled Tuesday following a proposal from the Centers for Medicare and Medicaid Services that would raise payments to insurers less than expected in 2027.

Read More
image for news Here's Why Health Insurance Stocks Are Sinking Tuesday
UnitedHealth (UNH) Reports Q4 Earnings: What Key Metrics Have to Say
UNH
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Neutral

While the top- and bottom-line numbers for UnitedHealth (UNH) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Read More
image for news UnitedHealth (UNH) Reports Q4 Earnings: What Key Metrics Have to Say
10 Earnings Reports That Might Fly Under the Radar Next Week
CLS, NUE, NEE, UNH
Published: January 27, 2026 by: Schaeffers Research
Sentiment: Neutral

Earnings season reminds me a lot of traveling.

Read More
image for news 10 Earnings Reports That Might Fly Under the Radar Next Week
How UNH Stock Returned $78 Billion To Shareholders
UNH
Published: January 27, 2026 by: Forbes
Sentiment: Positive

Over the past decade, UnitedHealth Group (NYSE: UNH) has leveraged its dominant position in the managed care and health services sectors to return $78 billion to shareholders, split between $26 billion in dividends and $52 billion in share repurchases.

Read More
image for news How UNH Stock Returned $78 Billion To Shareholders
UnitedHealth shares plunge on weak guidance, quarterly revenue miss
UNH
Published: January 27, 2026 by: Proactive Investors
Sentiment: Negative

UnitedHealth Group Inc (NYSE:UNH, XETRA:UNH) shares opened almost 17% lower at about $293 after the healthcare insurance firm issued weak guidance for 2026. The company expects revenue of more than $439 billion in 2026, implying a roughly 2% drop from the prior year.

Read More
image for news UnitedHealth shares plunge on weak guidance, quarterly revenue miss
UnitedHealth: The Bearish 1-2 Punch Pressuring Shares, And Why I'm Bullish
UNH
Published: January 27, 2026 by: Seeking Alpha
Sentiment: Positive

UnitedHealth Group Incorporated maintains a Buy rating despite recent sharp declines driven by weak guidance and regulatory headwinds. Q4 revenue missed by $520 million, with a conservative FY 2026 revenue guide of $439 billion, well below consensus. UNH stock valuation appears attractive near $300, with normalized EPS of $18 and a conservative 20x multiple suggesting upside to $360.

Read More
image for news UnitedHealth: The Bearish 1-2 Punch Pressuring Shares, And Why I'm Bullish
UnitedHealth Stock Climbs 7.3% as Reddit Rage Fades to Neutral
UNH
Published: January 23, 2026 by: 24/7 Wall Street
Sentiment: Positive

UnitedHealth Group (NYSE:UNH) shares rose 7.3% over the past week as retail investor sentiment on Reddit and X shifted from deeply bearish to neutral.

Read More
image for news UnitedHealth Stock Climbs 7.3% as Reddit Rage Fades to Neutral
Buying UnitedHealth Before Q4 Earnings? Cost Pressures a Red Flag
UNH
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Negative

UNH heads into Q4 earnings with revenue growth intact, but earnings set to plunge, as rising medical costs and a higher MCR pressure margin.

Read More
image for news Buying UnitedHealth Before Q4 Earnings? Cost Pressures a Red Flag
Countdown to UnitedHealth (UNH) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
UNH
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Positive

Besides Wall Street's top-and-bottom-line estimates for UnitedHealth (UNH), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Read More
image for news Countdown to UnitedHealth (UNH) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
UnitedHealth to offer rebates to its Obamacare customers
UNH
Published: January 21, 2026 by: Reuters
Sentiment: Positive

UnitedHealth Group Inc. will provide rebates to its Obamacare plan members in 2026, company CEO Stephen Hemsley said in a prepared testimony released Wednesday.

Read More
image for news UnitedHealth to offer rebates to its Obamacare customers
UNH vs. MOH: Which Insurer Can Better Navigate Current Volatility?
MOH, UNH
Published: January 20, 2026 by: Zacks Investment Research
Sentiment: Negative

UnitedHealth's scale and Optum diversification give it an edge over Molina as health insurers face policy-driven volatility and rising cost pressures.

Read More
image for news UNH vs. MOH: Which Insurer Can Better Navigate Current Volatility?
Eyes Back On UnitedHealth As First Health Insurer To Report Earnings
UNH
Published: January 19, 2026 by: Forbes
Sentiment: Neutral

All eyes are on UnitedHealth Group for signs the company – and the health insurance industry as a whole – are getting a handle on rising costs that have dogged the nation's giant health insurers for the last two years.

Read More
image for news Eyes Back On UnitedHealth As First Health Insurer To Report Earnings
UNH Stock vs. CVS
UNH, CVS
Published: January 15, 2026 by: Forbes
Sentiment: Negative

UnitedHealth‘s stock has significantly lagged behind competitors like CVS and Centene over the previous year. A detailed examination indicates strong profitability, with an LTM Operating Margin of 6%, combined with a moderate valuation, as reflected by a PE of 17.2 in contrast to CVS's 218.3.

Read More
image for news UNH Stock vs. CVS
Does UnitedHealth's MA Pilot Signal a New Rural Support Model?
UNH
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Neutral

UNH's six-month pilot speeds MA payments by ~50%, cutting cycles under 15 days to ease cash-flow strain for rural hospitals.

Read More
image for news Does UnitedHealth's MA Pilot Signal a New Rural Support Model?
Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
UNH
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Neutral

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Read More
image for news Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
UNH
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Positive

UnitedHealth (UNH) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Read More
image for news Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
UnitedHealth: Inflection Confirmation Imminent
UNH
Published: January 13, 2026 by: Seeking Alpha
Sentiment: Positive

UnitedHealth Group Incorporated navigated a turbulent 2025 with management changes, mispriced costs, and a surging medical cost ratio, but revenue growth remained robust. We expect 2026 EPS guidance in the high teens, signaling a double-digit rebound off 2025's $16.25–$16.50 floor, with confirmation of inflection imminent at the upcoming earnings. Dividend growth and a 2.8% yield provide income while awaiting margin recovery; buybacks are paused but likely to resume as cash flow improves.

Read More
image for news UnitedHealth: Inflection Confirmation Imminent
UnitedHealth Could Re-Take Its All-Time High In 2026
UNH
Published: January 13, 2026 by: Seeking Alpha
Sentiment: Positive

Recently the U.S. Senate approved another round of Affordable Care Act (ACA) subsidy extensions. Trump said he "might" veto the subsidy extensions, but he did not conclusively say he would. UnitedHealth's stock got beaten down partially because the subsidies were expected to expire. The subsidies did in fact expire, but were re-instated and extended. Just recently, the company re-affirmed its full year earnings guidance for 2026, a number that implies significant growth over the trailing 12 month period.

Read More
image for news UnitedHealth Could Re-Take Its All-Time High In 2026
TPG in talks to buy UnitedHealth's Optum UK unit, Sky News reports
TPG, UNH
Published: January 06, 2026 by: Reuters
Sentiment: Neutral

U.S. private equity firm TPG is close to acquiring UnitedHealth's Optum UK business, in a deal worth between 1.2 billion pounds ($1.62 billion) and 1.4 billion pounds, Sky News reported on Tuesday.

Read More
image for news TPG in talks to buy UnitedHealth's Optum UK unit, Sky News reports
UnitedHealth Sinks 34.5% in a Year: Buy the Dip Before Q4 Earnings?
UNH
Published: January 05, 2026 by: Zacks Investment Research
Sentiment: Negative

UNH shares are down 34.5% in a year as costs and margins bite, with Q4 earnings and 2026 guidance set to test whether value is emerging.

Read More
image for news UnitedHealth Sinks 34.5% in a Year: Buy the Dip Before Q4 Earnings?
UNH vs. ELV: Which Managed Care Stock Has the Edge Today?
ELV, UNH
Published: December 30, 2025 by: Zacks Investment Research
Sentiment: Positive

Elevance Health is edging past UnitedHealth as Carelon's growth, strategic exits and a cheaper valuation shape a stronger near-term setup.

Read More
image for news UNH vs. ELV: Which Managed Care Stock Has the Edge Today?
UnitedHealth: An Undervalued Blue-Chip Stock With Multiple Levers To Pull And Ways To Win
UNH
Published: December 29, 2025 by: Seeking Alpha
Sentiment: Positive

UnitedHealth, a managed healthcare firm that provides health insurance, pharmacy benefit management, and care delivery to millions of clients, is now a $297 billion (by market cap) healthcare behemoth. UNH ended last fiscal year with more than $75 billion in cash, cash equivalents, available-for-sale debt securities, and equity securities balances. The company increased its dividend for 16 consecutive years, with a 10-year dividend growth rate of 19.3%.

Read More
image for news UnitedHealth: An Undervalued Blue-Chip Stock With Multiple Levers To Pull And Ways To Win
AI Takes Center Stage at UNH: Will It Fix Administrative Waste?
UNH
Published: December 26, 2025 by: Zacks Investment Research
Sentiment: Neutral

UnitedHealth puts AI at the core of its strategy to cut administrative waste, speed claims and approvals, and protect margins amid rising healthcare complexity.

Read More
image for news AI Takes Center Stage at UNH: Will It Fix Administrative Waste?

About UnitedHealth Group Incorporated (UNH)

  • IPO Date 1984-10-17
  • Website https://www.unitedhealthgroup.com
  • Industry Medical - Healthcare Plans
  • CEO Stephen J. Hemsley
  • Employees 400000

UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; health care coverage and well-being services to individuals age 50 and older addressing their needs for preventive and acute health care services, as well as services dealing with chronic disease and other specialized issues for older individuals; Medicaid plans, children's health insurance and health care programs; health and dental benefits; and hospital and clinical services. The OptumHealth segment provides access to networks of care provider specialists, health management services, care delivery, consumer engagement, and financial services. This segment serves individuals directly through care delivery systems, employers, payers, and government entities. The OptumInsight segment offers software and information products, advisory consulting arrangements, and managed services outsourcing contracts to hospital systems, physicians, health plans, governments, life sciences companies, and other organizations. The OptumRx segment provides pharmacy care services and programs, including retail network contracting, home delivery, specialty and compounding pharmacy, and purchasing and clinical capabilities, as well as develops programs in the areas of step therapy, formulary management, drug adherence, and disease/drug therapy management. UnitedHealth Group Incorporated was incorporated in 1977 and is based in Minnetonka, Minnesota.