Alpha Score of 41 reflects weak overall profile with moderate momentum, weak value, weak quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
UnitedHealth shares traded near the lower end of their 52-week range Friday, with the stock sitting well below the $461.62 high set over the past year. The healthcare giant reported a 6.5% revenue increase year-over-year, but earnings per share dropped 32.7% to $15.55, compressing net margins to just 3.1%. The P/E of 26.18 reflects a market still pricing in recovery, but the Alpha Score of 41.3 tells a mixed story. Momentum scores a respectable 55.6, while value sits at 44.1 and quality lags at 35.9. That quality score, dragged by the margin compression and earnings decline, is the number to watch. Next week brings the quarterly earnings call. The question is whether management can show the margin recovery path to justify the current multiple.
UnitedHealth shares slipped Wednesday, trading near the lower end of a wide $239.50-$461.62 range at roughly $245. The stock has shed about half its peak value over the past year, and the data behind the slide is getting harder to ignore. Revenue grew 6.5% year-over-year, but that top-line number masks a 32.7% earnings-per-share drop and a net margin that sits at just 3.1%. The P/E of 26.18 still reflects a healthcare premium, though the quality sub-score (35.9) and momentum reading (50.7) suggest the market is pricing in a recovery that hasn't arrived. The $239.50 level is the next test — a break below that would put UNH at levels not seen since early 2020. Forward watch: the next quarterly report in mid-April will show whether the margin compression has stabilized or worsened. Medical cost ratios are the number to track.
UnitedHealth shares traded lower Monday, extending a slide that has the stock hovering near the lower end of its 52-week range. Revenue grew 6.5% year-over-year, but earnings per share dropped 32.7% in the same period, dragging net margin to just 3.1%. The quality sub-score sits at 35.9, reflecting the squeeze between rising medical costs and premium pricing constraints. At a P/E of 26.18, the stock still carries a premium multiple relative to the broader market, though the value sub-score of 44.1 suggests limited room for multiple expansion without earnings recovery. Momentum at 53.2 is neutral, not signaling a clear directional bias. The next catalyst is the July 17 earnings call, where management will face questions on medical cost trends and the 2025 outlook. A miss on either front could test the $240 support level.
UnitedHealth Group trades at a 26.2 P/E, a premium that looks stretched against a 32.7% EPS decline and a net margin of just 3.1%. Revenue grew 6.5% last year, but the profit squeeze is the headline. The stock sits near the top of its 52-week range, and the Alpha Score's sentiment sub-score hits 100 — a rare reading that suggests investors are betting on a turnaround. Momentum (53.8) and quality (35.9) are middling; value (44.1) is below average. The question is whether the margin compression is cyclical or structural. Medical cost trends and regulatory pressure have weighed on earnings. Next quarter's medical loss ratio will be the key data point. If margins stabilize, the sentiment score may prove prescient. If they don't, the valuation leaves little room for error.
UnitedHealth shares edged lower Friday, trading near the middle of their 52-week range after the managed-care giant reported revenue growth of 6.5% that failed to offset a 32.7% drop in earnings per share. Net margins compressed to 3.1%, the lowest in recent memory for the company. The quality sub-score of 35.9 in AlphaScala's model reflects the margin erosion, while a sentiment reading of 100 suggests analysts remain bullish on the long-term story. At 26.65 times trailing earnings, the stock trades at a premium to the broader market but below its own five-year average multiple. The 52-week range of $234.60 to $461.62 leaves room for a recovery if medical cost trends stabilize. The next catalyst is the July 16 earnings call, where management will face questions on Medicare Advantage margins and the impact of the Change Healthcare cyberattack.
UnitedHealth Group Incorporated filed an 8-K on March 9, 2026, to provide notice of its participation in the Barclays 28th Annual Global Healthcare Conference. The company stated that senior leadership will engage in an interview format to discuss corporate strategy, current market positions, recent financial results, and expectations for its end markets. The presentation is scheduled for Tuesday, March 10, 2026, at 11:30 a.m. Eastern Time. The company will provide a live audio webcast of the session through the Investor Relations section of its corporate website. In accordance with Regulation FD, the company noted that the information provided in this filing is for disclosure purposes and is not deemed filed under the Securities Exchange Act of 1934.
UnitedHealth Group Incorporated filed an 8-K report on March 2, 2026, to announce leadership changes within its executive accounting and finance departments. Effective March 2, 2026, the Board of Directors appointed Dennis Stankiewicz as the company's Chief Accounting Officer. Stankiewicz, 48, has been with UnitedHealth Group since 2016 and will retain his current responsibilities as Corporate Controller. Prior to his tenure at the company, Stankiewicz served as a partner at Deloitte & Touche, LLP and possesses over 24 years of professional experience. In connection with his appointment, the Compensation and Human Resources Committee established a new compensation package for Stankiewicz. This includes an annual base salary of $550,000 and participation in the company's incentive compensation plans. His target annual cash bonus is set at 85% of his base salary, supplemented by annual and long-term stock-based awards commensurate with his role. The agreement also provides for severance benefits equal to one times his base salary in the event of termination without cause, subject to non-compete provisions. Tom Roos, who held the position of Chief Accounting Officer since August 2015, is transitioning to a new role within the organization. Effective March 2, 2026, Roos will serve as the Chief Financial Officer of Optum Insight. The filing confirms that Stankiewicz has no reportable conflicts of interest or transactions with the company under Item 404(a) of Regulation S-K.
UnitedHealth Group Incorporated filed its 10-K for the fiscal year ending December 31, 2025. The filing outlines the company's consolidated financial position, including detailed breakdowns of its primary business segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The report highlights ongoing financial activities, including the management of long-term debt obligations, various notes due between 2026 and 2049, and the valuation of intangible assets. Management disclosed specific charges related to restructuring and other actions, including real estate rationalization and workplace reductions, as well as contractual reassessments. The company also recorded reserves for anticipated future losses on certain contracts and recognized net valuation losses on equity securities. The filing provides comprehensive data on fair value measurements for debt securities and long-term debt, categorized by input levels. The company continues to manage pharmaceutical manufacturer rebates receivable and maintains various insurance product lines. The document serves as the formal annual record of the company's assets, liabilities, and equity adjustments, reflecting the operational shifts and financial strategies employed throughout the 2025 fiscal year.
On February 23, 2026, the Compensation and Human Resources Committee of the UnitedHealth Group Incorporated Board of Directors approved an amendment to a stock option grant previously awarded to Stephen Hemsley on May 14, 2025. The primary change to the compensation agreement involves the addition of a mandatory share holding requirement. Under the revised terms, Mr. Hemsley is required to hold any net shares acquired through the exercise of the stock option for a period of two years following the initial three-year cliff vesting period. Consequently, these shares must be held until May 14, 2030. The amendment includes specific exceptions to this holding requirement only in the event of the director's death or disability. All other terms and conditions of the original stock option grant remain in effect as previously disclosed in the company's 8-K filing dated May 14, 2025.
| Fund | Shares Held | Position Value | Action (latest Q) |
|---|---|---|---|
| Citadel Ken Griffin | 22.00M | $7.26B | NEW |
| Berkshire Hathaway Warren Buffett | 5.04M | $1.66B | NEW |
| D.E. Shaw David Shaw | 3.80M | $1.25B | NEW |
| Marshall Wace | 1.96M | $646.07M | NEW |
| Point72 Steve Cohen | 1.11M | $367.99M | NEW |
| Renaissance Technologies Jim Simons (founder) | 797K | $263.02M | NEW |
| Tiger Global Chase Coleman | 420K | $138.71M | NEW |
| Soros Fund Management George Soros (founder) | 57K | $18.75M | NEW |
| Blackstone | 9K | $2.97M | NEW |
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|---|---|---|---|
| Dan Newhouse R-WA | 2026-07-10 | sale | $1k – $15k |
| Maria Elvira Salazar R-FL | 2026-06-04 | sale | $1k – $15k |
| Maria Elvira Salazar R-FL | 2026-04-22 | purchase | $1k – $15k |
| Gilbert Cisneros D-CA | 2026-04-14 | purchase | $1k – $15k |
| Gilbert Cisneros D-CA | 2026-03-13 | purchase | $1k – $15k |
| Kevin Hern R-OK | 2025-12-23 | sale | $250k – $500k |
| Julie Johnson D-TX | 2025-12-18 | sale | $1k – $15k |
| Richard Dean McCormick GA | 2025-11-05 | purchase | $1k – $15k |
UnitedHealth Group Incorporated is a leading diversified health care company providing coverage, software, and data consultancy services. It operates through key segments including UnitedHealthcare for health insurance, OptumHealth for care delivery, OptumInsight for data analytics and technology, and OptumRx for pharmacy services. Founded in 1977 and headquartered in Eden Prairie, Minnesota, the company employs approximately 400,000 people and serves millions of individuals, employers, and government programs across the United States. UnitedHealth Group Incorporated plays a pivotal role in the healthcare sector by integrating insurance with advanced health services, technology solutions, and pharmacy benefits management to enhance care quality, affordability, and accessibility. Its extensive operations influence major areas such as Medicare Advantage plans, health data analytics, and provider partnerships, contributing significantly to the U.S. health system's efficiency and innovation.
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