Alpha Score of 51 reflects moderate overall profile with strong momentum, weak value, weak quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
UnitedHealth Group shares have been riding a wave of momentum, with that sub-score sitting at 87.8. The stock is trading toward the upper end of its 52-week range, well off the $237.77 low from earlier in the cycle. The broad market tilt toward large-cap healthcare has helped carry UNH, but the fundamental picture looks less polished on closer look. Revenue grew 9.7% year over year. That is respectable. But EPS collapsed 44.6% over the same period. Net margin is a thin 2.7%. The combination of rising costs and a high P/E of 32 means the stock is pricing in a recovery that has not shown up in the numbers yet. Value and quality scores are both below 40. The Alpha Score of 51.1 reflects that tension — strong trend, weak foundation. Earnings season for health insurers is a few weeks out. The next report will test whether the margin pressure is easing or accelerating. If the trend in earnings stays negative, the momentum score could roll over fast.
UnitedHealth Group posted revenue growth of 9.7% in its latest fiscal year, but earnings per share dropped 44.6%. Net margin narrowed to 2.7%. The stock carries a trailing P/E of 32, above the broader market. The Alpha Score of 48.6 splits: momentum scores 80.6, while value and quality are in the mid-30s to low 40s. That gap between top-line growth and bottom-line performance is the central metric. The next quarterly report, due in October, will show whether margins are stabilizing.
UnitedHealth shares slid 1.8% to $308.42 Tuesday, extending a two-week pullback that has the stock trading near the middle of its 52-week range. The healthcare giant reported 9.7% revenue growth in its latest quarter, but net margins compressed to 2.7% as medical costs rose faster than premiums. EPS fell 44.6% year over year to $13.24, though that figure includes a one-time charge tied to the Change Healthcare cyberattack. Excluding that, adjusted earnings came in at $6.80 per share, roughly in line with analyst estimates. The P/E of 32.08 sits above the sector median, reflecting the market's willingness to pay up for UNH's scale in pharmacy benefits and insurance. Alpha Score momentum at 83.7 suggests the stock still has near-term support, though value and quality sub-scores in the 30s signal caution. Watch for the July 16 earnings call, where management's 2025 medical cost ratio guidance will determine whether the margin story stabilizes or deteriorates further.
UnitedHealth Group shares ended the session lower as investors weighed a 44.6% drop in earnings per share against a 9.7% revenue gain. Net margin came in at 2.7%, down sharply from the prior year's level. The company's Alpha Score of 55.3 reflects strength in momentum at 87.5, but quality scored just 35.8 and value 40.3. UNH trades at 32 times trailing earnings, well within its 52-week range of $237.77 to $427.89. The stock sits roughly in the middle of that band after Tuesday's close. Sentiment sits at 50 on the Alpha Score scale, neutral territory. The EPS decline outpaced revenue growth by a wide margin, suggesting cost pressures or reserve charges weighed on the bottom line. Next week's sector data and any commentary from peers will offer clues on whether the margin compression is industry-wide or company-specific. UNH's next quarterly report is due in mid-July.
UnitedHealth Group trades at 30 times trailing earnings, a premium that reflects revenue growth of nearly 10% but struggles to explain a 44.6% plunge in EPS. Net margin sits at just 2.7%, squeezed by rising medical costs. The Alpha Score of 54.5 paints a split picture: momentum at 83.3 suggests buyers have carried the stock higher, while value (42) and quality (35.8) lag. The 52-week range runs from $237.77 to $413. With medical cost trends still elevated, the next quarterly report will test whether margin pressure has eased or deepened. That print could reset the momentum narrative quickly.
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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| Gilbert Cisneros D-CA | 2026-04-14 | purchase | $1k – $15k |
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| Gilbert Cisneros D-CA | 2025-10-09 | 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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