Alpha Score of 57 reflects moderate overall profile with moderate momentum, moderate value, moderate quality, moderate sentiment.
UnitedHealth Group (UNH) maintains a steady market presence with a current P/E ratio of 14, reflecting a valuation that sits within a moderate range relative to its historical performance. The company reported a significant EPS growth rate of 77.2% year-over-year, alongside a 9.7% increase in revenue. Despite these growth figures, the net margin remains tight at 2.7%, highlighting the capital-intensive nature of the healthcare sector. The stock is currently trading within its 52-week range of $237.77 to $599.47, indicating a period of consolidation after recent volatility. The Alpha Score of 56.9 provides a balanced view of the company’s current standing, supported by a momentum sub-score of 60 and a value sub-score of 59.9. Meanwhile, the quality sub-score of 55.8 and sentiment sub-score of 50 suggest a neutral outlook among market participants. Investors should continue to monitor these metrics as the company navigates ongoing operational costs and regulatory pressures within the broader healthcare landscape. Watch for shifts in net margin trends and sector-wide regulatory updates throughout the remainder of the quarter.
UnitedHealth Group (UNH) reflects a complex profile as it trades within its 52-week range of $237.77 to $599.47. The company reported a significant year-over-year EPS growth of 77.2%, far outpacing its 9.7% revenue growth. With an EPS of $25.36 and a P/E ratio of 14, the stock presents a valuation that aligns with its current market positioning. Despite the robust earnings expansion, the net margin remains thin at 2.7%, highlighting the capital-intensive nature of the healthcare sector. The Alpha Score of 57.1 suggests a balanced outlook across key performance indicators. Momentum leads the sub-scores at 60.5, followed closely by value at 59.9. Quality metrics stand at 55.8, while sentiment remains neutral at 50. These figures indicate that while the company is maintaining steady operational progress, investor sentiment has not yet shifted to reflect the substantial bottom-line growth. Market participants are currently weighing these fundamental improvements against the narrow margins inherent in the firm's business model. Investors should monitor upcoming quarterly margin trends to see if revenue growth can better translate into expanded profitability.
UnitedHealth Group (UNH) reflects a complex profile as it trades within its 52-week range of $237.77 to $599.47. The company demonstrates significant bottom-line expansion with a year-over-year EPS growth rate of 77.2%, contrasting with a more modest revenue growth of 9.7%. Currently priced at a P/E ratio of 14, the stock presents a valuation that aligns closely with its broader Alpha Score of 56.7. This aggregate score is supported by balanced sub-metrics, including a momentum score of 59.3 and a value score of 59.9. While the company maintains a net margin of 2.7%, its quality score sits at 55.8, suggesting operational stability despite thin margins. Market sentiment remains neutral, reflected in a sentiment score of 50. Investors are currently weighing the substantial EPS growth against the company's ability to sustain margins in a competitive healthcare landscape. The current valuation suggests the market is pricing in both the recent earnings surge and the inherent risks associated with the sector's regulatory environment. Watch for upcoming quarterly margin updates to see if revenue growth can better support the bottom-line expansion.
UnitedHealth Group shares moved higher today as investors rotated into defensive healthcare positions during a broader pullback in technology stocks. The company currently trades at a P/E ratio of 14, reflecting a valuation that sits well within its 52-week range of $237.77 to $599.47. Fundamental performance remains robust, characterized by a 9.7% year-over-year revenue growth rate and a significant 77.2% increase in EPS, which stands at $25.36. Despite these strong growth metrics, the company maintains a net margin of 2.7%. The Alpha Score for UnitedHealth is 56.3, supported by balanced sub-scores across momentum at 57.9, value at 59.9, and quality at 55.8, while sentiment remains neutral at 50. This alignment suggests that market participants are prioritizing the company's defensive characteristics and recent earnings strength as they navigate current market volatility. The firm's ability to lead within the Dow Jones Industrial Average highlights its role as a stabilizer for portfolios facing sector-specific headwinds. Investors should monitor whether the current defensive rotation sustains momentum through the remainder of the quarter.
UnitedHealth Group (UNH) reflects a complex market position as it trades within its 52-week range of $237.77 to $599.47. The company currently commands a P/E ratio of 14, suggesting a valuation that remains grounded relative to its recent financial performance. A primary driver for the stock is the significant 77.2% year-over-year EPS growth, which stands in contrast to a more moderate 9.7% revenue growth rate. Despite this earnings expansion, the net margin remains thin at 2.7%, highlighting the capital-intensive nature of the healthcare sector. The Alpha Score of 55.8 indicates a balanced outlook across key metrics, with the value sub-score of 59.9 slightly outperforming the momentum score of 56.1 and the sentiment score of 50. These figures suggest that while investors acknowledge the robust bottom-line growth, broader market sentiment remains neutral. The current EPS of 25.36 serves as a foundational metric for assessing the company's operational efficiency as it navigates ongoing sector-wide cost pressures. Investors should monitor upcoming quarterly margin reports to see if the recent EPS growth trajectory can be sustained against the backdrop of narrow net margins.
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 |
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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