Alpha Score of 64 reflects moderate overall profile with strong momentum, moderate value, moderate quality, moderate sentiment.
UnitedHealth Group shares traded near the midpoint of their 52-week range today, supported by robust earnings momentum. EPS surged 77.2% year over year to $25.36, while revenue grew 9.7%. This drove a P/E of 15.53, below the sector average, reflecting solid value (Alpha Score value sub-score 54.7). However, net margin remains thin at 2.7%, capping quality (score 55.8). The high momentum sub-score of 87.5 suggests continued upward price pressure. The stock sits well below its 52-week high of $404.81, offering room for further recovery if margins improve. Forward watch: focus on next quarter's margin trends and any shifts in managed care utilization that could impact profitability.
UnitedHealth Group traded near the upper end of its 52-week range today, with an implied price of roughly $394 based on a P/E of 15.53 and EPS of $25.36. The stock is supported by exceptional EPS growth of 77.2% year over year and solid revenue growth of 9.7%. However, a net margin of just 2.7% tempers quality perception. The Alpha Score of 64.1 reflects strong momentum (88.3), balanced by moderate value (54.7) and quality (55.8), with neutral sentiment (50). Despite the robust earnings trajectory, the low margin and elevated multiple near the top of the range suggest limited upside without continued operational improvement. Forward watch: Monitor next quarter's medical cost ratio and managed care enrollment trends for margin sustainability.
UnitedHealth Group's stock continues to exhibit powerful momentum (Alpha sub-score 97.2) despite trading near the lower half of its 52-week range ($237.77-$404.81). The company's trailing P/E of 15.53 is moderate relative to its 9.7% revenue growth and a remarkable 77.2% EPS expansion year-over-year, though a net margin of just 2.7% tempers quality perceptions (Alpha quality sub-score 55.8). Value and sentiment scores are neutral at 54.7 and 50 respectively, suggesting the market has not fully re-rated the stock after its earnings surge. The broader healthcare sector faces policy headwinds as referenced in recent commentary on left-adjacent political shifts, though UNH's operational metrics remain solid. Forward watch: next quarter's margin trajectory and managed care enrollment trends will be key to sustaining the high momentum score.
UnitedHealth Group shares traded near the midpoint of their 52-week range, supported by a strong momentum sub-score of 92.3 within the Alpha Score framework. The stock's P/E of 14.98 appears modest against a backdrop of 77.2% EPS growth year-over-year, though this earnings surge contrasts with a net margin of just 2.7%, suggesting recent profitability gains may be influenced by non-operating factors. Revenue growth of 9.7% year-over-year indicates steady top-line expansion. The overall Alpha Score of 63 reflects this mixed picture, with value (57.3) and quality (55.8) sub-scores trailing the momentum reading. The stock remains well off its 52-week high of $420, with the current price reflecting a market that is weighing strong recent price action against underlying margin pressures. Watch for third-quarter earnings to clarify whether the EPS growth trajectory can be sustained alongside margin improvement.
UnitedHealth Group shares remain under pressure, trading well below the midpoint of a wide 52-week range of $237.77 to $599.47. The stock’s P/E of 14 sits at a notable discount to historical levels, even as trailing EPS growth surged 77.2% year-over-year. That earnings jump, however, was partly driven by non-operational factors, and the net margin remains thin at just 2.7%, reflecting the high-cost nature of the managed care business. Revenue growth of 9.7% signals steady top-line expansion. The Alpha Score of 53.2 is neutral, with momentum at 61.1 and value at 59.9 providing modest support, while quality at 55.8 is only slightly above the midpoint. Sentiment data is unavailable, leaving a gap in the near-term outlook. The combination of low P/E and elevated EPS growth may attract value-oriented attention, but the slim margin profile warrants caution. Watch for first-quarter earnings and any updates on medical cost trends and Medicare Advantage enrollment, which could clarify the earnings trajectory.
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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