Hospital & Medical Service Plans · SIC 6324

UNITEDHEALTH GROUP INC

UNH

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Latest revenue

$23.03B

as of 2026-03-31

Latest net income

$6.28B

as of 2026-03-31

Net margin

27.3%

as of 2026-03-31

Price · 5Y

+0.6% / yr 13.2 pts / yr vs S&P 500 2.8% total
Compare:

Live market

delayed ≤15 min
$388.47
1.57%
Market cap
$351.95B
Enterprise value
$404.88B
P/E (trailing)
29.2×
Forward P/E
P/B
Dividend yield
2.3%
52-wk high
$404.15
52-wk low
$234.60
Beta
Shares out
906.0M

5-year trend

What this company does

AI

UnitedHealth Group operates health insurance plans under UnitedHealthcare and runs Optum, which provides pharmacy benefits, care delivery, and health data analytics. Insurance premiums drive the business, generating $263 billion of the company's $334 billion in nine-month revenue, with the rest from Optum's products and services. Medical costs are surging faster than premiums, compressing operating earnings to $18.6 billion from $24.5 billion a year earlier and cutting Q3 EPS roughly 60%.

Key risks

AI
  • Medical cost ratio surged: Q3 medical costs hit $79.96B on $88.98B premiums (~89.9% MCR), crushing operating earnings to $4.3B from $8.7B YoY.
  • EPS collapsed ~60% YoY in Q3 to $2.59 from $6.51; nine-month operating cash flow fell to $18.6B from $21.8B in 2024.
  • Leverage and goodwill heavy: $80B total debt and $110.3B goodwill against $101.6B equity, with only $345M paid-in capital cushion.

Profitability

Operating margin

4.2%

47.5%

Net margin

2.7%

25.1%

Return on assets

3.9%

19.4%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$23.03B+4.6%$6.28B-0.2%27.3%

Q4 2025

2025-12-31

$379.91B+12.8%$10.0M-99.9%0.0%

Q3 2025

2025-09-30

$23.05B+6.1%$2.35B-61.2%10.2%

Q2 2025

2025-06-30

$22.60B+7.8%$3.41B+21.3%15.1%

Q1 2025

2025-03-31

$22.01B+5.8%$6.29B+546.6%28.6%

Q4 2024

2024-12-31

$336.79B$6.95B2.1%

Q3 2024

2024-09-30

$21.73B+14.2%$6.05B+3.7%27.9%

Q2 2024

2024-06-30

$20.96B+8.5%$2.81B-48.7%13.4%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Hospital & Medical Service Plans · SIC 6324

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Insider activity

Insider buying

$0

Insider selling

$473.3K

Net activity

−$473.3K

Distinct insiders

2

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-04-23

Patrick Hugh Conway

Chief Executive Officer, Optum

Sale800$355.00$284.0K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns UNH

Institutional value

$49.81B

Total shares held

187.0M

Distinct holders

708

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC58.9M$15.93BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC24.0M$6.50BNew
3Bank of New York Mellon Corp10.1M$2.73BNew
4Invesco Ltd.6.3M$1.71BNew
5Legal & General Group Plc6.1M$1.66BNew
6Fisher Asset Management, LLC5.2M$1.42BNew
7VANGUARD FIDUCIARY TRUST CO5.1M$1.38BNew
8DIMENSIONAL FUND ADVISORS LP5.0M$1.35BNew
9WELLS FARGO & COMPANY/MN3.4M$908.2MNew
10BNP PARIBAS FINANCIAL MARKETS3.1M$825.7MNew
11Swiss National Bank2.7M$719.3MNew
12DEUTSCHE BANK AG\2.5M$685.6MNew
13Mitsubishi UFJ Asset Management Co., Ltd.2.4M$641.5MNew
14California Public Employees Retirement System2.2M$591.7MNew
15Vanguard Global Advisers, LLC2.0M$542.0MNew
16National Pension Service1.9M$526.9MNew
17VANGUARD ASSET MANAGEMENT, Ltd1.8M$494.7MNew
18JANE STREET GROUP, LLC1.6M$446.3MNew
19CITIGROUP INC1.5M$410.8MNew
20RHUMBLINE ADVISERS1.5M$394.6MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Medical costs jumped to $79.96B in Q3, pushing MLR sharply higher—what specific MA cohorts are driving this and is 2026 repricing sufficient?

  2. 2

    Operating earnings collapsed from $8.7B to $4.3B year-over-year; quantify how much is transient versus structural margin reset for 2026 guidance.

  3. 3

    Medical costs payable grew $6.2B YTD versus only $2.2B last year—are reserves adequately developed or are we under-accruing IBNR?