8-K ·Filed Feb 25, 2026

UNH

UNITEDHEALTH GROUP INC
NEUTRAL
Impact 3/10
Horizonmonths Processed7mo ago SEC0000731766-26-000046
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

The amendment aligns executive ownership with long-term performance but does not materially alter the cost or value of compensation. Traders should monitor for any future disclosures regarding Hemsley's option exercise or shareholding activity.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
UNH ▲ +34.97% at T+60d
NEUTRAL call ✓ call won +34.97% · α vs SPY +28.02% · entry $284.00 → $383.30
Entry anchored
Feb 24, 06:21 PM ET
via exchange tick
T+1d
+0.92%
call +0.92% · α +1.46%
$286.60
settled 7mo ago
T+5d
+2.69%
call +2.69% · α +3.79%
$291.65
settled 7mo ago
T+20d
-4.74%
call -4.74% · α +0.50%
$270.54
settled 6mo ago
T+60d
+34.97%
call +34.97% · α +28.02%
$383.30
settled 4mo ago

Price Chart

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Executive Summary

UnitedHealth Group amended the stock option grant to Stephen Hemsley, adding a two-year share holding requirement after a three-year cliff vesting period. The amendment requires Mr. Hemsley to hold net shares acquired upon exercise until May 14, 2030, except in cases of death or disability.

Key Facts

  • The Compensation and Human Resources Committee amended Stephen Hemsley's stock option grant on February 23, 2026.
  • The amendment adds a two-year share holding requirement following a three-year cliff vesting.
  • Mr. Hemsley must hold any net shares acquired upon exercise until May 14, 2030, unless he experiences death or disability.
  • All other terms of the original stock option grant remain unchanged.

Financial Impact

Not specified

equity compensationshareholder dilution timeline

Risk Factors

  • Minimal immediate financial impact; primarily a governance and retention measure.
  • Potential perception of increased insider ownership longevity, though no new shares were issued.

Market Snapshot

Price
$273.95
Change
-3.0%
Volume
8.6M
Exchange
NYSE
Analyst Consensus
68% bullish (34 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000731766-26-000046
Document: 0000731766-26-000046-index-headers.html0000731766-26-000046
Document: 0000731766-26-000046-index.html0000731766-26-000046
Document: 0000731766-26-000046.txt0000731766-26-000046
50 reports for UNH
Performance horizon
86% Hit rate 12 of 14 directional calls best @ T+60▲ +22.44%Apr 21, 2026
Filters
Rows
Reports for UNH — sortable, filterable
TypeNow
Sep 11, 2026
21d ago
Court Ruling
BULLISH ★ 5/10
$379.09 $376.90▼ −0.58%▼ −0.36%$365.20 (−3.66%)
Sep 8, 2026
23d ago
8-K
NEUTRAL ★ 2/10
$393.06 $378.71▼ −3.65%▼ −3.32%$365.20 (−7.09%)
Sep 1, 2026
4w ago
Court Ruling
NEUTRAL ★ 3/10
$396.30 $393.06▼ −0.82%▼ −0.90%$365.20 (−7.85%)
Jul 31, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$414.40 $407.08▼ −1.77%▼ −5.28%$365.20 (−11.87%)
Jul 31, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$414.40 $407.08▼ −1.77%▼ −5.28%$365.20 (−11.87%)
Jul 31, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$414.40 $407.08▼ −1.77%▼ −5.28%$365.20 (−11.87%)
Jul 31, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$414.40 $407.08▼ −1.77%▼ −5.28%$365.20 (−11.87%)
Jul 31, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$414.40 $407.08▼ −1.77%▼ −5.28%$365.20 (−11.87%)
Jul 31, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$414.40 $407.08▼ −1.77%▼ −5.28%$365.20 (−11.87%)
Jul 31, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$414.40 $407.08▼ −1.77%▼ −5.28%$365.20 (−11.87%)
Showing 10 of 50

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