SecBot

SecBot
NYSE· Hospital & Medical Service Plans· Inc. DE· CIK 0000731766

UNH

UNITEDHEALTH GROUP INC
$365.20 ▼ -0.51%
Prev close $367.08
Market cap$336.5B
ConsensusBuy
12-mo target$481.72 (+31.9%)
▲ Bullish
Analyst conviction 8/10
32 New Institutional Positions18 Institutional ExitsCongressional Activity (2) Traditional Finance
Snapshot
The big-picture read on UNH right now — valuation, ownership and activity at a glance.
Market Cap
$336.5B
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (79%)
Inst. Holders
50 funds
Inst. Value
$245.9B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $944.9K sell
Insider Net $
-$944.9K
Social Sentiment
71° Bullish
SEC Reports
20
Congressional
18 trades
Price chart 30d -8.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 Insider
MCNABB FREDERICK WILLIAM III was granted 57 shares
Director
Sep 22, 2026 Insider
Stankiewicz Dennis Andrew was granted 51.084 shares
Chief Accounting Officer
Sep 22, 2026 Insider
Baker Charles D. was granted 15 shares
Director
Sep 11, 2026 Event
Ellis v. UnitedHealth Group Inc.
Court ruling (mnd) — Docket: 0:26-cv-01926
Sep 7, 2026 dark_pool
Dark Pool: UNH — 5.7M shares, 139,850 trades
Week starting 2026-09-07. Total ATS volume: 5,722,279 shares across 139,850 trades.
Jul 30, 2026 Congress
Rich McCormick sell
$1,001 - $15,000 — House
Jul 16, 2026 SEC
Baird upgrades UNH to Neutral — PT $453 (+8.2%)
ANALYST-UPGRADE — Impact 6/10
Jul 10, 2026 Congress
Dan Newhouse sell
$1,001 - $15,000 — House
Analyst ratings buy % +16.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Buy 79% rate it Buy or better · 34 analysts
Strong Buy 8 24% Buy 19 56% Hold 7 21% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Jul 21, 2026JP MorganMAINTAINOverweight 55%
Jul 21, 2026MizuhoMAINTAINOutperform 52%
Jul 20, 2026BarclaysMAINTAINOverweight 54%
Jul 17, 2026Morgan StanleyMAINTAINOverweight 55%
Jul 17, 2026KeybancMAINTAINOverweight 52%
Jul 17, 2026OppenheimerMAINTAINOutperform 52%
Jul 17, 2026Truist SecuritiesMAINTAINBuy 55%
Jul 17, 2026RBC CapitalMAINTAINOutperform 55%
Jul 17, 2026UBSMAINTAINBuy 55%
Jul 16, 2026BairdUPGRADENeutral 54%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 202681970079%
Aug 1, 202681970079%
Jul 1, 202681960179%
Jun 1, 202671970176%
May 1, 202671970176%
Apr 1, 202661881171%
Mar 1, 202661791168%
Feb 1, 202661791168%
Price targets
Where 25 covering analysts think UNH trades over the next 12 months.
$481.72 +31.9% upside Strong Buy
Current$365.20 Low$380.00 Median$490.00 High$529.00 25 analysts
$380.00$529.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
71°
Bullish
BearishNeutralBullish
30 mentions 19 bullish 5 bearish 6 neutral
Recent posts
stocks Bullish 8d 15h ago
Sharing my little progress with you.
▲ 1 · 💬 5· ⚡ 0.5
investing Bullish 8d 19h ago
I'm sharing my little progress with you.
▲ 1 · 💬 9· ⚡ 0.5
stocks Bullish 15d 10h ago
The positions I have added
▲ 1 · 💬 5· ⚡ 0.5
options Bullish 19d 18h ago
SPY had $915M in options premium. UNH had $615M. Only one was unusual.
▲ 1 · 💬 6· ⚡ 0.5
wallstreetbets Bearish 27d 21h ago
1y Performance
▲ 1 · 💬 5· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 2 bullish, 0 bearish, 1 mixed, 17 neutral · avg impact 3.0/10.
BULLISHANALYST-UPGRADE3/10
B of A Securities upgrades UNH to Buy — PT $450 (+19.4%)
Jun 4, 2026
NEUTRALANALYST-UPGRADE6/10
Baird upgrades UNH to Neutral — PT $453 (+8.2%)
Jul 16, 2026
MIXEDANALYST-UPGRADE1/10
Argus Research double upgrades to Buy with $400 PT — 15.5% upside to mean target
Apr 22, 2026
BULLISHCOURT-RULING5/10
The District of Minnesota granted UnitedHealth Group's motion to compel individual arbitration and s
Sep 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 11, 2026
Enforcement
Ellis v. UnitedHealth Group Inc.
Court ruling (mnd) — Docket: 0:26-cv-01926
Sep 7, 2026
dark_pool
Dark Pool: UNH — 5.7M shares, 139,850 trades
Week starting 2026-09-07. Total ATS volume: 5,722,279 shares across 139,850 trades.
Sep 1, 2026
Enforcement
Haverty v. UnitedHealth Group, Inc
Court ruling (cod) — Docket: 1:25-cv-02447
Aug 31, 2026
dark_pool
Dark Pool: UNH — 3.7M shares, 119,891 trades
Week starting 2026-08-31. Total ATS volume: 3,674,868 shares across 119,891 trades.
Aug 24, 2026
dark_pool
Dark Pool: UNH — 3.7M shares, 118,366 trades
Week starting 2026-08-24. Total ATS volume: 3,746,530 shares across 118,366 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$4.15$3.90–$4.5642.1%+0.7%4↑ 1↓$111.5B23
Next Q$2.10$1.64–$2.53-0.3%-1.6%1↑ 4↓$111.3B23
Current FY$19.87$19.51–$20.1121.5%+0.3%4↑ 0↓$447.1B25
Next FY$22.61$20.38–$24.5013.8%+0.8%5↑ 1↓$460.1B26
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$4.149—
7d ago$4.118+0.031
30d ago$4.118+0.031
60d ago$4.072+0.078
90d ago$3.732+0.418
Institutional ownership
Which big funds own UNH (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $245.9B total value (594,108,762 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.76,863,061$31.9B13.0%—
VANGUARD CAPITAL MANAGEMENT LLC59,311,525$24.7B10.0%—
STATE STREET CORP45,633,267$19.0B7.7%—
Capital World Investors29,887,932$12.4B5.1%—
FMR LLC27,992,995$11.6B4.7%DOUBLED +132.9%
VANGUARD PORTFOLIO MANAGEMENT LLC24,483,234$10.2B4.1%—
GEODE CAPITAL MANAGEMENT, LLC21,751,937$9.0B3.7%—
JPMORGAN CHASE & CO20,246,047$8.5B3.5%—
CHARLES SCHWAB INVESTMENT MANAGEMENT INC19,830,588$8.2B3.4%—
MORGAN STANLEY14,795,456$6.1B2.5%—
Recent position changes
FundActionPrevCurrentChangeValue
FMR LLCDOUBLED12,019,04627,992,995+132.9%$11.6B
NORGES BANKNEW—12,736,973—$5.3B
Capital Research Global InvestorsTRIM17,112,21810,534,177-38.4%$4.4B
Fisher Asset Management, LLCADD5,237,7019,082,269+73.4%$3.8B
AMERIPRISE FINANCIAL INCADD3,499,0984,510,354+28.9%$1.9B
HSBC HOLDINGS PLCTRIM5,721,0493,992,237-30.2%$1.7B
SCHRODER INVESTMENT MANAGEMENT GROUPDOUBLED627,5342,553,379+306.9%$1.1B
VOYA INVESTMENT MANAGEMENT LLCDOUBLED606,6292,419,613+298.9%$1.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPTRIM3,180,2811,883,767-40.8%$783.0M
MARSHALL WACE, LLPADD1,410,3341,833,046+30.0%$761.9M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$944.9K — $0.00 bought, $944.9K sold.
DateInsiderTitleTypeSharesPriceValue
Sep 22, 2026MCNABB FREDERICK WILLIAM IIIDirectorAWARD57——
Sep 22, 2026Stankiewicz Dennis AndrewChief Accounting OfficerAWARD51.084——
Sep 22, 2026Baker Charles D.DirectorAWARD15——
Sep 22, 2026FLYNN TIMOTHY PATRICKDirectorAWARD68——
Sep 22, 2026GARCIA PAUL RDirectorAWARD16——
Sep 22, 2026Gottlieb ScottDirectorAWARD5——
Sep 22, 2026Conway Patrick HughChief Executive Officer, OptumAWARD91.029——
Sep 22, 2026Noseworthy John HDirectorAWARD46——
Sep 22, 2026MONTGOMERY RICE VALERIE MDDirectorAWARD47——
Sep 22, 2026DeVeydt Wayne SChief Financial OfficerAWARD106.233——
Congressional trades
UNH trades disclosed by members of Congress, with disclosure delay.
10 members · 12 buys / 6 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Jul 30, 2026Rich McCormickRHOUSESELL$1,001 - $15,000Unitedhealth Group IncAug 17, 2026(19d)
Jul 10, 2026Dan NewhouseRHOUSESELL$1,001 - $15,000Unitedhealth Group IncJul 20, 2026(11d)
Jun 12, 2026Rich McCormickRHOUSESELL$1,001 - $15,000Unitedhealth Group IncJul 10, 2026(29d)
Jun 12, 2026Rich McCormickRHOUSESELL$1,001 - $15,000Unitedhealth Group IncJul 10, 2026(29d)
Jun 4, 2026John BoozmanRSENATEBUY$1,001 - $15,000Unitedhealth Group IncJul 13, 2026(40d)
Jun 4, 2026Maria Elvira SalazarRHOUSESELL$1,001 - $15,000Unitedhealth Group IncJul 8, 2026(35d)
Apr 22, 2026Maria Elvira SalazarRHOUSEBUY$1,001 - $15,000Unitedhealth Group IncMay 11, 2026(20d)
Apr 22, 2026Maria Elvira SalazarRHOUSEBUY$1,001 - $15,000Unitedhealth Group IncMay 11, 2026(20d)
Mar 30, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Unitedhealth Group IncApr 9, 2026(11d)
Mar 27, 2026Alan ArmstrongRSENATEBUY$15,001 - $50,000Unitedhealth Group IncJul 22, 2026(117d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for UNH.
Shares short
13,216,124
Settlement Sep 15, 2026
Change vs prior
-13.6%
Semi-monthly cycle
Days to cover
2.5
At avg daily volume
Of shares outstanding
≈1.5%
Estimate — not % of float
All UNH filing & press-release reports (50)