AlphaYou
Overview
Smart money at a glance
Filings to Sep 27, 2026Net selling: insiders sold $661K and bought $0 on the open market in 90 days (SEC Form 4). Congress: both buying and selling, $7K to $105K in total in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$661K netNet selling
- CongressSTOCK Act, last 180 days
- $7K to $105K tradedMixed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 5 added, 5 cutEven
- Federal contractsUSAspending.gov, last 12 months
- 10+ awardsAwards on record
Key stats
Fundamentals Sep 27- Open
- $375.95
- 52-wk high
- $458.79
- High
- $379.17
- 52-wk low
- $252.96
- Low
- $371.17
- Prev close
- $375.01
- Mkt cap
- $338.03B
- P/E
- 24.2x
- Volume
- 4.08M
- Fwd P/E
- 16.6x
- Beta
- 0.62
- Div yield
- 2.39%
- P/S
- 0.8x
- P/B
- 3.4x
- Profit margin
- +3.1%
- Op margin
- +7.1%
- ROE
- +14.1%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about UNH filings
Are insiders buying or selling UnitedHealth Group Incorporated (UNH) stock?
Net selling: insiders sold $661K and bought $0 of UNH stock on the open market in the 90 days to Sep 27, 2026, according to SEC Form 4 filings. The largest was Conway, Patrick Hugh (Chief Executive Officer, Optum), who sold $661K. The latest filing was on Aug 25, 2026.
Which members of Congress have traded UNH recently?
Rep. Richard Dean McCormick (R) sold $1K to $15K on Jul 30, 2026, disclosed 15 days later. Rep. Richard Dean McCormick (R) sold $1K to $15K on Jun 12, 2026, disclosed 27 days later. Rep. Richard Dean McCormick (R) sold $1K to $15K on Jun 12, 2026, disclosed 27 days later. Sen. John Boozman (R) bought $1K to $15K on Jun 4, 2026, disclosed 39 days later. In total, 3 members disclosed 7 UNH trades with trade dates in the last 180 days, filed a median 27 days after trading.
How current is this UNH smart-money data?
This summary uses filings available on Sep 27, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (2)
- QR
Qube Research
$584.3M
bought
- AQ
AQR
$469.1M
added
Sells/Trims (1)
- VG
Viking Global
$395.2M
sold
What insiders are doing
What Congress is doing
Buys (1)
How top traders are positioned
No tracked top-trader positions in UNH right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 31.0% above what analysts expected.
Earnings per share
$4.87 expected
Reports Oct 13, 2026, in 16 days
Estimates as of Sep 27, 2026
EPS expected
$3.90 to $4.56
Revenue expected
18 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $113.16B | $113.22B | $111.72B | $112.03B |
| Cost of what it sold | $92.52B | $94.72B | $86.31B | $75.36B |
| Gross profit | $20.64B | $18.49B | $25.41B | $36.67B |
| What it spent | ||||
| Sales and admin | $15.22B | $17.00B | $15.39B | — |
| Other operating costs | $1.10B | $1.12B | $1.03B | $28.68B |
| Total operating expenses | $16.32B | $18.11B | $16.42B | $28.68B |
| What was left | ||||
| Operating profit | $4.32B | $380.0M | $8.99B | $7.99B |
| Interest on debt | $1.00B | $974.0M | $955.0M | $962.0M |
| Profit before tax | $3.23B | -$720.0M | $7.96B | $6.97B |
| Tax | $686.0M | -$938.0M | $1.48B | $1.30B |
| Net profit | $2.35B | $10.0M | $6.28B | $5.48B |
| EBITDA | $5.33B | $1.37B | $10.09B | $8.97B |
Technicals
Price structure
This stock is under pressure.
Trend
Under pressure
25 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bullish
Tone of tracked coverage
Humana Jumps 7% on Barclays Upgrade and $515 Target; UnitedHealth Nudges Higher
NeutralSep 25New analysis points finger at payers for IDR problems
Leans bullishSep 25UnitedHealth (UNH) Optum CEO receives 91 shares as dividend equivalents on restricted stock units.
NeutralSep 25A trust holds 6,033 UnitedHealth Group (UNH) shares for director Flynn; he holds 10,943 directly.
NeutralSep 24UnitedHealth Group (UNH) accounting chief receives 51 shares tied to stock awards.
NeutralSep 24Ten shares go to a UnitedHealth (UNH) director as dividend equivalents; a trust holds 3,800.
NeutralSep 24UnitedHealth Group (UNH) director Paul R. Garcia acquired 16 shares as dividend equivalents on vested stock units.
NeutralSep 24After receiving 15 dividend-equivalent shares, director Charles D. Baker holds 2,411 UnitedHealth Group (UNH) shares.
NeutralSep 24
Macro
31 macro signals shaping UNH right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
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