UNH
Snapshot
mcap $349.5B · fwd P/E 17.4 · P/S 0.8 · rev +0% y/y · margin 3% · short 1.9% of float · beta 0.6 · 65% of 52w range
Active theses holding UNH
Recent news
UnitedHealth Expands Behavioral Coaching to 13M Members
UnitedHealth Group expanded its child and family behavioral coaching program to 13 million commercial members, adding 5 million individuals at no cost to employers. Launched in 2023, the program addresses low-severity ne
Aug 27, 2026
UNH Stock Dip: Buying Opportunity or Warning Sign?
UnitedHealth Group's stock trades near $393, up about 33% over the past year, but its valuation hinges on a margin recovery that is far from assured. Management raised full-year 2026 adjusted earnings guidance to $19.50-
Aug 21, 2026
UnitedHealth Group sued over governance and cybersecurity failures
UnitedHealth Group faces an investor lawsuit alleging governance and cybersecurity failures tied to its Change Healthcare acquisition, which plaintiffs claim led to the largest healthcare data breach in U.S. history. The
Aug 18, 2026
UnitedHealth Group Stock: Wall Street Bullish on Strong Q2 Earnings
UnitedHealth Group (UNH) stock has surged 62.9% over the past year, outperforming the S&P 500, and rose 1.2% on July 16 after reporting better-than-expected Q2 2026 earnings. Revenue hit $112.03 billion, adjusted EPS was
Aug 11, 2026
UNH Concentration Risk Hidden in Popular Funds
UnitedHealth (UNH) has become a hidden concentrated position in many popular funds after a 50% annual return, with a 31% surge in the last three months. The stock trades 25% above its 200-day moving average at 22 times f
Jul 21, 2026
UnitedHealth faces hidden risk from rising commercial costs
UnitedHealth's stock trades near 52-week highs after a 50% gain over the past year and a raised full-year outlook, but analysts are pressing on a worsening margin divergence. On the latest earnings call, management confi
Jul 20, 2026
UnitedHealth Group Stock Rises on Strong Q1 Results and Raised Guidance
UnitedHealth Group stock surged 8% in pre-market trading after the company reported Q2 2026 results that showed a loss of 965,000 Medicare Advantage members since the end of 2025, yet raised full-year adjusted EPS guidan
Jul 16, 2026
UnitedHealth Group Q2 Earnings Beat, Guidance Raised
UnitedHealth Group raised its full-year 2026 adjusted EPS guidance to $19.50–$20.00, up from at least $18.25, after reporting strong Q2 earnings that beat analyst estimates by 31%. Adjusted EPS came in at $6.38, compared
Jul 16, 2026
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