UNH RSI Chart
Last 7 days
2.3%
Last 30 days
9.5%
Last 90 days
0.6%
Trailing 12 Months
9.5%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 379.5B | 0 | 0 | 0 |
2023 | 335.9B | 348.5B | 360.0B | 371.6B |
2022 | 297.6B | 306.6B | 315.1B | 324.2B |
2021 | 262.9B | 272.1B | 279.3B | 287.6B |
2020 | 246.3B | 247.8B | 252.6B | 257.1B |
2019 | 231.4B | 235.9B | 239.7B | 242.2B |
2018 | 207.6B | 213.7B | 219.9B | 226.2B |
2017 | 189.0B | 192.6B | 196.6B | 201.2B |
2016 | 165.9B | 176.1B | 180.9B | 184.8B |
2015 | 134.5B | 138.2B | 146.9B | 157.1B |
2014 | 123.9B | 126.0B | 128.2B | 130.5B |
2013 | 113.7B | 116.8B | 120.1B | 122.5B |
2012 | 103.7B | 105.7B | 107.8B | 110.6B |
2011 | 96.4B | 98.4B | 100.0B | 101.9B |
2010 | 88.3B | 89.9B | 91.9B | 94.2B |
2009 | 82.9B | 84.3B | 85.8B | 87.1B |
2008 | 0 | 77.3B | 79.3B | 81.2B |
2007 | 0 | 0 | 0 | 75.4B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed S&P 500 Index
Grufity's Fair Value model takes all the S&P 500 stocks and divides them into separate buckets based on their attractiveness. The 'Very Cheap' bucket of S&P 500 has greatly outperformed S&P 500 Index. Conversely, S&P500 stocks considered 'Very Expensive' by the model underperformed the S&P500 index in the past three years. Grufity Fair Value is available for 2300+ stocks, including 90% of S&P 500 stocks. Grufity's Fair Value Model separates high-return stocks from low-return stocks.
Returns of $10,000 invested in:
Very Cheap Stocks: $17,289
S&P 500 Index: $12,922
Very Expensive Stocks: $11,022
Grufity's Fair Value model does a great job in separating High Performing Stocks from Low Performing ones in the S&P 500 list.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Apr 01, 2024 | noseworthy john h | acquired | - | - | 192 | - |
Apr 01, 2024 | gil kristen | acquired | - | - | 179 | - |
Apr 01, 2024 | garcia paul r | acquired | - | - | 179 | - |
Apr 01, 2024 | mcnabb frederick william iii | acquired | - | - | 196 | - |
Apr 01, 2024 | flynn timothy patrick | acquired | - | - | 192 | - |
Apr 01, 2024 | montgomery rice valerie md | acquired | - | - | 192 | - |
Apr 01, 2024 | baker charles d. | acquired | - | - | 179 | - |
Apr 01, 2024 | hemsley stephen j | acquired | - | - | 291 | - |
Apr 01, 2024 | hooper michele j | acquired | - | - | 115 | - |
Mar 19, 2024 | mcsweeney erin | acquired | - | - | 23.748 | evp & chief people officer |
Which funds bought or sold UNH recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 17, 2024 | Plato Investment Management Ltd | added | 754 | 8,521,260 | 9,733,720 | 1.01% |
May 17, 2024 | Heartland Bank & Trust Co | reduced | -0.59 | -123,299 | 1,747,780 | 1.02% |
May 17, 2024 | Aspect Partners, LLC | unchanged | - | -10,135 | 157,809 | 0.12% |
May 17, 2024 | New Covenant Trust Company, N.A. | new | - | 536,255 | 536,255 | 0.54% |
May 17, 2024 | Investmark Advisory Group LLC | added | 0.13 | -24,246 | 385,882 | 0.21% |
May 17, 2024 | CITIZENS FINANCIAL GROUP INC/RI | added | 1.56 | -764,629 | 15,985,000 | 0.53% |
May 17, 2024 | VIMA LLC | added | 180 | 234,688 | 388,718 | 0.30% |
May 17, 2024 | Kozak & Associates, Inc. | added | 0.39 | 10,442 | 1,329,210 | 0.36% |
May 17, 2024 | CCM INVESTMENT ADVISERS LLC | reduced | -3.38 | -1,538,710 | 15,171,700 | 1.81% |
May 17, 2024 | Advisory Resource Group | new | - | 209,258 | 209,258 | 0.05% |
Unveiling UnitedHealth Group Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to UnitedHealth Group Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
UNH | 482.9B | 379.5B | 31.44 | 1.27 | ||||
CI | 96.2B | 206.0B | 24.97 | 0.47 | ||||
HCA | 84.6B | 66.7B | 15.46 | 1.27 | ||||
CVS | 72.4B | 360.9B | 9.89 | 0.2 | ||||
CNC | 41.7B | 155.5B | 15.24 | 0.27 | ||||
DVA | 12.3B | 12.3B | 15.03 | 0.99 | ||||
UHS | 11.9B | 14.7B | 14.63 | 0.81 | ||||
MID-CAP | ||||||||
CHE | 8.5B | 2.3B | 30.15 | 3.73 | ||||
ACHC | 6.2B | 3.0B | -545.12 | 2.06 | ||||
AMEH | 2.3B | 1.5B | 36.62 | 1.57 | ||||
AMN | 2.2B | 3.5B | 15.49 | 0.64 | ||||
SMALL-CAP | ||||||||
ADUS | 1.8B | 1.1B | 27.59 | 1.67 | ||||
BKD | 1.3B | 3.0B | -7.66 | 0.44 | ||||
BEAT | 54.5M | - | -3.61 | - | ||||
AMS | 22.0M | 21.6M | 39.79 | 1.02 |
UnitedHealth Group Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | 5.7% | 99,796 | 94,427 | 92,361 | 92,903 | 91,931 | 82,787 | 80,894 | 80,332 | 80,149 | 73,743 | 72,337 | 71,321 | 70,196 | 65,467 | 65,115 | 62,138 | 64,421 | 60,901 | 60,351 | 60,595 | 60,308 |
Costs and Expenses | 5.9% | 91,865 | 86,738 | 83,835 | 84,846 | 83,845 | 75,896 | 73,432 | 73,200 | 73,199 | 68,202 | 66,625 | 65,343 | 63,457 | 61,950 | 60,464 | 52,897 | 59,425 | 55,806 | 55,337 | 55,851 | 55,476 |
S&GA Expenses | 5.5% | 14,077 | 13,339 | 13,855 | 13,809 | 13,625 | 13,009 | 11,663 | 11,709 | 11,401 | 11,272 | 10,725 | 10,359 | 10,223 | 11,514 | 10,174 | 10,001 | 10,015 | 9,301 | 8,960 | 8,415 | 8,517 |
EBITDA Margin | -21.5% | 0.08* | 0.10* | 0.10* | 0.10* | 0.10* | 0.10* | 0.10* | 0.09* | 0.09* | 0.09* | 0.09* | - | - | - | - | - | - | - | - | - | - |
Interest Expenses | 1.7% | 844 | 830 | 834 | 828 | 754 | 676 | 516 | 467 | 433 | 431 | 422 | 410 | 397 | 401 | 395 | 430 | 437 | 437 | 449 | 418 | 400 |
Income Taxes | 3.2% | 1,222 | 1,184 | 1,654 | 1,572 | 1,558 | 1,307 | 1,562 | 1,466 | 1,369 | 919 | 1,099 | 1,196 | 1,364 | 764 | 1,000 | 2,115 | 1,094 | 990 | 936 | 941 | 875 |
Earnings Before Taxes | -100.0% | 1.00 | 6,859 | 7,692 | 7,229 | 7,332 | 6,215 | 6,946 | 6,665 | 6,517 | 5,110 | 5,290 | 5,568 | 6,342 | 3,116 | 4,256 | 8,811 | 4,559 | 4,658 | 4,565 | 4,326 | 4,432 |
EBT Margin | -26.7% | 0.06* | 0.08* | 0.08* | 0.08* | 0.08* | 0.08* | 0.08* | 0.08* | 0.08* | 0.08* | 0.07* | - | - | - | - | - | - | - | - | - | - |
Net Income | -125.8% | -1,409 | 5,455 | 5,841 | 5,474 | 5,611 | 4,761 | 5,262 | 5,070 | 5,027 | 4,071 | 4,086 | 4,266 | 4,862 | 2,212 | 3,172 | 6,637 | 3,382 | 3,541 | 3,538 | 3,293 | 3,467 |
Net Income Margin | -32.8% | 0.04* | 0.06* | 0.06* | 0.06* | 0.06* | 0.06* | 0.06* | 0.06* | 0.06* | 0.06* | 0.06* | - | - | - | - | - | - | - | - | - | - |
Free Cashflow | 106.5% | 401 | -6,152 | 6,064 | 10,203 | 15,567 | -5,399 | 17,825 | 6,214 | 4,764 | 2,523 | 6,951 | - | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | 3.8% | 284,210 | 273,720 | 282,063 | 280,164 | 283,679 | 245,705 | 243,064 | 230,172 | 221,238 | 212,206 | 213,045 | 210,292 | 205,171 | 197,289 | 190,969 | 192,483 | 189,067 | 173,889 | 173,709 | 167,200 | 161,197 |
Current Assets | 13.4% | 88,942 | 78,437 | 91,905 | 89,869 | 93,895 | 69,069 | 82,937 | 68,356 | 69,029 | 61,758 | 61,610 | 58,916 | 59,508 | 53,718 | 54,821 | 58,918 | 58,807 | 42,634 | 43,541 | 42,038 | 42,815 |
Cash Equivalents | 11.7% | 28,414 | 25,427 | 38,915 | 41,813 | 41,913 | 23,365 | 38,845 | 24,612 | 25,482 | 21,375 | 21,085 | 19,832 | 19,955 | 16,921 | 17,550 | 22,327 | 21,569 | 10,985 | 12,363 | 13,745 | 12,407 |
Net PPE | -8.9% | 10,429 | 11,450 | 11,070 | 10,926 | 10,637 | 10,128 | 9,469 | 9,421 | 9,183 | 8,969 | 8,730 | 8,735 | 8,496 | 8,626 | 8,151 | 8,126 | 8,173 | 8,704 | 8,501 | 8,681 | 8,230 |
Goodwill | 1.9% | 105,664 | 103,732 | 101,703 | 101,669 | 100,406 | 93,352 | 83,904 | 84,159 | 77,548 | 75,795 | 75,435 | 75,827 | 72,162 | 71,337 | 68,088 | 67,872 | 65,302 | 65,659 | 65,205 | 62,000 | 59,379 |
Liabilities | 7.1% | 187,292 | 174,801 | 188,083 | 188,008 | 193,057 | 159,358 | 160,143 | 149,045 | 143,591 | 135,727 | 138,413 | 136,971 | 134,589 | 126,750 | 121,018 | 124,126 | 127,463 | 111,727 | 113,962 | 109,144 | 104,692 |
Current Liabilities | 5.4% | 104,431 | 99,054 | 114,179 | 112,981 | 116,482 | 89,237 | 100,935 | 88,698 | 88,170 | 78,292 | 79,575 | 76,557 | 80,641 | 72,420 | 66,597 | 69,883 | 78,606 | 61,782 | 62,641 | 62,328 | 58,933 |
Long Term Debt | 9.6% | 63,850 | 58,263 | 58,079 | 59,268 | 60,657 | 54,513 | 45,438 | 45,799 | 40,796 | 42,383 | 43,345 | 44,348 | 37,420 | 38,648 | 39,895 | 39,901 | 35,779 | 36,808 | 38,507 | 34,473 | 34,419 |
LT Debt, Current | - | - | - | - | - | - | - | - | - | - | 3,620 | - | - | - | 4,819 | - | - | - | 3,870 | - | - | - |
LT Debt, Non Current | -100.0% | - | 58,263 | 58,079 | 59,268 | 60,657 | 54,513 | 45,438 | 45,799 | 40,796 | 42,383 | 43,345 | 44,348 | 37,420 | 38,648 | 39,895 | 39,901 | 35,779 | 36,808 | 38,507 | 34,473 | 34,419 |
Shareholder's Equity | -2.2% | 92,370 | 94,421 | 89,564 | 87,368 | 85,821 | 81,450 | 78,064 | 76,205 | 76,128 | 75,045 | 73,259 | 72,022 | 69,313 | 68,328 | 68,104 | 66,515 | 59,863 | 60,436 | 57,756 | 55,854 | 54,451 |
Retained Earnings | -5.9% | 90,118 | 95,774 | 93,173 | 89,994 | 88,852 | 86,156 | 83,722 | 80,540 | 78,782 | 77,134 | 75,124 | 73,090 | 71,220 | 69,295 | 69,715 | 67,776 | 62,327 | 61,178 | 58,696 | 56,367 | 55,472 |
Additional Paid-In Capital | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 388 | - | 7.00 | - | - | - |
Accumulated Depreciation | -100.0% | - | 7,039 | - | - | - | 6,930 | - | - | - | 5,992 | - | - | - | 5,230 | - | - | - | 4,995 | - | - | - |
Shares Outstanding | -0.4% | 920 | 924 | 925 | 927 | 932 | 934 | 938 | 939 | 941 | 943 | 944 | 944 | - | - | - | - | - | - | - | - | - |
Minority Interest | 0.3% | 5,682 | 5,665 | 5,070 | 5,015 | 4,509 | 3,678 | 3,418 | 3,385 | 3,362 | 3,285 | 2,981 | 3,008 | 2,909 | 2,837 | 2,873 | 2,891 | 2,886 | 2,820 | 2,760 | 2,751 | 2,727 |
Float | - | - | - | - | 444,628 | - | - | - | 479,551 | - | - | - | 376,163 | - | - | - | 281,772 | - | - | - | 229,868 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | 122.0% | 1,144 | -5,193 | 6,902 | 11,032 | 16,327 | -4,533 | 18,549 | 6,871 | 5,319 | 3,218 | 7,580 | 5,540 | 6,005 | 6,101 | 3,127 | 10,003 | 2,943 | 6,205 | 3,150 | 5,874 | 3,234 |
Share Based Compensation | 78.8% | 372 | 208 | 247 | 242 | 362 | 250 | 171 | 205 | 299 | 209 | 165 | 170 | 256 | 152 | 139 | 157 | 231 | 172 | 127 | 155 | 243 |
Cashflow From Investing | -434.1% | -6,340 | -1,187 | -2,639 | -728 | -11,020 | -15,369 | -847 | -8,587 | -3,673 | 716 | -1,879 | -5,502 | -3,707 | -5,178 | -2,869 | -2,952 | -1,533 | -1,388 | -4,433 | -5,462 | -1,416 |
Cashflow From Financing | 215.0% | 8,231 | -7,156 | -7,104 | -10,459 | 13,190 | 4,392 | -3,416 | 946 | 2,304 | -3,627 | -4,397 | -218 | 787 | -1,596 | -5,018 | -6,279 | 9,303 | -6,212 | -56.00 | 915 | -272 |
Dividend Payments | - | - | - | 1,739 | 1,747 | 1,537 | - | 1,542 | 1,545 | 1,363 | - | 1,367 | 1,367 | 1,181 | - | 1,188 | 1,188 | 1,024 | 1,024 | 1,024 | 1,024 | 860 |
Buy Backs | 108.8% | 3,092 | 1,481 | 1,511 | 3,027 | 2,000 | 1,000 | 1,000 | 2,500 | 2,500 | 1,050 | 1,050 | 1,250 | 1,650 | 1,709 | 850 | - | 1,691 | 399 | 600 | 1,499 | 3,002 |
Condensed Consolidated Statements of Operations - USD ($) shares in Millions, $ in Millions | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
Revenues: | ||
Premiums | $ 77,988 | $ 72,786 |
Investment and other income | 1,011 | 798 |
Total revenues | 99,796 | 91,931 |
Operating costs: | ||
Medical Costs | 65,735 | 59,845 |
Operating costs | 14,077 | 13,625 |
Cost of products sold | 11,056 | 9,405 |
Depreciation and amortization | 997 | 970 |
Total operating costs | 91,865 | 83,845 |
Earnings from operations | 7,931 | 8,086 |
Interest expense | (844) | (754) |
Loss on sale of subsidiary | (7,086) | 0 |
Earnings before income taxes | 1 | 7,332 |
Provision for income taxes | (1,222) | (1,558) |
Net (loss) earnings | (1,221) | 5,774 |
Earnings attributable to noncontrolling interests | (188) | (163) |
Net (loss) earnings attributable to UnitedHealth Group common shareholders | $ (1,409) | $ 5,611 |
(Loss) earnings per share attributable to UnitedHealth Group common shareholders: | ||
Basic | $ (1.53) | $ 6.01 |
Diluted | $ (1.53) | $ 5.95 |
Basic weighted-average number of common shares outstanding | 922 | 933 |
Dilutive effect of common share equivalents | 0 | 10 |
Diluted weighted-average number of common shares outstanding | 922 | 943 |
Anti-dilutive shares excluded from the calculation of dilutive effect of common share equivalents | 15 | 5 |
Products | ||
Revenues: | ||
Revenue from Products and Services | $ 11,909 | $ 10,267 |
Services | ||
Revenues: | ||
Revenue from Products and Services | $ 8,888 | $ 8,080 |
Condensed Consolidated Balance Sheets - USD ($) shares in Millions, $ in Millions | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 28,414 | $ 25,427 |
Short-term investments | 4,296 | 4,201 |
Accounts receivable, net | 27,197 | 21,276 |
Other current receivables, net | 19,284 | 17,694 |
Assets under management | 3,619 | 3,755 |
Prepaid expenses and other current assets | 6,132 | 6,084 |
Total current assets | 88,942 | 78,437 |
Long-term investments | 45,928 | 47,609 |
Property, equipment and capitalized software, net | 10,429 | 11,450 |
Goodwill | 105,664 | 103,732 |
Other intangible assets, net | 15,543 | 15,194 |
Other assets | 17,704 | 17,298 |
Total assets | 284,210 | 273,720 |
Current liabilities: | ||
Medical costs payable | 34,032 | 32,395 |
Accounts payable and accrued liabilities | 30,738 | 31,958 |
Short-term borrowings and current maturities of long-term debt | 9,787 | 4,274 |
Unearned revenues | 3,206 | 3,355 |
Other current liabilities | 26,668 | 27,072 |
Total current liabilities | 104,431 | 99,054 |
Long-term debt, less current maturities | 63,850 | 58,263 |
Deferred income taxes | 4,167 | 3,021 |
Other liabilities | 14,844 | 14,463 |
Total liabilities | 187,292 | 174,801 |
Commitments and contingencies (Note 6) | ||
Redeemable noncontrolling interests | 4,548 | 4,498 |
Equity: | ||
Preferred stock, $0.001 par value - 10 shares authorized; no shares issued or outstanding | 0 | 0 |
Common stock, $0.01 par value - 3,000 shares authorized; 920 and 924 issued and outstanding | 9 | 9 |
Retained earnings | 90,118 | 95,774 |
Accumulated other comprehensive loss | (3,439) | (7,027) |
Nonredeemable noncontrolling interests | 5,682 | 5,665 |
Total equity | 92,370 | 94,421 |
Total liabilities, redeemable noncontrolling interests and equity | $ 284,210 | $ 273,720 |
Preferred stock, par value | $ 0.001 | $ 0.001 |
Preferred stock, shares authorized | 10 | 10 |
Preferred stock, shares issued | 0 | 0 |
Preferred stock, shares outstanding | 0 | 0 |
Common stock, par value | $ 0.01 | $ 0.01 |
Common stock, shares authorized | 3,000 | 3,000 |
Common stock, shares issued | 920 | 924 |
Common stock, shares outstanding | 920 | 924 |