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UnitedHealth Group Inc Stock Research

UNH

514.57USD+10.38(+2.06%)Market Closed
Watchlist

Market Summary

USD514.57+10.38
Market Closed
2.06%

UNH Stock Price

UNH RSI Chart

UNH Valuation

Market Cap

477.0B

Price/Earnings (Trailing)

22.6

Price/Sales (Trailing)

1.37

EV/EBITDA

12.69

Price/Free Cashflow

12.49

UNH Price/Sales (Trailing)

UNH Profitability

EBT Margin

8.08%

Return on Equity

24.12%

Return on Assets

7.3%

Free Cashflow Yield

8.01%

UNH Fundamentals

UNH Revenue

Revenue (TTM)

348.5B

Revenue Y/Y

15.65%

Revenue Q/Q

1.06%

UNH Earnings

Earnings (TTM)

21.1B

Earnings Y/Y

7.97%

Earnings Q/Q

-2.44%

Price Action

52 Week Range

443.86554.41
(Low)(High)

Last 7 days

0.8%

Last 30 days

8.1%

Last 90 days

7.7%

Trailing 12 Months

2.6%

UNH Financial Health

Current Ratio

0.81

UNH Investor Care

Dividend Yield

1.31%

Dividend/Share (TTM)

6.6

Buy Backs (1Y)

1.07%

Diluted EPS (TTM)

22.35

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for UNH

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-09-19
MCNABB FREDERICK WILLIAM III
acquired
-
-
23.00
-
2023-09-19
Gil Kristen
acquired
-
-
2.00
-
2023-09-19
McSweeney Erin
acquired
-
-
26.418
evp chief people officer
2023-09-19
MONTGOMERY RICE VALERIE MD
acquired
-
-
18.00
-
2023-09-19
Noseworthy John H
acquired
-
-
18.00
-
2023-09-19
REX JOHN F
acquired
-
-
71.646
evp chief financial officer
2023-09-19
ROOS THOMAS E
acquired
-
-
20.719
chief accounting officer
2023-09-19
THOMPSON BRIAN R
acquired
-
-
43.829
ceo, unitedhealthcare
2023-09-19
WITTY ANDREW
acquired
-
-
100
ceo, uhg
2023-09-19
Bondy Rupert M
acquired
-
-
15.868
evp & chief legal officer

1–10 of 50

Which funds bought or sold UNH recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-26
BROOKFIELD Corp /ON/
added
530
14,822,500
17,561,600
0.07%
2023-09-26
M Holdings Securities, Inc.
reduced
-70.19
-1,105,000
481,000
0.10%
2023-09-26
DecisionPoint Financial, LLC
unchanged
-
459
27,397
0.01%
2023-09-21
Baystate Wealth Management LLC
added
0.52
14,370
651,991
0.05%
2023-09-21
Jefferies Group LLC
added
235
29,793,900
42,775,900
0.36%
2023-09-21
Halpern Financial, Inc.
added
27.00
13,782
61,041
0.02%
2023-09-20
BARCLAYS PLC
added
135
978,517,000
1,679,400,000
1.06%
2023-09-18
CAPE ANN SAVINGS BANK
added
1.25
67,535
2,339,280
1.56%
2023-09-18
WASHINGTON CAPITAL MANAGEMENT, INC
reduced
-20.98
-241,035
986,754
0.84%
2023-09-15
CJM Wealth Advisers, Ltd.
unchanged
-
4,863
290,307
0.15%

1–10 of 46

Latest Funds Activity

Are funds buying UNH calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own UNH
No. of Funds

Schedule 13G FIlings of UnitedHealth Group

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 09, 2023
vanguard group inc
9.00%
84,052,380
SC 13G/A
Feb 09, 2023
fmr llc
-
0
SC 13G/A
Feb 03, 2023
blackrock inc.
8.0%
74,418,906
SC 13G/A
Feb 10, 2022
vanguard group inc
8.44%
79,483,862
SC 13G/A
Feb 09, 2022
fmr llc
-
0
SC 13G/A
Feb 01, 2022
blackrock inc.
7.4%
69,275,884
SC 13G/A
Feb 16, 2021
capital world investors
3.7%
35,185,176
SC 13G/A
Feb 10, 2021
vanguard group inc
8.34%
79,092,547
SC 13G/A
Feb 08, 2021
fmr llc
-
0
SC 13G/A
Feb 01, 2021
blackrock inc.
7.5%
71,592,885
SC 13G/A

Recent SEC filings of UnitedHealth Group

View All Filings
Date Filed Form Type Document
Sep 22, 2023
8-K/A
Current Report
Sep 21, 2023
4
Insider Trading
Sep 21, 2023
4
Insider Trading
Sep 21, 2023
4
Insider Trading
Sep 21, 2023
4
Insider Trading
Sep 21, 2023
4
Insider Trading
Sep 21, 2023
4
Insider Trading
Sep 21, 2023
4
Insider Trading
Sep 21, 2023
4
Insider Trading
Sep 21, 2023
4
Insider Trading

UNH Fair Value

Loading...

Peers (Alternatives to UnitedHealth Group)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
477.0B
348.5B
8.05% 2.57%
22.6
1.37
13.69% 15.63%
91.1B
186.1B
3.93% 4.43%
13.64
1.92
3.72% 22.38%
65.7B
98.7B
6.76% 1.35%
23.41
0.71
10.45% 7.48%
37.8B
147.9B
13.11% -10.94%
13.95
0.26
7.12% 45.86%
MID-CAP
6.3B
937.9M
11.11% 9.87%
492.64
6.74
17.97% 120.64%
5.2B
2.3B
3.17% 35.63%
86.23
2.28
2.85% -58.05%
3.4B
732.5M
-4.43% 43.03%
48.77
4.63
9.34% 4.86%
3.2B
4.4B
-3.42% -20.15%
10.06
0.73
-16.06% -30.43%
2.9B
6.5B
-1.39% 25.34%
13.37
0.44
1.83% 10.70%
SMALL-CAP
1.9B
1.5B
-13.69% 38.13%
-147.42
1.24
12.20% -155.34%
1.4B
999.1M
-2.28% -10.83%
25.58
1.38
10.42% 21.37%
713.4M
3.0B
-11.86% -11.24%
-6.92
0.24
11.66% -12.20%

UnitedHealth Group News

Nasdaq
GRAPHIC-Tech giants' market cap dips on rising bond yields, AI ....
Nasdaq,
96 minutes ago
Investing.com South Africa
UnitedHealth Group
Nasdaq
Dow Movers: IBM, UNH.
Nasdaq,
4 days ago

Returns for UNH

Cumulative Returns on UNH

23.4%


10-Year Cumulative Returns

22.3%


7-Year Cumulative Returns

15.2%


5-Year Cumulative Returns

19.5%


3-Year Cumulative Returns

Risks for UNH

What is the probability of a big loss on UNH?

31.9%


Probability that UnitedHealth Group stock will be more than 20% underwater in next one year

18.5%


Probability that UnitedHealth Group stock will be more than 30% underwater in next one year.

0%


Probability that UnitedHealth Group stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does UNH drawdown profile look like?

Y-axis is the maximum loss one would have experienced if UnitedHealth Group was unfortunately bought at previous high price.

Drawdowns

Financials for UnitedHealth Group

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue3.7%348,515335,944324,162315,118306,561297,550287,597279,321272,099262,916257,141252,575247,811246,268242,155239,671235,876231,367226,247219,891213,657
Costs and Expenses3.8%318,019306,373295,727288,033281,226273,369263,627257,375251,214238,768234,736228,592223,465226,419222,470220,584217,213213,244208,903203,067197,335
  S&GA Expenses4.2%52,10650,00647,78246,04545,10743,75742,57942,82142,27041,91241,70439,49138,27736,69135,19334,59534,11434,08534,07433,19132,099
EBITDA-100.0%-33,15331,83530,27428,49227,31427,07325,01023,87227,07425,29626,86027,21322,65322,405------
EBITDA Margin-100.0%-0.10*0.10*0.10*0.12*0.09*0.09*0.09*0.09*0.10*0.10*0.11*0.11*0.09*0.09*------
Interest Expenses15.0%2,7742,4132,0921,8471,7531,6961,6601,6301,6031,6231,6631,6991,7531,7411,7041,6411,5451,4711,4001,3341,275
Earnings Before Taxes2.1%27,72227,15826,34325,23823,58222,48522,31020,31619,28222,52520,74222,28422,59318,10817,98117,44617,11816,65215,94415,49015,047
EBT Margin-100.0%-0.08*0.08*0.08*0.10*0.08*0.08*0.07*0.07*0.09*0.08*0.09*0.09*0.07*0.07*------
Net Income2.0%21,10820,70420,12019,43018,25417,45017,28515,42614,51216,88315,40316,73217,09813,75413,83913,33812,98812,61711,98612,56311,860
Net Income Margin-100.0%-0.06*0.06*0.06*0.07*0.06*0.06*0.06*0.05*0.06*0.06*0.07*0.07*0.06*0.06*------
Free Cashflow-100.0%-34,20723,40431,32620,45219,21619,88922,89318,51223,08620,12320,15120,28716,19416,392------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets-1.2%280,164283,679245,705243,064230,172221,238212,206213,045210,292205,171197,289190,969192,483189,067173,889173,709167,200161,197152,221151,087154,611
  Current Assets-4.3%89,86993,89569,06982,93768,35669,02961,75861,61058,91659,50853,71854,82158,91858,80742,63443,54142,03842,81538,69238,75446,634
    Cash Equivalents-0.2%41,81341,91323,36538,84524,61225,48221,37521,08519,83219,95516,92117,55022,32721,56910,98512,36313,74512,40710,86610,26318,368
  Net PPE2.7%10,92610,63710,1289,4699,4219,1838,9698,7308,7358,4968,6268,1518,1268,1738,7048,5018,6818,2308,4588,0427,906
  Goodwill1.3%101,669100,40693,35283,90484,15977,54875,79575,43575,82772,16271,33768,08867,87265,30265,65965,20562,00059,37958,91058,70356,271
Liabilities-2.6%188,008193,057159,358160,143149,045143,591135,727138,413136,971134,589126,750121,018124,126127,463111,727113,962109,144104,69295,99496,722101,989
  Current Liabilities-3.0%112,981116,48289,237100,93588,69888,17078,29279,57576,55780,64172,42066,59769,88378,60661,78262,64162,32858,93353,20956,37762,052
    LT Debt, Current-------3,620---4,819---3,870---1,973--
    LT Debt, Non Current-2.3%59,26860,65754,51345,43845,79940,79642,38343,34544,34837,42038,64839,89539,90135,77936,80838,50734,47334,41934,58132,05332,096
Shareholder's Equity1.8%87,36885,82181,45078,06476,20576,12875,04573,25972,02269,31368,32868,10466,51559,86360,43657,75655,85454,45154,31952,59650,783
  Retained Earnings1.3%89,99488,85286,15683,72280,54078,78277,13475,12473,09071,22069,29569,71567,77662,32761,17858,69656,36755,47255,84654,38652,363
  Additional Paid-In Capital-------------388-7.00------
Accumulated Depreciation---6,930---5,992---5,230---4,995---4,141--
Shares Outstanding-0.5%927932934935937941941943944945946950949949948949950958960962961
Minority Interest11.2%5,0154,5093,6783,4183,3853,3623,2852,9813,0082,9092,8372,8732,8912,8862,8202,7602,7512,7272,6232,5862,490
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations11.2%41,37537,21426,20633,95722,98821,65722,34325,22620,77325,23622,17422,27822,30118,17218,46314,65412,44510,57815,71310,74017,345
  Share Based Compensation3.7%1,025988925884878843800743717704679699687685697651678673638653623
Cashflow From Investing21.9%-27,964-35,823-28,476-12,391-13,423-10,338-10,372-16,266-17,256-14,706-12,532-8,742-10,306-12,816-12,699-12,451-12,565-9,284-12,385-13,949-11,641
Cashflow From Financing-75.5%3,70715,1124,226-3,793-4,774-5,938-7,455-5,424-6,045-12,106-3,590-8,206-3,2443,950-5,625-85.00-4,509-7,059-4,365-2,677-1,842
  Dividend Payments---5,991---5,280---4,584---3,932---3,320--
  Buy Backs8.1%7,0276,5007,0007,0507,1005,8505,0005,6595,4594,2094,2502,9402,6904,1895,5005,9515,8514,8524,5003,9773,605

UNH Income Statement

2023-06-30
Condensed Consolidated Statements of Operations - USD ($)
shares in Millions, $ in Millions
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Revenues:    
Premiums$ 72,474$ 63,896$ 145,260$ 127,966
Investment and other income1,1152951,913662
Total revenues92,90380,332184,834160,481
Operating costs:    
Medical costs60,26852,093120,113104,616
Operating costs13,80911,70927,43423,110
Cost of products sold9,7488,59619,15317,083
Depreciation and amortization1,0218021,9911,590
Total operating costs84,84673,200168,691146,399
Earnings from operations8,0577,13216,14314,082
Interest expense(828)(467)(1,582)(900)
Earnings before income taxes7,2296,66514,56113,182
Provision for income taxes(1,572)(1,466)(3,130)(2,835)
Net earnings5,6575,19911,43110,347
Earnings attributable to noncontrolling interests(183)(129)(346)(250)
Net earnings attributable to UnitedHealth Group common shareholders$ 5,474$ 5,070$ 11,085$ 10,097
Earnings per share attributable to UnitedHealth Group common shareholders:    
Basic$ 5.89$ 5.41$ 11.91$ 10.75
Diluted$ 5.82$ 5.34$ 11.77$ 10.61
Basic weighted-average number of common shares outstanding930937931939
Dilutive effect of common share equivalents10131113
Diluted weighted-average number of common shares outstanding940950942952
Anti-dilutive shares excluded from the calculation of dilutive effect of common share equivalents7363
Products    
Revenue from Products and Services$ 10,651$ 9,496$ 20,918$ 18,836
Services    
Revenue from Products and Services$ 8,663$ 6,645$ 16,743$ 13,017

UNH Balance Sheet

2023-06-30
Condensed Consolidated Balance Sheets - USD ($)
shares in Millions, $ in Millions
Jun. 30, 2023
Dec. 31, 2022
Current assets:  
Cash and cash equivalents$ 41,813$ 23,365
Short-term investments4,4664,546
Accounts receivable, net17,95217,681
Other current receivables, net16,13112,769
Assets under management3,6234,087
Prepaid expenses and other current assets5,8846,621
Total current assets89,86969,069
Long-term investments45,98843,728
Property, equipment and capitalized software, net10,92610,128
Goodwill101,66993,352
Other intangible assets, net15,64314,401
Other assets16,06915,027
Total assets280,164245,705
Current liabilities:  
Medical costs payable31,94729,056
Accounts payable and accrued liabilities29,51627,715
Short-term borrowings and current maturities of long-term debt6,3213,110
Unearned revenues14,8523,075
Other current liabilities30,34526,281
Total current liabilities112,98189,237
Long-term debt, less current maturities59,26854,513
Deferred income taxes2,4982,769
Other liabilities13,26112,839
Total liabilities188,008159,358
Commitments and contingencies (Note 7)
Redeemable noncontrolling interests4,7884,897
Equity:  
Preferred stock, $0.001 par value - 10 shares authorized; no shares issued or outstanding00
Common stock, $0.01 par value - 3,000 shares authorized; 927 and 934 issued and outstanding99
Retained earnings89,99486,156
Accumulated other comprehensive loss(7,650)(8,393)
Nonredeemable noncontrolling interests5,0153,678
Total equity87,36881,450
Total liabilities, redeemable noncontrolling interests and equity$ 280,164$ 245,705
Preferred stock, par value$ 0.001$ 0.001
Preferred stock, shares authorized1010
Preferred stock, shares issued00
Preferred stock, shares outstanding00
Common stock, par value$ 0.01$ 0.01
Common stock, shares authorized3,0003,000
Common stock, shares issued927934
Common stock, shares outstanding927934
Sir Andrew Philip Witty
65535
UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; health care coverage and well-being services to individuals age 50 and older addressing their needs for preventive and acute health care services, as well as services dealing with chronic disease and other specialized issues for older individuals; Medicaid plans, children's health insurance and health care programs; health and dental benefits; and hospital and clinical services. The OptumHealth segment provides access to networks of care provider specialists, health management services, care delivery, consumer engagement, and financial services. This segment serves individuals directly through care delivery systems, employers, payers, and government entities. The OptumInsight segment offers software and information products, advisory consulting arrangements, and managed services outsourcing contracts to hospital systems, physicians, health plans, governments, life sciences companies, and other organizations. The OptumRx segment provides pharmacy care services and programs, including retail network contracting, home delivery, specialty and compounding pharmacy, and purchasing and clinical capabilities, as well as develops programs in the areas of step therapy, formulary management, drug adherence, and disease/drug therapy management. UnitedHealth Group Incorporated was incorporated in 1977 and is based in Minnetonka, Minnesota.