2026-10-06 → 10-31 Earnings Bull
UNH Sees Institutional Stake Boost and Bullish Commentary Post-Q3 CFC raises stake 9%; Barron's and CNBC commentator cite momentum from Q3 results
D1 -0.6% · +5d +0.4%
› 12 waves of this story2026-10-06 Analysts preview Q3, questioning if medical cost trends hold as MA margins improve2026-10-08 Multiple outlets preview results due Oct 13 pre-market2026-10-09 Multiple sources confirm UNH reports Q3 next week; focus on guidance and margin durability2026-10-11 Multiple sources confirm UNH reports this week, kicking off earnings season2026-10-13 Multiple outlets and traders expect a significant stock move; guidance may set sector tone into 20272026-10-13 Q3 revenue $112.7B and adj EPS $4.69 beat estimates; medical cost ratio improved; FY26 guidance raised2026-10-14 Q3 adj EPS surged 61% to $4.69; MCR improved 150bps to 88.4%; FY26 outlook raised to ≥$20.502026-10-15 Multiple sources confirm beat and raise, though some see positives priced in2026-10-16 Q3 margins improve and earnings surge, but falling membership and elevated utilization raise sustainability questions2026-10-17 Q3 operating earnings up >50% YoY with raised guidance; AI covers 40% of clinicians, prior authorizations to cut 30% by year-end2026-10-19 Q3 revenue $112.7B and EPS $4.69 beat estimates; management raised 2026 adjusted EPS guidance; shares rose 6.3%2026-10-31 CFC raises stake 9%; Barron's and CNBC commentator cite momentum from Q3 results2026-10-16 Company
Corporate America Balks at Tokenized Stocks; UNH Among Objectors Broadcom and other firms object to tokenizing shares under new regulatory framework; UNH joins pushback
D1 -1.3% · +5d +4.2%
2026-10-15 Analyst
Raymond James Maintains Outperform on UNH, Cuts PT to $450 Sees margin recovery but cuts PT on commercial pressure, regulatory uncertainty
D1 +2.8% · +5d +4.5%
2026-10-14 Analyst Bull
Bernstein Reiterates Outperform on UNH, PT $512 Analyst sees continuing MA turnaround; beat and raise driven by UHC and Optum Health
D1 +4.7% · +5d +5.4%
2026-10-13 Earnings
Earnings report Q3 2026 营收为 113 billion 美元，调整后每股收益 4.69 美元，高于去年同期的 2.92 美元。
D1 -0.2% · +5d +11.0%
2026-10-13 8-K filing
8-K: Item 2.02, Item 9.01 D1 -0.2% · +5d +11.0%
2026-10-08 Capital
Multiple Firms Add UNH Positions in Q3 Venture Visionary, HWG, Vann disclose new or raised stakes
D1 -1.3% · +5d +9.6%
2026-10-06 Regulation Bear
Texas AG Launches Investigation into UnitedHealth Ongoing probe keeps regulatory risk in focus for UNH
D1 -0.6% · +5d +0.4%
› 2 waves of this story2026-10-06 Potential violations of Texas Deceptive Trade Practices Act, raising regulatory risk2026-10-06 Ongoing probe keeps regulatory risk in focus for UNH2026-09-24 → 10-05 Company Bear
UnitedHealth Exits Select Medicare Advantage Plans, Reshapes Management Exiting select plans for 2027, reshaping membership amid cost pressure
D1 +1.0% · +5d -2.6%
› 2 waves of this story2026-09-24 Newly created role effective Sept 28 to support enterprise modernization and alignment2026-10-05 Exiting select plans for 2027, reshaping membership amid cost pressure2026-09-18 Analyst Bull
Analysts Bullish on UnitedHealth Recovery, Multiple Positive Calls Goldman, Zacks and Seeking Alpha cite MCR improvement and raised EPS guidance, seeing long-term value
D1 +0.5% · +5d -0.1%
2026-09-15 Earnings
UnitedHealth Schedules Q3 2026 Earnings Release for Oct 13 Company announcement confirms earnings date, giving investors a clear timeline
D1 -2.0% · +5d -0.8%
2026-09-09 → 09-10 Capital
UNH Sells Florida WellMed Stake to TPG Execs cite turnaround progress, Medicare strength
D1 -1.9% · +5d -4.5%
› 2 waves of this story2026-09-09 Multiple sources confirm deal; stock down 3%, CFO says not for cash2026-09-10 Execs cite turnaround progress, Medicare strength2026-09-01 → 09-02 Company Bull
UNH Expands Prior Authorization Removal, Stock Rises 30% of prior approvals to be removed, adding to Oct rule, easing regulatory pressure
D1 +1.8% · +5d -0.8%
› 2 waves of this story2026-09-01 Streamlining may improve customer experience, but execution risks remain2026-09-02 30% of prior approvals to be removed, adding to Oct rule, easing regulatory pressure2026-08-12 Company Bull
UNH Board Authorizes $2.32 Quarterly Dividend Company announcement confirms payout, signaling stable cash flow
D1 +0.8% · +5d -4.2%
2026-07-31 Analyst Bull
Multiple Media Compare UNH with Peers, Favoring Diversified Platform Two Zacks articles compare UNH with Centene and analyst ratings, highlighting diversification, AI, and Optum momentum
D1 -1.7% · +5d -1.8%
2026-07-29 Company Bull
UNH Partners with UT Health Sciences to Expand Health Hubs Partnership aims to expand health hub model statewide, increasing access to preventive care.
D1 -1.9% · +5d -1.9%
2026-07-20 → 07-29 Capital Bear
Multiple Institutions Trim UNH Positions Amundi reduced its UNH position in the latest quarter, aligning with recent institutional selling.
D1 -1.1% · +5d -0.9%
› 4 waves of this story2026-07-20 AIA Group, Dimensional Fund Advisors, and executive Broderick reduced UNH stakes in Q1 or recent period2026-07-21 Andra AP boosts stake 376.7%; Broderick cuts 55.4%; Dimensional trims 5.1%2026-07-23 Acumen Wealth cut stake by 29.6%; American Investment Services and Alesco Advisors initiated positions2026-07-29 Amundi reduced its UNH position in the latest quarter, aligning with recent institutional selling.2026-07-22 → 07-23 Capital Bull
Multiple Institutions Add or Initiate UNH Positions in Q1 American Investment Services disclosed a new UNH stake in its latest SEC filing, aligning with recent institutional buying.
D1 -1.2% · +5d -2.5%
› 2 waves of this story2026-07-22 Andra AP boosts stake by 376.7%, Alesco initiates position, showing institutional interest.2026-07-23 American Investment Services disclosed a new UNH stake in its latest SEC filing, aligning with recent institutional buying.2026-07-21 Earnings Bull
UNH Strong Results Prompt PT Hikes Zacks upgrades to Strong Buy; JPMorgan and Mizuho raise PTs, extending post-earnings momentum.
D1 +3.5% · +5d -1.7%
› 2 waves of this story2026-07-21 Q2 EPS $6.38 on $112B revenue; BofA raises PT to $5122026-07-21 Zacks upgrades to Strong Buy; JPMorgan and Mizuho raise PTs, extending post-earnings momentum.2026-07-13 → 07-17 Earnings
UNH to Report Q2 Earnings on July 16 Q2 beat with adj EPS up ~30% YoY; management raised FY2026 guidance to $19.50-20.00; analysts raised PTs.
D1 +1.1% · +5d -1.8%
› 7 waves of this story2026-07-13 Multiple media and traders flag UNH as a key earnings event this week2026-07-13 Multiple sources expect earnings to test cost management; membership declines pose pressure2026-07-15 Multiple sources confirm earnings timing; consensus EPS $4.84, revenue $110.05B2026-07-16 Multiple sources report Q2 earnings beat and raised outlook on controlled medical costs.2026-07-16 Q2 revenue $112B beat, adj EPS $6.38 well above est, MCR improved, FY EPS guidance raised to $19.752026-07-16 Revenue $112.0B beat, adj EPS $6.38 beat, MCR improved, FY EPS guidance raised to $19.75.2026-07-17 Q2 beat with adj EPS up ~30% YoY; management raised FY2026 guidance to $19.50-20.00; analysts raised PTs.2026-07-16 Analyst Bull
Baird upgrades to Neutral D1 +1.2% · +5d +0.0%
2026-07-16 Earnings
Earnings report Medicare Advantage enrollment expected to decline by approximately 1.1 million in 2026, with Medicare margins expected to finish above 3%
D1 +1.2% · +5d +0.0%
2026-07-16 8-K filing
8-K: Item 2.02, Item 9.01 D1 +1.2% · +5d +0.0%
2026-07-16 Company Bull
UNH Says AI Now Runs All Operations, Selling Playbook All claims, prior auths, and patient interactions run on AI; company is commercializing the overhaul.
D1 +1.2% · +5d +0.0%
