UNH
UnitedHealth Group Incorporated
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for UnitedHealth Group Incorporated.
Coverage
UnitedHealth's First Revenue Decline in Decades. The $439B Guidance Problem.
UnitedHealth guided 2026 revenue to $439B — down from $448B in 2025. It's the company's first annual revenue decline in decades, and the stock is paying for it.
UnitedHealth Strong Buy
Insiders cashing out 22.8M; technical $148.29, consensus $230.63.
UNH Decline Signals Unease
Rising costs or tighter margins in healthcare; drop suggests consumer demand worries.
UnitedHealth Extends Decline
Down -20%, erasing $65B market cap—worst day since April 2025.
UnitedHealth Turnaround Materializing
12% revenue growth; guidance shows improvement vs 2025 margins—floor at 17x forward earnings.
Earnings release dates
| Quarter | End date | Publication date | Release |
|---|---|---|---|
| 2026 Q2 | 2026-06-30 | 2026-07-16 | Details → |
| 2026 Q1 | 2026-03-31 | 2026-04-30 | Details → |
| 2025 Q4 | 2025-12-31 | 2026-01-27 | Details → |
| 2025 Q3 | 2025-09-30 | 2025-10-28 | Details → |
| 2025 Q2 | 2025-06-30 | 2025-07-29 | Details → |
| 2025 Q1 | 2025-03-31 | 2025-04-17 | Details → |
| 2024 Q4 | 2024-12-31 | 2025-01-16 | Details → |
| 2024 Q3 | 2024-09-30 | 2024-10-15 | Details → |
| 2024 Q2 | 2024-06-30 | 2024-07-16 | Details → |
| 2024 Q1 | 2024-03-31 | 2024-04-16 | Details → |
| 2023 Q4 | 2023-12-31 | 2024-01-12 | Details → |
| 2023 Q3 | 2023-09-30 | 2023-10-13 | Details → |
| 2023 Q2 | 2023-06-30 | 2023-07-14 | Details → |
| 2023 Q1 | 2023-03-31 | 2023-04-14 | Details → |
| 2022 Q4 | 2022-12-31 | 2023-01-13 | Details → |
| 2022 Q3 | 2022-09-30 | 2022-10-14 | Details → |
| 2022 Q2 | 2022-06-30 | 2022-07-15 | Details → |
| 2022 Q1 | 2022-03-31 | 2022-04-14 | Details → |
| 2021 Q4 | 2021-12-31 | 2022-01-19 | Details → |
| 2021 Q3 | 2021-09-30 | 2021-10-14 | Details → |
| 2021 Q2 | 2021-06-30 | 2021-07-15 | Details → |
| 2021 Q1 | 2021-03-31 | 2021-04-15 | Details → |
| 2020 Q4 | 2020-12-31 | 2021-01-20 | Details → |
| 2020 Q3 | 2020-09-30 | 2020-10-14 | Details → |
| 2020 Q2 | 2020-06-30 | 2020-07-15 | Details → |
| 2020 Q1 | 2020-03-31 | 2020-04-15 | Details → |
Company History
Founded by Richard T. Burke as Charter Med Incorporated in Minnesota, initially processing claims for doctors at the Hennepin County Medical Society.
UnitedHealthcare Corporation founded to purchase Charter Med and create a network-based health plan for seniors.
Became a publicly traded company.
Changed name to UnitedHealth Group and reorganized as a holding company for subsidiaries including UnitedHealthcare, Ovations, Uniprise, and Ingenix.
William W. McGuire stepped down as chairman over employee stock options scandal; replaced by Stephen Hemsley as CEO.
Optum formed to provide data and analytics, pharmacy care services, population health, healthcare delivery, and operations.
Optum acquired DaVita Medical Group for $4.3 billion and Equian for $3.2 billion; acquired PatientsLikeMe patient community platform.
Acquired Change Healthcare for $8 billion after antitrust challenges; completed by September.
Subsidiary hit by ransomware, causing disruptions; led to DOJ probes on antitrust and overcharging, with CEO Andrew Witty testifying.
Key Players
showing 6 of 14 · see all leadership & board
