UnitedHealth: Why AI Is The Secret Weapon For The Turnaround [Seeking Alpha]
UnitedHealth Group Incorporated (DE) (UNH)
Last unitedhealth group incorporated (de) earnings: 4/15 05:55 am
Check Earnings Report
US:NYSE Investor Relations:
unitedhealthgroup.com/investors.aspx
Company Research
Source: Seeking Alpha
UNH guides for 2026 EPS above $17.75 and revenue near $439B, with a planned contraction in membership to improve margins and profitability mix. AI-driven cost savings of $1B are targeted, with automation and Optum Real expected to reduce SG&A and improve operational efficiency, though execution risks remain. Despite regulatory and MCR headwinds, UNH trades at 15.9x 2026E P/E versus a 20x historical average, offering a potential 25% upside if re-rating occurs. JHVEPhoto/iStock Editorial via Getty Images Since my first buy rating in UnitedHealth Group ( UNH ) the stock fell 6%. And if we look only at my last article which was after Q3, UNH stock fell another 20%. It wasn't This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha).
Show less
Read more
Impact Snapshot
Event Time:
UNH
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
UNH alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
UNH alerts
High impacting UnitedHealth Group Incorporated (DE) news events
Weekly update
A roundup of the hottest topics
UNH
News
- UnitedHealth Group (UNH) Announces National Expansion of Doula Offering [Yahoo! Finance]Yahoo! Finance
- UnitedHealth Group (UNH) Sees a More Significant Dip Than Broader Market: Some Facts to Know [Yahoo! Finance]Yahoo! Finance
- CVS blankets Tennessee airwaves, enlists mass texts to fight Pharmacy Benefit Manager bill [Yahoo! Finance]Yahoo! Finance
- Why are your drug prices high? Reforms slow to make it to New Jersey [USA TODAY]USA TODAY
- UnitedHealth Expands Doula Support As 2026 Margin Recovery Plan Takes Shape [Yahoo! Finance]Yahoo! Finance
UNH
Earnings
- 1/27/26 - Beat
UNH
Sec Filings
- 3/19/26 - Form 4
- 3/19/26 - Form 4
- 3/19/26 - Form 4
- UNH's page on the SEC website