UNITEDHEALTH GROUP INC (UNH) SEC Filings

UNITEDHEALTH GROUP INC (UNH) reported that Chief Financial Officer Wayne S. DeVeydt had 1,208.895 shares of common stock disposed of on September 2, 2026 in a transaction classified as a payment of exercise price or tax liability by delivering or withholding securities. The shares were treated as held directly, and his reported direct holdings after this transaction were 18,569.525 shares of UNH common stock. No Rule 10b5-1 trading plan is reported for this transaction.

UNITEDHEALTH GROUP INC (UNH) reported that Patrick Hugh Conway, Chief Executive Officer, Optum, sold 1,169 shares of Common Stock on 2026-08-21 in a sale described as an open market or private transaction at $390.00 per share. Following this transaction, he directly holds 15,327.797 shares of UNH common stock.

UNITEDHEALTH GROUP INC (UNH) received a Rule 144 notice for a planned sale of its common stock by officer Patrick H. Conway. The filing lists 1,169 shares of UNH common stock held in a Fidelity Brokerage Services LLC account with an aggregate market value of $455,910.00 as of 08/21/2026, and notes 897,594,847 shares of UNH common stock outstanding. It also reports a prior sale of 500 shares for $205,000.00 on 08/05/2026 and identifies additional shares tied to restricted stock vesting from compensation on several 2026 dates.

UnitedHealth Group Inc. executive Dennis Andrew Stankiewicz, Chief Accounting Officer, reported a Form 4 transaction involving Common Stock. On 2026-08-11, 233.402 shares were delivered or withheld at $402.19 per share as payment of exercise price or tax liability. Following this disposition, he directly holds 10,057.567 shares, which include shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan.

UnitedHealth Group reported solid second‑quarter 2026 results with total revenues of $112.0 billion, roughly flat year over year, while profitability improved sharply. Net earnings attributable to common shareholders rose to $5.48 billion from $3.41 billion, and diluted EPS increased to $6.04 from $3.74.

For the first six months of 2026, revenues were $223.8 billion, up 1%, with net earnings attributable to shareholders of $11.76 billion, up 21%. Operating performance improved as the medical care ratio declined to 86.7% from 89.4% and the operating margin expanded to 7.1% from 4.6%. Operating cash flow was very strong at $20.0 billion in the first half.

Membership declined, with UnitedHealthcare medical enrollment down to 48.5 million, including 9% reductions in Medicare Advantage and Medicaid lives, reflecting funding pressures, pricing and benefit actions, and state eligibility changes. Optum Health revenues fell 5% on fewer value‑based care patients, though segment earnings increased on cost management and reserve releases. The company raised its annualized dividend to $9.28 per share, repurchased about 10.5 million shares year‑to‑date, reduced long‑term debt, and completed portfolio divestitures while planning a $3.0 billion health care acquisition.

UnitedHealth Group executive Patrick Hugh Conway, Chief Executive Officer of Optum, reported a sale of 500 shares of Common Stock on 2026-08-05. The shares were sold in a sale in open market or private transaction at $410.00 per share, for an implied value of about $205,000. Following this transaction, he directly holds 16,496.797 shares of UnitedHealth Group common stock. The Rule 10b5-1 trading-plan checkbox was not marked as affirmed for this sale.

State Street Corporation reported a significant ownership position in UnitedHealth Group Inc. common stock. State Street beneficially owned 45,684,412 shares, representing 5% of the outstanding class as of the reporting date. All of these shares are held with shared, not sole, authority: State Street reported shared voting power over 24,261,527 shares and shared dispositive power over 45,633,267 shares, with no sole voting or dispositive power. The holdings are attributed to various investment adviser subsidiaries, including several State Street Global Advisors entities across the U.S., Europe, Asia, Australia, Singapore, and Saudi Arabia. The filing states that no other person’s economic interest over 5% needs to be separately identified.

UnitedHealth Group is notifying of a proposed sale of 500 shares of its common stock, with an aggregate value of $205,000.00, to be sold through Fidelity Brokerage Services LLC on or after 08/05/2026 on the NYSE. The filing also lists earlier equity compensation events where restricted stock vested in amounts of 238, 57, and 205 shares on various dates as compensation from the issuer.

UnitedHealth Group reported second quarter 2026 revenue of $112.0 billion and earnings from operations of $8.0 billion, producing a net margin of 4.9%. Diluted EPS was $6.04 and adjusted EPS $6.38. The medical cost ratio was 86.7%, compared with 89.4% a year earlier, while the operating cost ratio was 12.7%. Cash flows from operations were $11.1 billion (1.9x net income), and the debt‑to‑capital ratio stood at 41.2% as of June 30, 2026. UnitedHealthcare generated $86.0 billion of revenue and $3.9 billion of operating earnings, serving 48.5 million people, while Optum delivered $65.7 billion of revenue and $4.0 billion of operating earnings with margin expansion.

The company raised its full‑year 2026 diluted EPS outlook to $18.45–$18.95 and adjusted EPS to $19.50–$20.00, with operating cash flows projected at about $24 billion and at least $5.0 billion of share repurchases. Management highlighted ongoing reforms including a $1 billion commitment to the United Health Foundation, plans to eliminate and rebate 2026 profits from individual Affordable Care Act coverage to about 1 million members, substantial reductions in prior approval requirements, and a transparent, fee‑based pharmacy care model with a commitment to 100% pass‑through of manufacturer rebates by 2028.