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UNHUnitedHealth

$375.98-0.09%Delayed market dataHealth insuranceHealthcare services & payers · 7 peers →

What's moving this stock lately

1 direct · 1 2nd-order · 0 thematic

Ranked by relevance and recency.

#1Impact0.45%bearishDirectUNH 10-Q — Quarterly report59d ago
The 0.4% revenue growth signals stalled core momentum, but as a routine 10-Q most figures were already disclosed, limiting incremental impact.
Impact chain →
Also named: HUM · CVS · ELV
#2Impact0.17%bearish2nd-order3 Things That Matter Most for Eli Lilly Now40d ago
Rising GLP-1 drug coverage costs continue to pressure long-term pharmacy spend for health insurers.
Impact chain →
Also named: LLY · NVO

🎯 Market expectations

Estimate coverage High · 73/100

Nasdaq analyst consensus · the pre-news baseline

Next quarter (Sep 2026) consensus$4.12Estimate range $4.01 ~ $4.56 · 8 analysts

History: actual vs consensusavg +12.1%

Jun 2026$6.38 vs $4.94+29.15%
Mar 2026$7.23 vs $6.46+11.92%
Dec 2025$2.11 vs $2.09+0.96%
Sep 2025$2.92 vs $2.75+6.18%

The takeaway

Recent results have exceeded consensus by an average of +12.1%, which may have raised expectations for the next report.

Analyst estimates, not our forecast · not investment advice

🏛️ Company factsSEC filings + FINRA official data

Annual revenue $447.6B · latest quarter up 0.4% YoY · profitable (FY net income $12.1B) · short activity above its recent average — bears adding.

FY revenue

$447.6B

2025-12

Latest Q YoY

+0.4%

FY net income

$12.1B

Diluted EPS

$13.28

Short volume

47.4%

20d avg 40.3% · shorts building

🐋 5%+ ownership filings (last 180d)

The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.

2026-08-07passive (13G)STATE STREET CORP
2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC

🕰️ Price × news · analysis history

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The 29 past analyses on this chart are Pro — price and volume only for now▂ volume

📜 Call history (newest first

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Crowding

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