Revenue segments as reported by the company.

Premiums

Products

Services

Investment and other income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Medical costs

Operating costs

Depreciation and amortization

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

UnitedHealth Group

Optum is a Health Services platform. It is a leading information and technology-enabled health services business dedicated to modernizing the system and improving the health of people and communities.

Optum

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Minnetonka, MN.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q4 2024

UnitedHealth Group reports strong Q4 earnings and growth opportunities

UnitedHealth Group's Q4 2022 Earnings Call highlighted strong financial performance, growth initiatives, and confidence in sustainable earnings growth. The company is focused on enhancing consumer experiences, expanding value-based care, and driving growth through strategic investments and M&A priorities. Challenges include managing cost impacts from flu and respiratory issues, while opportunities lie in continued growth in key segments and strategic M&A.

UnitedHealth Group reports robust Q1 earnings, eyes growth opportunities

UnitedHealth Group's strong performance in Q1 2023 reflects growth across its segments, driven by a focus on value-based care and consumer-centric initiatives. While challenges exist with potential Medicare Advantage model changes, the company remains optimistic about sustained growth and opportunities for expansion.

UnitedHealth Group posts robust Q2 earnings, eyes tech-driven growth

UnitedHealth Group delivered strong financial performance in Q2 2023, with a focus on expanding patient care, driving cost efficiencies, and responding to changing healthcare dynamics. Challenges include margin pressures and managing investment gains unpredictability. Opportunities lie in leveraging technology for cost reduction and enhancing care capabilities post acquisitions.

UnitedHealth Group reports robust Q3 growth, eyes expansion in value-based care

UnitedHealth Group's Q3 performance showcased robust revenue growth and strengthened earnings outlook. The company's focus on value-based care, strong performance in pharmacy services, and investments in home care present opportunities for future growth. However, challenges related to wage inflation and margin impact at Optum Health require attention.

UnitedHealth Group posts strong 2023 results, eyes growth opportunities

UnitedHealth Group's 2023 performance showcased robust financial results, strategic investments in digital engagement, and a focus on improving healthcare quality and accessibility. While facing challenges in cost trends and industry dynamics, the company remains optimistic about its competitive positioning and growth prospects in 2024.

UnitedHealth Group resilient post-cyberattack, eyes growth opportunities

UnitedHealth Group navigated cyberattack impacts while maintaining outlook.
Strong response to challenges, focusing on growth and customer support.
Balanced approach to capital deployment and confidence in future opportunities.
Optimism in controlling costs and driving growth through innovation.

UnitedHealth Group reports resilient growth amidst cyberattack challenges

UnitedHealth Group's Q2 2024 performance reflects resilience and growth potential despite challenges from a cyberattack and other disruptions.
The company's strengths in customer recognition, Medicare Advantage programs, and technology innovation position it well for future success and market expansion.
While facing challenges like cyberattack impacts and medical care ratio issues, UnitedHealth Group remains focused on opportunities for growth and returning to baseline performance in 2025.

UnitedHealth Group affirms growth outlook amidst challenges, eyes 2025 strategy

UnitedHealth Group's Q3 2024 performance reflects strong revenue growth and a commitment to value-based care and innovation. Despite challenges like cyberattacks and care patterns impacting earnings outlook, the company remains focused on long-term growth objectives. UNH's strategic investments, focus on consumer experience, and capital deployment priorities signal a proactive approach to driving future growth.

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Cost of revenue

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Operating expenses

SG&A

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Operating income

EBITDA

Net income

Earnings per share

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Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

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Cash from investing

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

CVS Health

Health insurance stocks fell recently in response to an offhand comment from a UnitedHealth Group executive. The recent dip is an excellent opportunity to add shares of CVS Health and UnitedHealth Group to a dividend growth portfolio.

2 Beaten-Down Dividend Growth Stocks to Buy on the Dip

UnitedHealth Group's stock experienced a 6.5% drop following CFO John Rex's outlook for higher medical costs, as care activity returns to normal post-pandemic. The Medical Care Ratio is expected to rise as patient utilization increases, but the overall impact on UnitedHealth Group's future profits may not be significant. Despite the recent selloff, I maintain a Strong Buy rating for UnitedHealth Group, expecting the stock to recover to its average valuation soon.

UnitedHealth Group: Examining The Implications Of Higher Medical Costs

UnitedHealth is a fast-growing, recession-resistant, 100% quality Ultra SWAN with a 1.5% yield and 13% to 16% long-term dividend growth potential. The company is an industry leader in safety, quality, and scale, with a strong long-term return potential of 14% to 15% compared to the S&P 500's 10.2%. UnitedHealth is currently undervalued at 18.7x earnings, offering investors a potentially good buy with a 9% discount to historical fair value.

UnitedHealth Is The Perfect Buffett-Style Ultra SWAN For This Recession

Shares of UnitedHealth Group Inc. ( UNH , Financial) have greatly underperformed the market so far in 2023, with the stock falling more than 11% year to date.

UnitedHealth: A High-Quality Name Offering Excellent Value

International Flavors & Fragrances

While the market continues to contend with a potential recession as the first half of the year prepares to come to a close in a few weeks, a couple stocks in Daniel Loeb (Trades, Portfolio)'s equity portfolio have retreated near their 52-week lows.

2 Stocks in Daniel Loeb's Portfolio Approach 52-Week Lows

UnitedHealth Group is the largest US healthcare company and has surprisingly solid growth prospects. Recent price worries due to rising Medicare costs create a rare opening for dividend hounds in the usually expensive UNH stock. Given rising risks and the increasing probability of recession, I think adding some good Health Care exposure is a good idea in 2H23.

UnitedHealth Group: Cost Worries Are Opening For Dividend Hounds

Boston Scientific

Centene

Elevance Health Inc

HCA Healthcare

Humana

Intuitive Surgical

Surgery Partners

Smith & Nephew

Tenet Healthcare

Zimmer Biomet Hlds

After a pandemic pause, hip and knee replacements are back. Long-postponed surgeries are being rescheduled, which is bad for business at insurance companies like UnitedHealth Group Inc. NYSE: UNH, but potentially good business for surgery centers like Surgery Partners Inc. NASDAQ: SGRY and companies like Zimmer Biomet Holdings Inc. NYSE: ZBH that manufacture joint-replacement technologies.

Surgical Centers, Med-Tech Stocks Up On Pent-Up Surgical Demand

UnitedHealth stock (NYSE: UNH) currently trades at $460 per share, roughly 25% above its level in March 2021, and it still has the potential for sizable.

Will UnitedHealth Stock Rebound To Its 2022 Highs?

UnitedHealth's (UNH) Optum Health unit is likely to witness higher utilization, especially in ambulatory surgery operations.

UnitedHealth (UNH) Falls 6.4% on Cost Woes of Resumed Surgeries

UnitedHealth Group Inc. ( UNH , Financial) is one of the largest health insurance providers in the United States, offering a range of health insurance products and services to individuals, employers and government programs. It provides coverage for medical, dental, vision and pharmacy services, among others.

UnitedHealth Group: Why the Selloff Is Overblown

JACKSON, Miss.--(BUSINESS WIRE)--UnitedHealthcare Community Plan of Mississippi has been awarded Health Equity Accreditation status by the National Committee for Quality Assurance (NCQA). This accreditation is granted to organizations that lead the market in providing culturally and linguistically sensitive services, and work to reduce health care disparities. NCQA is an independent, not-for-profit organization dedicated to assessing and reporting on the quality of managed care plans, managed b.

UnitedHealthcare Community Plan of Mississippi Recognized With NCQA Health Equity Accreditation

Adobe

Advanced Micro Devices

Broadcom

Intel

Jabil

Kroger

NVIDIA

Premarket action on Thursday had the three major U.S. indexes trading lower. The Dow Jones industrials were down 0.25%, the S&P 500 down 0.40% and the Nasdaq 0.68% lower.

Morning Blast: Mega-caps and Semiconductors: Investors' New Safe Space?

Bristol-Myers

NextEra Energy

NIKE

Simon Property Group

One of the oldest and best ways to get leverage for stock trading is to utilize the options markets.

Goldman Sachs Says Traders Should Use Options to Load Up on These 5 ‘Strong Buy' Blue Chips

A growing number of seniors are seeking out surgeries, particularly related to knees and hips, that may have been pushed off during the COVID pandemic.

UnitedHealth says seniors are catching up on delayed surgeries

UNH stock slumped after management said more seniors are getting hip and surgery procedures. That sent Surgery Partners stock racing past a buy point.

UnitedHealth's Bad News Hits Insurers, But Sparks Surgery Partners Breakout

UnitedHealth shares tumbled after warning that more seniors are choosing to have elective surgeries, driving up costs.

UnitedHealth Warns About Rising Costs for Seniors' Surgeries, and Shares Sink

Shares of UnitedHealth, Humana, Elevance Health and CVS Health all declined, while medical device manufacturers and hospital operators edged higher.

Health insurance stocks slide after UnitedHealth warns more surgeries will drive up medical costs

UnitedHealth Group and other insurers could be hit by rising numbers of elective surgeries that were put off during the pandemic. UnitedHealth has increased revenue for 10 consecutive quarters.

Why Shares of UnitedHealth Group Are Dropping Wednesday

Cigna

Goldman Sachs

Insurance stocks are plunging nearly across the board today. This appears to be true whether we're talking about sector leaders like Humana (NYSE: HUM ), UnitedHealth (NYSE: UNH ), Elevance Health (NYSE: ELV ) and Cigna (NYSE: CI ) or other smaller names in the space.

Why Are Insurance Stocks HUM, UNH, ELV, CI Down Today?

UnitedHealth's stock fell 7% Wednesday after saying an uptick in surgeries could squeeze revenues.

Health Insurance Stocks Tumble Over Spike In Surgeries Delayed By Pandemic

Shares of healthcare companies including Humana (NYSE:HUM), CVS Health Corp (NYSE:CVS), and Molina Healthcare, Inc. (NYSE:MOH) fell sharply on Wednesday after UnitedHealth Group Inc (NYSE:UNH) said it expected the resumption of non-urgent surgeries to result in a rise in medical costs. Reuters reported on Tuesday that the health insurer warned of a spike in medical costs in the second quarter as more older adults undergo procedures they had delayed during the pandemic.

Health insurers badly injured after UnitedHealth Group warns of rising costs

Humana Inc.'s stock HUM tumbled 14% Wednesday, swept up in the downdraft created by UnitedHealth Group Inc.'s UNH disclosure that its senior clients are catching up on hip and knee surgeries that were delayed by the COVID pandemic, boosting costs for insurers. The stock led S&P 500 decliners, as Oppenheimer said if the trend is widespread, Humana may be most exposed as it it has a larger Medicare Advantage presence.

Humana leads S&P 500 decliners after UnitedHealth says seniors are catching up on pandemic-delayed surgeries

UnitedHealth Group Inc (NYSE:UNH) is dragging health insurer's lower today, after the company warned of greater medical costs in the second quarter and noted a higher-than-expected number of surgeries among adults aged 65 and older over the last couple months.

UnitedHealth Stock Hits 52-Week Lows on Company Warnings

UnitedHealth (NYSE: UNH ) stock is falling alongside other health insurance companies on Wednesday as concerns about costs increase. The big worry that health insurance companies have is an increase in customers making use of their services.

Why Is UnitedHealth (UNH) Stock Down 7% Today?

Shares of UnitedHealth Group Inc. UNH took an 8.8% dive toward an 18-month low, as the health insurer said it was facing higher costs from pent-up demand for surgeries. That put the stock on track for the biggest one-day decline since it tumbled 11.1% on March 18, 2020.

News for UnitedHealth Group Stock (UNH)