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

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q3 2024

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

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

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

UnitedHealth Group's recent drawdown presents a lucrative investment opportunity to value-seeking investors. The stock's year-to-date slump is likely due to the financial markets' recent risk-on appetite and the anticipation that insurance premiums could suffer from softer pricing in 2023.

UnitedHealth: Take Advantage Of Its Stock's Recent Drawdown

Apple

Amazon

Alphabet

Eli Lilly

Microsoft

NVIDIA

Exxon Mobil

Phil Gross and Robert Atchinson founded Adage Capital Partners in 2001. Gross was initially a healthcare and retail analyst at the Harvard Management Company (HMC), and later became a partner at HMC.

Top 10 Holdings of Phil Gross and Robert Atchinson

S&P Global

NEW YORK , Feb. 16, 2023 /PRNewswire/ -- S&P SmallCap 600 constituent UFP Industries Inc. (NASD: UFPI) will replace LHC Group Inc. (NASD: LHCG) in the S&P MidCap 400, and Otter Tail Corp. (NASD: OTTR) will replace UFP Industries in the S&P SmallCap 600 effective prior to the opening of trading on Thursday, February 23. S&P 500 constituent UnitedHealth Group Inc. (NYSE: UNH) is acquiring LHC Group in a deal expected to be completed soon pending final conditions.

UFP Industries Set to Join S&P MidCap 400; Otter Tail to Join S&P SmallCap 600

British American Tobacco

Chevron

Diageo

Barrick Gold

Finding the right blue-chip stocks to buy is likely to be a challenging year again, given a myriad of headwinds. However, stock selection is the key, and multiple growth and blue-chip stocks are expected to outperform.

7 Blue-Chip Stocks to Buy for Safe and Steady Gains

UnitedHealth shares are down by approximately 6.5% on a year-to-date basis. They're trading below their October 2022 lows.

UnitedHealth Group: This Blue Chip Is Fairly Valued Again

Hershey

Lockheed Martin

NextEra Energy

PepsiCo

Procter & Gamble

Philip Morris

With the economy and the stock market not fully out of the woods, my suggestion is to focus on the safest stocks at the moment. With the most recent statements from Federal Reserve Chairman Jerome Powell suggesting that interest rates will keep rising, and that a “Fed pivot” isn't just around the corner, the overall market's strong performance over the past month could give way to another broad market sell-off.

The 7 Safest Stocks You Can Buy in February 2023

MINNETONKA, Minn.--(BUSINESS WIRE)--UnitedHealthcare has introduced UnitedHealthcare Rewards, a new rewards program in which eligible members, including spouses, can use wearable devices to earn up to $1,000 each per year by completing various daily health goals and one-time activities.

UnitedHealthcare Introduces New Rewards Program With a Modern Approach to Well-Being

Amplify AI Powered Equity ETF

Celsius Holdings

Roku

ChatGPT is the artificial intelligence language bot that's been getting all kinds of press in 2023. However, when it comes to picking stocks, it can't hold a candle to the AI-powered equity ETF run by ETF Managers Group.

3 Top Buys From a Market-Beating ETF Powered by an AI Stock-Picker

Johnson & Johnson

They aren't quite the Dogs of the Dow, but these blue chips are limping into February.

Is It Time to Buy the Dow Jones' 3 Worst-Performing January Stocks?

BioNTech SE

United Microelectronics

Undervalued growth stocks are often overlooked by investors, they can offer significant potential for capital appreciation. One way to identify undervalued growth stocks is to look for companies with high revenue and earnings growth, but low price-to-earnings (P/E) ratios.

The 3 Most Undervalued Growth Stocks for Your February Buy List

Amgen

Boeing

Salesforce

Cisco Systems

Disney

Dow Inc

Intel

JPMorgan Chase & Co

Coca-Cola

Verizon

Walgreens

"The Dow® [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors. Sector representation.is also a consideration.” – Dow Jones & Co. The highest-yield 10 are February's Dogs of the Dow: KO, CSCO, AMGN, CVX, DOW, IBM, INTC, MMM, WBA, and VZ, averaging a 4.41% annual yield.

Buy 3 February Dogs Of The Dow, Watch 2 More

AbbVie

Pfizer

Tesla

The stock market finished January on a positive note. This is a good sign for investors, who incurred huge losses last year.

5 Best and Worst Performing Mega-Cap Stocks in January 2023

The blue-chip index is up just 2.7% year to date, behind the S&P 500's 8.9% gain

What's Ailing the Dow This Year? UnitedHealth, Chevron, J&J, Amgen.

Cognizant Technology Solutions

Diamondback Energy

Golar LNG

Goodyear Tire & Rubber

MercadoLibre

Regeneron Pharmaceuticals

As Feb. gets underway, I'm finding under-appreciated, undervalued stocks to buy. When seeking value in the stock market the hope is that other investors will see what you see: The underappreciated value inherent in strong businesses that don't necessarily garner a lot of attention.

The 7 Most Undervalued Stocks to Buy in February 2023

The Dow Jones Industrial Average's DJIA, -0.48% selloff, in the face of a big rally in the broader stock market, is mostly the fault of one company's stock. UnitedHealth Group Inc. shares UNH, -5.51% tumbled 5.7% in afternoon trading, in the wake of lower-than-expected Medicare Advantage rates proposed in 2024.

UnitedHealth stock can be blamed for most of the Dow's decline, while the rest of the stock market rallies

Cigna

Centene

Elevance Health Inc

Humana

Molina Healthcare

A proposal for lower-than-expected Medicare Advantage rates in 2024 has sent shares of publicly traded health insurers falling.

Health-insurance stocks drop after Medicare Advantage proposes lower rates for 2024

Broadcom

Can these companies continue boosting their dividends at such aggressive rates?

2 Dividend Growth Beasts That Have Tripled Their Payouts Within 7 Years

The giant health insurers each did well last year.

Better Buy: UnitedHealth Group or Elevance Health?

Harmony Biosciences Holdings

McKesson

Merck

Novo Nordisk

Vir Biotechnology

Healthcare stocks performed well in 2022, driven by a number of factors. One of the main drivers was the ongoing COVID-19 pandemic, which continued to boost demand for healthcare products and services.

7 Healthcare Stocks That Will Be Big Winners in 2023

News for UnitedHealth Group Stock (UNH)