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

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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

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Earnings data Q4 2023

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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.

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

Disney

Even though gurus Daniel Loeb (Trades, Portfolio), leader of Third Point, and David Rolfe (Trades, Portfolio), head of Wedgewood Partners, have different investment strategies, they still have a couple holdings in common.

2 Stocks David Rolfe and Daniel Loeb See Eye to Eye On

Shares of UnitedHealth Group Inc. UNH, +3.02% surged 2.9% in afternoon trading Thursday, enough to pace the Dow Jones Industrial Average's DJIA, -0.29% gainers, as a raised profit outlook by fellow health care services company Humana Inc. HUM, +8.51% provided a boost. UnitedHealth's stock's $15.01 price gain was adding about 99 points to the Dow's price; the Dow fell 99 points, or 0.3%, but outperformed the 0.9% drop in the S&P 500 SPX, -0.87% and the Nasdaq Composite's COMP, -1.20% 1.2% fall.

UnitedHealth stock surge adds 99 points to the Dow's price

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Tuesday's massive stock market meltdown should serve as a reminder to investors that in times of turmoil, it pays to own shares of companies that also pay you.

As markets wobble, buy the stocks that pay you back

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Schlumberger

Ronald Muhlenkamp is the founder and president of Muhlenkamp & Company, which was established in 1997 to manage private accounts for individuals and institutions.

These Are Ronald Muhlenkamp's Top 10 Holdings

Centene

Elevance Health Inc

Managed health care stocks fall within the Medical-Managed Care group, which ranks a high No. 15 out of the 197 industries IBD tracks.

Managed Medical Care Stocks Group Moving Up The Ranks

Eli Lilly

Nasdaq

See how to gauge demand and strength in Apple, Nasdaq and other stocks on the latest list of new buys by the best mutual funds. The post Top Funds Bet Over $1 Billion On Five Stocks, Including Apple appeared first on Investor's Business Daily.

Top Funds Bet Over $1 Billion On Five Stocks, Including Apple

NASHVILLE, Tenn.--(BUSINESS WIRE)--Envision filed suit against UnitedHealthcare Services, Inc. and UnitedHealthcare Insurance Company (“United”) in U.S. federal court in Tennessee.

Envision Healthcare Demands UnitedHealthcare Pay for Patient Care

UnitedHealth Group (UNH) teams up with Walmart to follow a collaborative approach in extending advanced healthcare services to Medicare members at specific Walmart Health locations.

UnitedHealth Group (UNH) Ties Up to Aid Medicare Members

Humana

It's not easy to choose between these two healthcare heavyweights. Still, one must come out on top.

Humana vs. UnitedHealth: What's the Better Buy?

Walmart

Big-box retailer Walmart (NYSE: WMT ) and healthcare and insurance specialist UnitedHealth (NYSE: UNH ) announced a partnership to provide preventative care for people 65 years and older, leading to a conspicuous rise in WMT stock. Additionally, the deal will facilitate virtual healthcare services for all age groups.

Walmart (WMT) Stock Rises on New Partnership With UnitedHealth

It looks like blue skies ahead for these very different growth stocks.

2 Stocks to Grow and Renew Your Portfolio

Walmart and UnitedHealth Group closed a 10-year deal to use their complementary resources and expertise to offer people affordable health services with improved outcomes and a renewed patient experience. The program will launch next year with 15 Walmart Health locations in Florida and Georgia.

Walmart Closes 10-Year Deal With UnitedHealth for Health Services

Walmart Inc. WMT, -0.50% and UnitedHealth Group UNH, +0.26% on Wednesday announced the start of an initial 10-year collaboration that will see them open 15 Walmart Health locations in Florida and Georgia in 2023, offering affordable healthcare. The partners expect to grow to new geographies over time and to serve hundreds of seniors and Medicare beneficiaries on multiple Medicare Advantage plans, they said in a joint statement.

Walmart and UnitedHealth launch 10-year collaboration with plans for 15 Walmart Health locations targeting seniors and Medicare beneficaries

Walmart and health insurer UnitedHealth Group are planning to team up to provide preventive care for people aged 65 and up and virtual health-care services for all age groups, the companies said on Wednesday.

Walmart, UnitedHealth to offer joint program for preventive healthcare for seniors

BENTONVILLE, Ark., & MINNETONKA, Minn.--(BUSINESS WIRE)--Walmart Inc. and UnitedHealth Group collaborate to deliver access to high-quality, affordable health care.

Walmart and UnitedHealth Group Collaborate to Deliver Access to High-Quality, Affordable Health Care

Walmart and UnitedHealth Group are partnering to provide healthcare services for Medicare Advantage enrollees across the U.S.

Walmart And UnitedHealth Group Launch Medicare Advantage Partnership

Shares of UnitedHealth Group Inc. UNH, +1.68% surged 1.6% in morning trading Tuesday, enough to pace the Dow Jones Industrial Average's DJIA, +0.13% gainers, after the health care services and benefits company missed out on the deal to buy home-health provider Signify Health Inc. SGFY, +0.76% , which is currently valued at $6.81 billion. UnitedHealth stock's price gain of $8.18 was adding about 54 points to the Dow's price, while the Dow was up 35 points, or 0.1%.

UnitedHealth stock rally after missing out on Signify add more than 50 points to the Dow's price

MINNETONKA, Minn.--(BUSINESS WIRE)--UnitedHealthcare and Sesame Workshop, the nonprofit educational organization behind Sesame Street, are celebrating National Grandparents Day on Sept. 11 with a new resource, Happy, Healthy, Hopeful: Stretching Our Food Dollars. The free resource provides important information and resources to help support families who are coping with limited access to affordable and nutritious food, and is available to download at www.grandparentsday.com. The Happy, Healthy,

UnitedHealthcare and Sesame Workshop Celebrate Grandparents Day With New Resources to Help Families Grow in Healthy Ways

Accenture Plc

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Johnson & Johnson

Coca-Cola

Texas Instruments

U.S. Bancorp

Wells Fargo

Famed investor Jeremy Grantham — known for predicting several asset bubbles in the past — says the S&P 500 is in a "superbubble." The post Jeremy Grantham Bets 10 Stocks Will Protect Him From 'Superbubble' appeared first on Investor's Business Daily.

Jeremy Grantham Bets 10 Stocks Will Protect Him From 'Superbubble'

Shares of Signify Health Inc. sgny gained 0.4% in premarket trading Tuesday, after the home-health provider announced over the long weekend an agreement to be acquired by CVS Health Corp. CVX, +1.49% in a deal valued at about $8 billion. Under terms of the deal announced late Monday, CVS will pay $30.50 in cash for each Signify share outstanding, which is 6.0% above Friday's closing price of $28.77.

Signify stock gains after CVS beats out Amazon, UnitedHealth to buy the home-health company

Although Cigna is trading at a comparatively lower valuation of 0.5x trailing revenues, compared to 1.6x for UnitedHealth, this gap in valuation makes sense, given the latter's better profitability and lower financial risk.

This Health Insurance Company Is Likely A Better Pick Over UnitedHealth Stock

Visa

Verizon

When scouting for strong stocks, free cash flow is a metric worth serious attention.

3 Cash-Generating Machines in the S&P 500

Anheuser-Busch InBev

These stocks could fit right into Berkshire's portfolio.

2 Warren Buffett-Type Stocks to Buy for the Long Haul

UNH is where smart money went this year, gaining popularity as a defensive play in light of recent macroeconomic disruptions, underpinned by its predictable revenue stream and market position. However, it seems that this defensive play has been exhausted. UNH trades above historical averages and peers' valuation.

UnitedHealth: This Defensive Trade Has Been Exhausted

Raytheon Technologies

TE Connectivity PLC

The second quarter of 2022 saw the U.S. Federal Reserve continue hiking interest rates as inflation remained sky-high. Unless companies can raise their profits more than 9% year over year to surpass inflation, they are effectively seeing their profits decrease on an inflation-adjusted basis, which is not exactly a recipe for a bull market.

News for UnitedHealth Group Stock (UNH)