Last results 28 Jul 2026
UnitedHealth Group Incorporated
I · AI Analysis
The brief
UnitedHealth operates the largest U.S. health insurance business (UnitedHealthcare) serving employers, individuals, Medicare, and Medicaid recipients, while also running three integrated healthcare service businesses: Optum Rx manages prescription drug benefits and pharmacy networks, Optum Insight sells software and consulting to hospitals and health systems, and Optum Health delivers direct patient care and care management services [Yahoo Finance].
UnitedHealth Group is America's largest health insurance and healthcare services company, operating through four major divisions: insurance plans (UnitedHealthcare), pharmacy benefits (Optum Rx), data/consulting (Optum Insight), and care delivery (Optum Health) [Yahoo Finance]. The company generates $447.6B in annual revenue with 390,000 employees [Yahoo Finance]. Berkshire Hathaway completely exited its $1.4B-$1.6B stake in Q1 2026 after holding for less than nine months, triggering a stock decline and raising investor questions about UnitedHealth's near-term prospects [Yahoo Finance, Nasdaq, GuruFocus].
UnitedHealth is financially healthy with strong revenue growth, though profit margins are compressed and debt levels require monitoring [Yahoo Finance].
Sentinellis health
7.4/10
Moderate concerns
Market capitalisation
$353.5B
Revenue (TTM)
$447.6B
Explainers
How we read these numbers
Plain-English guides · no account needed
ROIC vs WACC Explained: How to Tell If a Company Actually Creates Value
What ROIC and WACC are, how to compute both, and why the spread between them is the single most important number in fundamental investing.
ReadPiotroski F-Score Explained: A 9-Point Financial Health Check (with a Live Apple Example)
What the Piotroski F-Score is, how to calculate all 9 criteria, and how to read the result. Plain English, with a real Apple walkthrough.
ReadAltman Z-Score Explained: Predicting Bankruptcy in 5 Minutes (with Real Examples)
What the Altman Z-Score is, the exact formula, how to read the result, and which version to use for manufacturers vs tech vs private companies.
ReadII · Recent news
What moved
6 stories · ranked by relevance
- Macro2026-05-20
Warren Buffett's Successor Greg Abel Dumped 16 Stocks in Q1: Here Are the 2 Biggest Surprises
Nasdaq
- Macro2026-05-19
UnitedHealth Under the Microscope After Berkshire Pulls the Plug
Yahoo Finance
- Macro2026-05-18
UnitedHealth (UNH) Shares Decline Following Berkshire Hathaway Exit, Reuters Reports
Yahoo Finance
- Macro2026-05-18
UnitedHealth Stock Falls After Berkshire Hathaway Shakes Up Portfolio
Yahoo Finance
- Macro2026-05-18
Judge Excludes Some Evidence from Luigi Mangione's Backpack in Murder Trial
Yahoo Finance
- Macro2026-05-18
Warren Buffet’s Berkshire sells rebounding healthcare stock
Yahoo Finance
Premium · Free with any account
Berkshire Hathaway's rapid exit after just nine months signals a fundamental reassessment of UnitedHealth's investment thesis by one of the market's most influential investors, creating uncertainty about near-term business prospects [Yahoo Finance, Nasdaq, GuruFocus]
Risks
5
Opportunities
5
Red flags
3
Leadership
10
12 more findings in the full report — free with any account.
Unlock the full UnitedHealth Group Incorporated analysis
Create a free account to access the complete AI-generated report with inline citations.
- 5 risks, 5 opportunities and 3 red flags — each with its source
- 100+ financial metrics with charts and benchmarks
- Full news summaries with source links
- Executive team and compensation details
- PDF export for offline use
III · Related
You might also read
Same sector · Healthcare — or comparable health
Want this for your watchlist?