Stock Scorecard



Stock Summary for Unitedhealth Group Inc (UNH) - $286.66 as of 2/27/2026 2:14:14 PM EST

Total Score

10 out of 30

Safety Score

48 out of 100

Currently on the following lists
None
Tim's Recommendation
Avoid

Growth List Algorithm Criteria for UNH

Positive Quarterly and Annual earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the Annual earnings growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for UNH

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for UNH

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for UNH

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for UNH (48 out of 100)

Stock Price Rating (Max of 10) 10
Historical Stock Price Rating (Max of 10) 10
Stock Price Trend (Max of 10) 2
Book Value (Max of 10) 10
Book Value to Price (Max of 10) 0
Analyst Buy Ratings (Max of 5) 5
Analyst Strong Buy Ratings (Max of 5) 5
Dividend Yield Percentage (Max of 10) 6
Operating Margin (Max of 10) 0
Trading Volume (Max of 10) 10
Price to Earnings (Max of 10) 0
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) -10

Latest News for for UNH

Humana Inc. (HUM): A Bull Case Theory 2/28/2026 6:50:00 PM
Humana Inc. (HUM): A Bull Case Theory 2/28/2026 6:41:00 PM
Wealthedge Investment Advisors LLC Acquires New Stake in UnitedHealth Group Incorporated $UNH 2/28/2026 2:16:00 PM
UnitedHealth Group Incorporated $UNH Stock Holdings Lowered by Tounjian Advisory Partners LLC 2/28/2026 2:13:00 PM
Keystone Investors PTE Ltd. Acquires Shares of 12,450 UnitedHealth Group Incorporated $UNH 2/28/2026 12:53:00 PM
Harvest Portfolios Group Inc. Has $86.77 Million Holdings in UnitedHealth Group Incorporated $UNH 2/28/2026 12:51:00 PM
Huntington National Bank Sells 19,229 Shares of UnitedHealth Group Incorporated $UNH 2/28/2026 12:51:00 PM
Ibex Wealth Advisors Buys New Stake in UnitedHealth Group Incorporated $UNH 2/28/2026 12:07:00 PM
Integrated Advisors Network LLC Sells 8,498 Shares of HCA Healthcare, Inc. $HCA 2/28/2026 11:33:00 AM
Bristol Gate Capital Partners Inc. Grows Stock Holdings in UnitedHealth Group Incorporated $UNH 2/28/2026 9:59:00 AM

Financial Details for UNH

Company Overview

Ticker UNH
Company Name Unitedhealth Group Inc
Country N/A
Description UnitedHealth Group Incorporated is an American for-profit multinational managed healthcare and insurance company based in Minnetonka, Minnesota. It offers health care products and insurance services. In 2020, it was the second-largest healthcare company (behind CVS Health) by revenue with $257.1 billion, and the largest insurance company by net premiums. UnitedHealthcare revenues comprise 80% of the Group's overall revenue.
Sector Name HEALTHCARE
Industry Name HEALTHCARE PLANS
Most Recent Quarter 12/31/2025
Next Earnings Date 4/16/2026

Stock Price History

Last Day Price 286.66
Price 4 Years Ago 501.75
Last Day Price Updated 2/27/2026 2:14:14 PM EST
Last Day Volume 10,210,027
Average Daily Volume 11,418,202
52-Week High 594.32
52-Week Low 231.57
Last Price to 52 Week Low 23.79%

Valuation Measures

Trailing PE N/A
Industry PE 33.48
Sector PE 46.86
5-Year Average PE 21.10
Free Cash Flow Ratio 9.24
Industry Free Cash Flow Ratio 12.54
Sector Free Cash Flow Ratio 25.71
Current Ratio Most Recent Quarter 0.79
Total Cash Per Share 31.04
Book Value Per Share Most Recent Quarter 109.99
Price to Book Ratio 3.38
Industry Price to Book Ratio 2.18
Sector Price to Book Ratio 52.77
Price to Sales Ratio Twelve Trailing Months 0.57
Industry Price to Sales Ratio Twelve Trailing Months 0.65
Sector Price to Sales Ratio Twelve Trailing Months 22.39
Analyst Buy Ratings 15
Analyst Strong Buy Ratings 6

Share Statistics

Total Shares Outstanding 905,839,000
Market Capitalization 259,667,807,740
Institutional Ownership N/A

Dividends

Ex-Dividend Date 3/9/2026
Previous Dividend Amount 2.2100
Current Dividend Amount 2.2100
Total Years Dividend Increasing Dividend Contender - Increasing for 16 Years
Trailing Annual Dividend Rate 8.73
Trailing Annual Dividend Yield 3.05%
Forward Annual Dividend Rate 8.84
Forward Annual Dividend Yield 3.08%
5-Year Dividend Payments Count 21
3-Year Average Dividend Yield 2.64%
5-Year Average Dividend Yield 1.75%
1-Year Dividend Growth Rate Percentage 1.26%
3-Year Dividend Growth Rate Percentage 0.63%
5-Year Dividend Growth Rate Percentage 8.41%
All-Time Dividend Growth Rate Percentage 22.72%
Dividend Payout Ratio 65.94%

Income Statement

Quarterly Earnings Growth YOY -99.80%
Annual Earnings Growth -16.31%
Reported EPS 12 Trailing Months 13.24
Reported EPS Past Year 16.31
Reported EPS Prior Year 27.67
Net Income Twelve Trailing Months 12,056,000,000
Net Income Past Year 12,056,000,000
Net Income Prior Year 14,405,000,000
Quarterly Revenue Growth YOY 12.30%
5-Year Revenue Growth 11.72%
Operating Margin Twelve Trailing Months 0.34%

Balance Sheet

Total Cash Most Recent Quarter 28,121,000,000
Total Cash Past Year 28,121,000,000
Total Cash Prior Year 25,312,000,000
Net Cash Position Most Recent Quarter -44,199,000,000
Net Cash Position Past Year -44,199,000,000
Long Term Debt Past Year 72,320,000,000
Long Term Debt Prior Year 72,359,000,000
Total Debt Most Recent Quarter 72,320,000,000
Equity to Debt Ratio Past Year 0.58
Equity to Debt Ratio Most Recent Quarter 0.58
Total Stockholder Equity Past Year 100,090,000,000
Total Stockholder Equity Prior Year 92,658,000,000
Total Stockholder Equity Most Recent Quarter 100,090,000,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months 16,075,000,000
Free Cash Flow Per Share Twelve Trailing Months 17.75
Free Cash Flow Past Year 16,075,000,000
Free Cash Flow Prior Year 20,705,000,000

Options

Put/Call Ratio 0.00
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD -8.13
MACD Signal -10.06
20-Day Bollinger Lower Band 275.23
20-Day Bollinger Middle Band 323.57
20-Day Bollinger Upper Band 371.91
Beta 0.42
RSI 45.07
50-Day SMA 341.41
150-Day SMA 448.42
200-Day SMA 456.30

System

Modified 2/26/2026 10:31:13 AM EST