UNH
UnitedHealth Group Inc.
September 11, 2026 · intraday
- Rarity
- 1.07
- Peak move
- −3.14%
- Float cap
- $350.8B
UnitedHealth Group is a health care and well-being company with two businesses, Optum and UnitedHealthcare. Optum offers health services, data analytics, pharmacy care and financial services across the health care marketplace. UnitedHealthcare provides health benefits to employers, individuals and those in Medicare, Medicaid and other government programs.
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What we found
7 events · 0 from SEC or newswire · 0 timed with the move- Key event
executive_remarkAt the Wells Fargo 21st Annual Healthcare Conference, UnitedHealth CFO Wayne DeVeydt said the 2026 outlook is unchanged since Q2 results, Medicare Advantage trends support the upper half of a 2%-4% margin range, Medicaid margins should come in near a 1.1% loss rather than 1.7%, and the company plans at least $5 billion of share repurchases this year, up from $2.5 billion.
- Key event
investor_dayOptum Health CEO Krista Nelson said at the Wells Fargo healthcare investor conference that the TPG agreement on Florida WellMed clinics fits Optum's previously disclosed restructuring plan and that similar strategic investments are being executed in several other healthcare markets.
- Key event
analyst_ratingBarclays maintained a Buy rating on UnitedHealth Group with a $441 price target and Wells Fargo maintained Buy with a $526 target, both dated September 10, 2026.
dividend_changeUnitedHealth Group's next quarterly dividend of $2.32 per share goes ex-dividend on September 14, 2026, with a record date of September 14 and payment on September 22, and Deutsche Boerse confirmed the instrument trades cum-dividend from September 11.
guidance_changeAt a Wells Fargo investor conference, UnitedHealth reaffirmed full-year 2026 adjusted EPS guidance of $19.50 to $20.00 and $24 billion operating cash flow, and CFO Wayne DeVeydt guided Optum Health margins to about 2% in 2026, 4% in 2027 and 6% in 2028.
spinoff_divestitureUnitedHealth Group sold an interest in part of its Optum Health Florida operations, centered on the WellMed senior primary-care clinics, to private equity firm TPG; terms were not disclosed and the clinics remain in the Optum network.
executive_remarkUnitedHealth CFO Wayne DeVeydt said Optum Health margins will be about 2% in 2026, rising to roughly 4% in 2027 and 6% in 2028, and said the TPG Florida clinic deal was about local focus rather than raising capital.