UnitedHealth Group Inc

Company facts

Industry

Hospital & Medical Service Plans

Headquarters

Eden Prairie, Minnesota

Most recent report

8-K, filed Nov 9, 2026

Incorporated

Delaware

Filings on record

1,002+ filings

On EDGAR

CIK 731766

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Sep 2026 10-Q

SECSift found 3 of 11 sections worth reading, with 1 positive, 4 notable, and 3 negative flags.

• Financial Statements (Item 1)

  Financial statements with notes: IRS dispute, portfolio gains, buyback, and segment results.
  Notable

  • Net portfolio divestitures added $224M gain in Q3 2026 and $415M year-to-date, boosting earnings.
  • Board raised quarterly dividend to $9.28 annual rate from $8.84, and authorized repurchase of up to 50 million shares.
  Negative

  • IRS seeks to significantly increase taxable income for 2017-2020 on intercompany transfer pricing; company disagrees.

• Management's Discussion (Item 2)

  MD&A with segment results, membership declines, and liquidity details.
  Positive

  • Earnings from operations rose 52% to $6.6B in Q3 2026, from $4.3B a year ago.
  Notable

  • Company repurchased 13.8M shares at avg $359.55 in nine months ended September 30, 2026.
  Negative

  • Medicare Advantage rate notices remain below industry forward medical cost trend, creating sustained pressure.
  • UnitedHealthcare served 1.8M fewer people, with Medicare Advantage down 10% and Medicaid down 10% as of Q3 2026.

• Unregistered Sales and Repurchases (Item 2)

  New buyback authorization of 50M shares added in November 2026, plus monthly repurchase data.
  Notable

  • New authorization for up to 50 million shares added in November 2026, no expiration date.

What changed: Sep 2026 vs. Jun 2026

About 3% of UNH's Sep 2026 10-Q is new information. 6 paragraphs were added, 73 changed, and 13 removed. Below are the most important lines SECSift identified.

• Item 2 31
• Item 1 22
• Item 6 3
• Item 4 2
• Item 3 1
• Item 5 1