Optum Health
Revenue fell 10% year over year in Q3 2026 as the company trims its provider network; operating margin recovered to 3.2%.
The numbers
What it is
Value-based care and owned or affiliated medical practices that take on patient-level risk from payers. Optum Health reported 92 million consumers served at Sep 30, 2026.
Why it matters to the stock. Optum Health is the largest source of the Optum segment's clinical risk and the business most exposed to Medicare Advantage utilization trends.
News
UnitedHealth Q3 2026 adjusted EPS $4.69 vs $2.92 a year ago; 2026 adjusted EPS floor raised to $20.50
UnitedHealth reported third-quarter 2026 revenue of $112.7 billion, slightly below $113.2 billion a year earlier, and adjusted EPS of $4.69 against $2.92.
Optum sells minority stake in Florida WellMed clinics to TPG
UnitedHealth's Optum sold a minority interest in part of its Florida WellMed clinic operations to the private equity firm TPG, according to a Bloomberg interview with CFO Wayne DeVeydt published September 9, 2026.
UnitedHealth Q2 2026 adjusted EPS $6.38 vs $4.08; full-year adjusted EPS guidance raised to $19.50-$20.00
UnitedHealth reported second-quarter 2026 revenue of $112.0 billion and adjusted EPS of $6.38, up from $4.08 a year earlier.
UnitedHealth enters arrangement to repurchase at least $2 billion of stock
UnitedHealth entered into an arrangement to buy back at least $2 billion of its common stock, expected to be completed by the end of the second quarter of 2026.
UnitedHealthcare starts accelerated Medicare Advantage payments to rural hospitals
UnitedHealthcare launched a six-month pilot that speeds Medicare Advantage claim payments to independent rural hospitals in Oklahoma, Idaho, Minnesota and Missouri.