Optum Insight
Smallest Optum segment, but the most profitable per dollar of revenue, with Q3 2026 operating margin of 23.4%.
The numbers
What it is
Health technology, data analytics and services for providers, payers and life sciences companies. It is the software and data arm of the Optum group and sells to customers outside UnitedHealth's own plans.
Why it matters to the stock. Optum Insight carries the highest margins in the Optum group and is the part of the business most likely to be judged on AI and data products.
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.
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.
UnitedHealth names Dennis Stankiewicz chief accounting officer; Tom Roos moves to Optum Insight
UnitedHealth named Dennis Stankiewicz its Chief Accounting Officer, effective March 2, 2026, while he keeps his role as corporate controller.