NEW YORK, Jan 2, 2026, 18:00 ET — After-hours
- UnitedHealth shares closed up about 2% and edged higher after hours
- Managed-care peers also ended higher on Wall Street’s first session of 2026
- Focus turns to Jan. 27 results and 2026 guidance, plus updates on operational reviews
UnitedHealth Group Incorporated shares rose 1.9% to $336.40 at Friday’s close and were up about 0.2% in after-hours trading near $337.10. The stock ranged from $327.50 to $340.26 in the session as 2026 got underway. StockAnalysis
The next catalyst is close. UnitedHealth will report full-year 2025 results and provide 2026 guidance on Jan. 27 before the market opens, followed by an 8 a.m. ET conference call, the company said. UnitedHealth Group
That guidance lands as investors watch for signs that a tough cost cycle is easing and that the company’s operational fixes are sticking. “The work is already well underway,” CEO Stephen Hemsley wrote in a letter to stakeholders, and he said UnitedHealth plans to share results tied to a review of diagnosis codes identified during its in-home HouseCalls visits in the first quarter. UnitedHealth Group
Health insurers moved with a market that found its footing on the first trading day of the year. The Dow ended up 0.66% and the S&P 500 gained 0.19%, while the Nasdaq slipped 0.03%, Reuters reported. Reuters
Managed-care peers also finished higher, with Humana up about 3.3% and Cigna up about 1.4%.
Medicare Advantage is the privately run version of the federal Medicare program for older Americans. Insurer payments are adjusted by members’ reported health conditions, so diagnosis coding — which feeds “risk” scores — can lift reimbursements but also attract regulatory attention.
Reuters reported in December that outside consultants identified gaps in standardized documentation in the HouseCalls program. It also reported UnitedHealth has said it is cooperating with criminal and civil Justice Department investigations into its Medicare Advantage billing practices while denying wrongdoing. Reuters
The company’s review program also covers OptumRx, its pharmacy benefit manager — a middleman that negotiates manufacturer discounts and manages prescription benefits for employers and health plans. Investors typically track the unit because pricing and audit controls can influence how much value flows through to clients.
On the chart, traders will watch whether the stock can hold above the prior close near $330 and challenge the $340 area, which marked Friday’s intraday high. A slip back toward the low-$330s would give back much of the first-day bounce.
Macro catalysts could arrive first. U.S. jobs data is due Jan. 9 and the consumer price index is scheduled for Jan. 13, Reuters wrote, as investors gauge the outlook for interest rates and risk appetite heading into earnings season. Reuters
For UnitedHealth’s Jan. 27 update, the key watchpoints are 2026 guidance on medical costs — the amount insurers pay for members’ care — and any commentary on Medicare Advantage pricing and membership. Updates on the HouseCalls review and the timeline for completing the action plans could also move sentiment.
UnitedHealth shares were little changed after hours, keeping the stock near $337 into the weekend. Investors will be scanning for fresh disclosures in filings and listening for specifics on the January call.
