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UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript

Seeking Alpha

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⚡ Quantum Brief

UnitedHealth Group executives presented at the Barclays Global Healthcare Conference in March 2026, confirming their 2026 growth outlook remains on track. CFO Wayne DeVeydt reaffirmed guidance of over 8.5% annual growth. Early 2026 performance across all business lines aligns with expectations, though executives cautioned that two months of data do not establish a definitive trend. The company expressed confidence in its strategic positioning. Optum CEO Patrick Conway and Medicare head Bobby Hunter joined the discussion, signaling leadership alignment on growth strategies. No major operational shifts were announced. The company emphasized conservative yet prudent financial guidance, citing strong pricing and product design as key drivers for meeting or exceeding projections. No quantum computing or advanced technology initiatives were mentioned, focusing solely on traditional healthcare business metrics and near-term financial performance.

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SA Transcripts158.94K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call UnitedHealth Group Incorporated (UNH) Barclays 28th Annual Global Healthcare Conference March 9, 2026 8:00 PM EDT Company Participants Patrick Conway - Chief Executive OfficerJulia Murphy - Vice President of Investor RelationsWayne DeVeydt - Chief Financial OfficerBobby Hunter - CEO of Government Programs & Head of Medicare Insurance Conference Call Participants Andrew Mok - Barclays Bank PLC, Research Division Presentation Andrew MokBarclays Bank PLC, Research Division Great. Welcome back to the Barclays Global Healthcare Conference. My name is Andrew Mok. I'm the facilities and managed care analyst here at Barclays, and we're pleased to welcome back UnitedHealthcare to the conference. Welcome. Patrick ConwayChief Executive Officer Thank you. Andrew MokBarclays Bank PLC, Research Division With me on stage, I have Wayne DeVeydt, CFO; Patrick Conway, CEO of Optum; Bobby Hunter, CEO of Government Programs; and Julia Murphy, Vice President of Investor Relations. Julia, why don't I kick it to you for opening comments? Julia MurphyVice President of Investor Relations Great. Thank you. [indiscernible]. Question-and-Answer Session Andrew MokBarclays Bank PLC, Research Division Great. To kick things off, Wayne, as you look at the first few months of the year, how is performance tracking relative to expectations across your major business lines? Wayne DeVeydtChief Financial Officer Yes. So maybe to start off and just kind of anchor everybody in the audience. As a reminder, we guided for greater than 8.5% growth for the year. I think it's fair to say our guidance was both prudent and hopefully conservative. We took a view that we would grow across all of our lines of business this year. We're 2 months in. It's early, as you know, and 2 months isn't a trend necessarily. But I would say that we're encouraged with our strategy. We're encouraged with our pricing and product design. And I would say things are lining up very nicely with the expectations we

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