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Update row 478460 in events

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{"created_at":"2026-04-22T03:03:32.063787+00:00","dedupe_key":"signal_enriched:discovery_sec_filing_delta:d9686bf2fed28b7c","evidence_event_ids":["evt_5ae84ce87c38"],"signal_type":"discovery_sec_filing_delta","source":"discovery_sec_filings","value":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/731766/0000731766-26-000121.txt","as_of":"2026-04-22T03:03:32.063787+00:00","canonical_url":"https://www.sec.gov/Archives/edgar/data/731766/0000731766-26-000121.txt","company":"UNITEDHEALTH GROUP INC","enrichment":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/731766/0000731766-26-000121.txt","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_d95fff6bcc4e60f3","canonical_host":"sec.gov","canonical_is_aggregator":false,"canonical_url":"https://www.sec.gov/Archives/edgar/data/731766/0000731766-26-000121.txt","content_type":"text/plain","enriched_at":"2026-04-22T03:15:39.099779+00:00","extraction_method":"trafilatura","fetched_description":"","fetched_title":"unh-20260421","final_url":"https://www.sec.gov/Archives/edgar/data/731766/0000731766-26-000121.txt","html_truncated":true,"paywall_likely":false,"publisher_domain":"sec.gov","publisher_resolution":"canonical_url","requested_url":"https://www.sec.gov/Archives/edgar/data/731766/0000731766-26-000121.txt","source_event_id":"evt_5ae84ce87c38","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"form_type":"8-K","fp":"6f1a6d7f69633268","kind":"sec_filing","published_at":"20260421","publisher_domain":"sec.gov","signal_understanding":{"analysis_basis":"article","claim_confidence":0.78,"dates_mentioned":["2026-04-21","2026-04-22","2026-03-31","2025-03-31","2025-12-31","2026 (back half)","end of second quarter 2026","second half of 2025","fourth quarter 2025"],"entities":[{"asset_class":"equity","name":"UnitedHealth Group Inc","relevance":"high","symbol":"UNH","type":"issuer"},{"asset_class":"private_company","name":"Alegeus Technologies","relevance":"high","symbol":"","type":"acquisition_target"},{"asset_class":"nonprofit","name":"United Health Foundation","relevance":"medium","symbol":"","type":"charitable_foundation"},{"asset_class":"business_unit","name":"Optum UK","relevance":"medium","symbol":"","type":"business_unit"},{"asset_class":"business_unit","name":"Optum Health","relevance":"medium","symbol":"","type":"business_unit"},{"asset_class":"business_unit","name":"UnitedHealthcare","relevance":"medium","symbol":"","type":"business_unit"},{"asset_class":"person","name":"Stephen Hemsley","relevance":"low","symbol":"","type":"executive"}],"event_type":"earnings","information_gaps":["The signal is labeled as a \u201cdiscovery_sec_filing_delta,\u201d but the provided text does not include any prior known state or explicit \u201cwhat changed vs prior\u201d details beyond stating the full-year earnings outlook was \u201craised.\u201d","The specific 8-K item(s) (e.g., Item 2.02, 7.01, etc.) are not provided in the cleaned article text.","No explicit comparison to prior guidance for the adjusted earnings outlook is quantified in the provided text (only that the earnings outlook was \u201craised\u201d to greater than $17.35 per share).","The provided text does not include the full 8-K exhibit list or any additional material contracts beyond the acquisition agreement, sale completion, and buyback arrangement."],"key_facts":["Form 8-K filed by UnitedHealth Group Inc (UNH) on 2026-04-22 (SEC filing date shown as 2026-04-22T03:03:32.063787+00:00; filing text references April 21, 2026).","First-quarter 2026 revenues were $111.7 billion, up 2% year-over-year (vs. $109.6 billion in the year-ago quarter).","First-quarter 2026 earnings from operations were $9.0 billion.","First-quarter 2026 adjusted net earnings were $7.23 per share.","Company reported full-year 2026 adjusted net earnings outlook of greater than $18.25 per share (text also states \u201cFull Year 2026 Earnings Outlook Raised to Greater Than $17.35 Per Share; Adjusted Earnings of Greater Than $18.25 Per Share\u201d).","First-quarter 2026 medical cost ratio was 83.9%, down 90 basis points from the first quarter 2025; the filing notes a 20 basis point positive impact from previously disclosed Optum Health loss contracts reserve.","First-quarter 2026 operating cost ratio was 13.8% (vs. 12.4% in the first quarter 2025), reflecting incremental investments in people/processes/technology including AI.","Cash flows from operations were $8.9 billion, or 1.4x net income; debt-to-capital ratio was 42.9% as of March 31, 2026.","During the quarter, UnitedHealth entered into an agreement to acquire Alegeus Technologies; acquisition is subject to regulatory review and expected to close in the back half of 2026; expected to be earnings neutral to 2026.","UnitedHealth completed the sale of the Optum UK business; $400 million in net proceeds committed to the United Health Foundation.","UnitedHealth entered into an arrangement to buy back at least $2 billion of its common stock, expected to complete by the end of the second quarter 2026.","UnitedHealthcare served 49.1 million consumers and expanded operating margins by 40 basis points to 6.6% compared to 6.2% in the first quarter 2025.","Optum supported more than 122 million consumers; Optum revenues were $63.7 billion and earnings were $3.3 billion (margin 5.2%).","Optum Health operating earnings were $1.1 billion; adjusted operating earnings were $1.3 billion excluding impacts related to third-party loss contracts and restructuring actions disclosed in the fourth quarter 2025."],"numeric_claims":[{"label":"Q1 2026 revenues","value":"$111.7 billion"},{"label":"Q1 2026 adjusted net earnings per share","value":"$7.23"},{"label":"Q1 2026 earnings from operations","value":"$9.0 billion"},{"label":"Q1 2026 net margin","value":"5.6%"},{"label":"Q1 2026 cash flows from operations","value":"$8.9 billion"},{"label":"Q1 2026 debt-to-capital ratio (as of Mar 31, 2026)","value":"42.9%"},{"label":"Q1 2026 medical cost ratio","value":"83.9%"},{"label":"Q1 2026 operating cost ratio","value":"13.8%"},{"label":"Q1 2026 operating margin (UnitedHealthcare)","value":"6.6%"},{"label":"Q1 2026 consumers served (UnitedHealthcare)","value":"49.1 million"},{"label":"Optum consumers supported","value":"more than 122 million"},{"label":"Optum revenues","value":"$63.7 billion"},{"label":"Optum earnings","value":"$3.3 billion"},{"label":"Optum margin","value":"5.2%"},{"label":"Optum Health operating earnings","value":"$1.1 billion"},{"label":"Optum Health adjusted operating earnings","value":"$1.3 billion"},{"label":"Full-year 2026 adjusted net earnings outlook","value":"> $18.25 per share"},{"label":"Full-year 2026 earnings outlook (non-adjusted per share)","value":"> $17.35 per share"},{"label":"Alegeus acquisition expected closing","value":"back half of 2026"},{"label":"Alegeus acquisition expected earnings impact","value":"earnings neutral to 2026"},{"label":"Optum UK sale net proceeds committed to United Health Foundation","value":"$400 million"},{"label":"Planned share buyback","value":"at least $2 billion"},{"label":"Share buyback expected completion","value":"by end of Q2 2026"}],"primary_claim":"UnitedHealth Group reported first-quarter 2026 revenues of $111.7B and adjusted net earnings of $7.23 per share, and expects full-year 2026 adjusted net earnings of greater than $18.25 per share.","relevance_score":0.86,"sentiment":"positive","source_quality":"high","summary":"UnitedHealth Group filed a Form 8-K reporting first-quarter 2026 results and providing a full-year 2026 adjusted earnings outlook. The filing also disclosed an agreement to acquire Alegeus Technologies and other capital allocation actions (Optum UK sale proceeds to the United Health Foundation and a planned $2B+ share buyback).","topics":["first quarter 2026 results","full-year 2026 earnings outlook","adjusted net earnings","medical cost ratio","operating cost ratio","Alegeus Technologies acquisition","regulatory review and expected closing","Optum UK sale","United Health Foundation proceeds","share repurchase","board governance committee changes","AI and cybersecurity investments","medical cost management","operating margins","consumer and provider experiences"]},"source":"sec_edgar","source_domain":"sec.gov","summary":"Form 8-K \u00b7 UNITEDHEALTH GROUP INC \u00b7 Filed 20260421","ticker":"UNH","tickers":["UNH"],"title":"UNH filed 8-K","url":"https://www.sec.gov/Archives/edgar/data/731766/0000731766-26-000121.txt"}}

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