UNITEDHEALTH GROUP INC (UNH)

Sector: Health Care

    Home/Companies/UNH/Annual Meeting

2026 Annual Meeting Analysis

UNITEDHEALTH GROUP INC · Meeting: June 1, 2026

Policy v1.2medium confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

1

Directors AGAINST

8

Say on Pay

AGAINST

Auditor

FOR

Director Elections

Election of Directors

1 FOR/8 AGAINST

Against Analysis

✗ AGAINST
Charles BakerTSR trigger peer group: UNH 3yr TSR -27.4% vs peer median +91.0%, gap -118.4pp exceeds 20pp threshold for negative absolute TSR; director since 2023, tenure >24 months but <3 years — partial overlap applies, still clearly within underperformance period; 5yr TSR check: UNH 5yr -4.9% vs peer median +89.5%, gap -94.4pp exceeds 20pp threshold — no 5yr mitigant

Baker has served since 2023 and his tenure meaningfully overlaps with UnitedHealth's severe stock underperformance — the company's shares fell roughly 27% over three years while the company's own disclosed peer group gained a median of 91%, a gap of over 118 percentage points that far exceeds the 20-point trigger threshold for companies with negative absolute returns; the five-year record is equally poor, providing no mitigating context.

✗ AGAINST
Timothy FlynnTSR trigger peer group: UNH 3yr TSR -27.4% vs peer median +91.0%, gap -118.4pp exceeds 20pp threshold; director since 2017, full tenure overlaps underperformance; 5yr TSR check: gap -94.4pp exceeds 20pp threshold — no 5yr mitigant

Flynn has served since 2017 and bears full accountability for the company's sustained stock underperformance; UnitedHealth's shares lost roughly 27% over three years while peers gained a median of 91%, and the five-year gap of nearly 94 percentage points against peers confirms this is not a temporary trough but a sustained pattern, triggering a vote against under our policy.

✗ AGAINST
Paul GarciaTSR trigger peer group: UNH 3yr TSR -27.4% vs peer median +91.0%, gap -118.4pp exceeds 20pp threshold; director since 2021, full tenure overlaps underperformance; 5yr TSR check: gap -94.4pp exceeds 20pp threshold — no 5yr mitigant

Garcia joined in 2021, giving him tenure that fully overlaps the period of severe underperformance; UnitedHealth's stock fell roughly 27% over three years while the company's own peer group rose a median of 91%, and the five-year record provides no relief, warranting a vote against under our TSR trigger policy.

✗ AGAINST
Kristen GilTSR trigger peer group: UNH 3yr TSR -27.4% vs peer median +91.0%, gap -118.4pp exceeds 20pp threshold; director since 2022, tenure >24 months, full 3yr period overlap; 5yr TSR check: gap -94.4pp exceeds 20pp threshold — no 5yr mitigant

Gil joined in 2022 and her tenure covers the full three-year underperformance window; UnitedHealth's shares dropped roughly 27% while the company's disclosed peer group rose a median of 91%, a gap that far exceeds our policy threshold, and the five-year comparison offers no mitigating improvement.

✗ AGAINST
Stephen HemsleyTSR trigger peer group: UNH 3yr TSR -27.4% vs peer median +91.0%, gap -118.4pp exceeds 20pp threshold; director since 2000, CEO/Chair, full tenure overlaps underperformance; 5yr TSR check: gap -94.4pp exceeds 20pp threshold — no 5yr mitigant; executive director subject to same TSR trigger independently of Say on Pay vote

Hemsley has served on the board since 2000 and is the current Chair and CEO, making him directly accountable for the company's strategy during the period of severe underperformance; UnitedHealth's stock fell roughly 27% over three years while the company's own peer group rose a median of 91%, and the five-year record is equally poor, triggering a vote against under our policy independent of any Say on Pay consideration.

✗ AGAINST
F. William McNabb IIITSR trigger peer group: UNH 3yr TSR -27.4% vs peer median +91.0%, gap -118.4pp exceeds 20pp threshold; director since 2018, full tenure overlaps underperformance; 5yr TSR check: gap -94.4pp exceeds 20pp threshold — no 5yr mitigant

McNabb has served since 2018 and his tenure fully overlaps the underperformance period; UnitedHealth's shares lost roughly 27% over three years while the company's disclosed peers gained a median of 91%, and the five-year comparison confirms sustained underperformance rather than a temporary trough, warranting a vote against.

✗ AGAINST
Valerie Montgomery Rice, M.D.TSR trigger peer group: UNH 3yr TSR -27.4% vs peer median +91.0%, gap -118.4pp exceeds 20pp threshold; director since 2017, full tenure overlaps underperformance; 5yr TSR check: gap -94.4pp exceeds 20pp threshold — no 5yr mitigant

Montgomery Rice has served since 2017 and bears full accountability for the company's sustained stock underperformance; UnitedHealth's three-year return of roughly negative 27% against a peer median of positive 91% represents a gap of over 118 percentage points, and the five-year picture shows an equally wide gap, confirming a vote against is appropriate under our policy.

✗ AGAINST
John Noseworthy, M.D.TSR trigger peer group: UNH 3yr TSR -27.4% vs peer median +91.0%, gap -118.4pp exceeds 20pp threshold; director since 2019, full tenure overlaps underperformance; 5yr TSR check: gap -94.4pp exceeds 20pp threshold — no 5yr mitigant

Noseworthy has served since 2019 and his tenure fully overlaps the period of severe underperformance; UnitedHealth's stock fell roughly 27% over three years while the company's own peer group rose a median of 91%, and the five-year gap of nearly 94 percentage points against peers provides no mitigation, triggering a vote against under our policy.

For Analysis

✓ FOR
Scott Gottlieb, M.D.new director exemption: joined November 2025, within 24-month exemption window

Gottlieb was appointed to the board in November 2025, meaning he has served less than 24 months and is exempt from the TSR underperformance trigger under our policy, which gives new directors reasonable time to contribute before being held accountable for prior-period stock performance.

Eight of nine director nominees receive a vote against due to UnitedHealth Group's severe and sustained stock underperformance — the company's shares declined roughly 27% over three years while its own disclosed compensation peer group returned a median of positive 91%, a gap of over 118 percentage points that far exceeds the 20-point threshold under our policy for companies with negative absolute returns; the five-year record is equally poor, providing no mitigating context for any long-tenured director. Only Dr. Scott Gottlieb, who joined the board in November 2025 and falls within the 24-month new-director exemption, receives a vote in favor.

Say on Pay

✗ AGAINST

CEO

Stephen Hemsley

Total Comp

$60,938,062

Prior Support

60%%

prior say on pay below 70pct: 2025 vote received only 60% supportCEO pay level concern: $60.9M total compensation reported for CEO, dominated by $60M front-loaded stock option grant covering multiple future yearspay for performance misalignment: stock down ~27% over 3 years, peers up median 91%; 2023-2025 long-term performance shares paid 0%; annual incentive paid below target (0-88% range)front loaded grant structure: single $60M option grant covers 3-year period, policy disfavors this structure; company has acknowledged concern and adopted no-front-load policy going forward

UnitedHealth's 2025 Say on Pay vote received only 60% support — below the 70% threshold that triggers a no vote if the company has not made sufficient changes — and while the company has taken some responsive steps (adding a two-year post-vesting holding requirement, banning future front-loaded awards, increasing CEO ownership requirements), the fundamental structure of the $60 million option grant that drove shareholder concern remains in place and is the compensation being voted on today. The CEO's reported total compensation of approximately $60.9 million reflects a single large award covering multiple future years reported all at once, a structure shareholders objected to and that our policy disfavors, and this award was granted against a backdrop of deeply negative stock performance — the company's shares fell roughly 27% over three years while the company's own peers rose a median of 91%. The combination of below-threshold prior-year support, an unreformed front-loaded grant structure underlying the current vote, and severe pay-for-performance misalignment during a period of significant shareholder wealth destruction warrants a vote against.

Auditor Ratification

✓ FOR

Auditor

Deloitte & Touche LLP

Tenure

N/A

Audit Fees

N/A

Non-Audit Fees

N/A

The proxy filing does not provide a fee table with audit and non-audit fee data in the text supplied, and auditor tenure is not explicitly disclosed in the provided filing text; because our policy requires confirmed data to trigger a no vote on either the non-audit fee ratio or tenure grounds, and Deloitte is a Big 4 firm appropriate for a company of UnitedHealth's size and complexity, the default vote is in favor.

Stockholder Proposals

1 proposal submitted by shareholders

Proposal 4

Adoption of a Policy to Require Any Board Chair to Be Independent

✓ FOR
Filed by:Not explicitly named in the provided filing textOtherGovernance
Board recommends: AGAINST
governance structural ask: requiring an independent board chair is a mainstream governance improvementcurrent chair is CEO: Stephen Hemsley serves as both Chair and CEO, combining roles that were separate for nearly 20 yearscompany response weak: board acknowledges combination is not intended to be permanent but provides no concrete timeline for separationstrong governance rationale: independent chair provides counterbalance to management, especially important given severe stock underperformance and ongoing business challenges

This proposal asks the board to adopt a policy requiring that the board chair be an independent director — a straightforward governance improvement that separates the oversight function (chair) from the management function (CEO), a structure UnitedHealth itself maintained for nearly 20 years before combining the roles in 2025 under extraordinary circumstances. The company's opposition argues the combined role is temporary and that a strong Lead Independent Director provides adequate counterbalance, but this response offers no concrete timeline or commitment to separation, which is exactly the kind of vague voluntary assurance our policy discounts heavily. Given UnitedHealth's severe stock underperformance, the ongoing business and reputational challenges the company faces, and the fact that an independent chair would strengthen the board's ability to hold management accountable, supporting this proposal is in shareholders' interests.

Overall Assessment

This is a ballot dominated by serious governance and performance concerns at UnitedHealth Group: eight of nine director nominees receive a vote against due to the company's severe and sustained stock underperformance relative to its own disclosed peer group, Say on Pay receives a vote against driven by a front-loaded $60 million CEO option grant, a prior year support level of only 60%, and deep pay-for-performance misalignment, and the auditor ratification receives a default vote in favor due to insufficient fee data in the provided filing text. The one stockholder proposal — requiring an independent board chair — receives a vote in favor as a mainstream governance improvement that would restore a structure the company itself maintained for nearly two decades, with the board's opposition response offering no concrete timeline for returning to that structure.

Filing date: April 21, 2026·Policy v1.2·medium confidence

Compensation Peer Group

20 companies disclosed in 2026 proxy filing

GOOGLAlphabet Inc.
AMZNAmazon.com, Inc.
AAPLApple Inc.
BACBank of America Corporation
CAHCardinal Health, Inc.
CORCencora, Inc.
CNCCentene Corporation
CCitigroup Inc.
CVSCVS Health Corporation
ELVElevance Health Inc.
HUMHumana Inc.
IBMInternational Business Machines
JNJJohnson & Johnson
JPMJPMorgan Chase & Co.
MCKMcKesson Corporation
MSFTMicrosoft Corporation
PFEPfizer
CIThe Cigna Group
WMTWalmart, Inc.
WFCWells Fargo & Company