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10-KPeriod: FY2011

UNITEDHEALTH GROUP INC Annual Report, Year Ended Dec 31, 2011

Filed February 9, 2012For Securities:UNH

Summary

UnitedHealth Group's 2011 10-K report highlights a year of substantial revenue growth, reaching $101.9 billion, an 8% increase over 2010, driven by strong performance in both its UnitedHealthcare and Optum segments. The company reported net earnings of $5.14 billion, a 11% increase year-over-year, with diluted earnings per share of $4.73. This growth was supported by an increase in UnitedHealthcare's membership by 1.6 million individuals and a significant 21% revenue increase from the Optum health services business. The company's strategic focus on affordability, consumer empowerment, and integrated health services continues to drive results. Despite rising medical costs, which increased by 8% and were influenced by hospital price increases, UnitedHealth Group managed its medical care ratio effectively, maintaining it at 80.8%. The company also demonstrated strong operational cash flow, increasing by 11% to $7 billion. Key financial indicators such as return on equity (18.9%) and a strengthened debt-to-debt-plus-equity ratio (29.1%) indicate a healthy financial position. The report also underscores the company's active share repurchase program and a consistent increase in shareholder dividends.

Financial Statements
Beta
Revenue$101.86B
Cost of Revenue$2.38B
Gross Profit$99.48B
SG&A Expenses$15.56B
Operating Expenses$93.40B
Operating Income$8.46B
Interest Expense$505.00M
Net Income$5.14B
EPS (Basic)$4.81
EPS (Diluted)$4.73
Shares Outstanding (Basic)1.07B
Shares Outstanding (Diluted)1.09B

Key Highlights

  • 1Total revenues grew 8% to $101.9 billion in 2011, driven by strong performance in both UnitedHealthcare and Optum segments.
  • 2Net earnings increased by 11% to $5.14 billion, with diluted earnings per share rising by 15% to $4.73.
  • 3UnitedHealthcare membership grew by 1.6 million individuals, reflecting continued expansion in health benefits.
  • 4Optum segment revenues surged by 21%, indicating strong growth in health services and technology solutions.
  • 5The company managed its medical costs effectively, with a medical care ratio of 80.8%, despite increasing healthcare service costs.
  • 6Operating cash flow saw an 11% increase, reaching $7 billion, demonstrating robust cash generation.
  • 7Shareholder returns were enhanced through a 65 million share repurchase program and an increased quarterly dividend.

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