Q2 Earnings Forecast for UNH Issued By Leerink Partnrs

UnitedHealth Group Incorporated (NYSE:UNH) – Stock analysts at Leerink Partnrs dropped their Q2 2025 earnings per share (EPS) estimates for shares of UnitedHealth Group in a research note issued on Tuesday, May 13th. Leerink Partnrs analyst W. Mayo now expects that the healthcare conglomerate will post earnings per share of $5.24 for the quarter, down from their previous forecast of $6.33. The consensus estimate for UnitedHealth Group’s current full-year earnings is $29.54 per share. Leerink Partnrs also issued estimates for UnitedHealth Group’s Q3 2025 earnings at $5.44 EPS, Q4 2025 earnings at $5.26 EPS, FY2025 earnings at $23.15 EPS, Q2 2026 earnings at $6.22 EPS, Q3 2026 earnings at $6.33 EPS, Q4 2026 earnings at $6.09 EPS, FY2026 earnings at $26.36 EPS, FY2027 earnings at $30.11 EPS, FY2028 earnings at $34.23 EPS and FY2029 earnings at $38.94 EPS.

A number of other research firms also recently issued reports on UNH. Robert W. Baird reduced their price target on UnitedHealth Group from $510.00 to $356.00 and set an “outperform” rating for the company in a report on Wednesday. Deutsche Bank Aktiengesellschaft reduced their price target on UnitedHealth Group from $521.00 to $362.00 and set a “buy” rating for the company in a report on Wednesday. Royal Bank of Canada reduced their price target on UnitedHealth Group from $525.00 to $355.00 and set an “outperform” rating for the company in a report on Friday. JPMorgan Chase & Co. reduced their price objective on UnitedHealth Group from $525.00 to $405.00 and set an “overweight” rating for the company in a report on Thursday. Finally, Argus cut UnitedHealth Group from a “buy” rating to a “hold” rating in a report on Monday, April 21st. Six analysts have rated the stock with a hold rating, eighteen have given a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $486.00.

UnitedHealth Group Price Performance

NYSE:UNH opened at $291.24 on Friday. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.91 and a current ratio of 0.83. The stock’s 50-day simple moving average is $470.82 and its 200 day simple moving average is $513.95. The company has a market cap of $264.20 billion, a P/E ratio of 18.79, a P/E/G ratio of 1.37 and a beta of 0.56. UnitedHealth Group has a 52-week low of $248.88 and a 52-week high of $630.73.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Thursday, April 17th. The healthcare conglomerate reported $7.20 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.29 by ($0.09). UnitedHealth Group had a net margin of 3.60% and a return on equity of 26.69%. The firm had revenue of $109.58 billion during the quarter, compared to analyst estimates of $111.56 billion. During the same period in the prior year, the business earned $6.91 EPS.

Institutional Trading of UnitedHealth Group

A number of institutional investors and hedge funds have recently bought and sold shares of UNH. NewSquare Capital LLC bought a new stake in UnitedHealth Group during the fourth quarter valued at $25,000. Marshall & Sterling Wealth Advisors Inc. bought a new stake in UnitedHealth Group during the fourth quarter valued at $26,000. Hurley Capital LLC bought a new stake in UnitedHealth Group during the fourth quarter valued at $28,000. Bayforest Capital Ltd boosted its position in shares of UnitedHealth Group by 685.7% during the 1st quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 48 shares in the last quarter. Finally, Aster Capital Management DIFC Ltd bought a new position in shares of UnitedHealth Group during the 4th quarter worth about $30,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at UnitedHealth Group

In related news, Director Timothy Patrick Flynn purchased 1,533 shares of the stock in a transaction dated Wednesday, May 14th. The stock was bought at an average cost of $320.80 per share, for a total transaction of $491,786.40. Following the completion of the acquisition, the director now owns 6,033 shares of the company’s stock, valued at approximately $1,935,386.40. This represents a 34.07% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO John F. Rex acquired 17,175 shares of the firm’s stock in a transaction that occurred on Friday, May 16th. The stock was bought at an average price of $291.12 per share, with a total value of $4,999,986.00. Following the completion of the acquisition, the chief financial officer now directly owns 203,796 shares of the company’s stock, valued at $59,329,091.52. This trade represents a 9.20% increase in their ownership of the stock. The disclosure for this purchase can be found here. Over the last ninety days, insiders purchased 109,408 shares of company stock worth $31,607,768. Corporate insiders own 0.33% of the company’s stock.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 18th. Stockholders of record on Monday, March 10th were issued a dividend of $2.10 per share. The ex-dividend date was Monday, March 10th. This represents a $8.40 annualized dividend and a dividend yield of 2.88%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 35.18%.

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated operates as a diversified health care company in the United States. The company operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; health care coverage, and health and well-being services to individuals age 50 and older addressing their needs; Medicaid plans, children's health insurance and health care programs; and health and dental benefits, and hospital and clinical services, as well as health care benefits products and services to state programs caring for the economically disadvantaged, medically underserved, and those without the benefit of employer-funded health care coverage.