FY2025 EPS Estimate for UnitedHealth Group Lifted by Analyst

UnitedHealth Group Incorporated (NYSE:UNH) – Stock analysts at Leerink Partnrs lifted their FY2025 EPS estimates for shares of UnitedHealth Group in a research note issued to investors on Tuesday, October 28th. Leerink Partnrs analyst W. Mayo now forecasts that the healthcare conglomerate will post earnings of $16.31 per share for the year, up from their previous forecast of $16.22. 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 Q2 2026 earnings at $4.52 EPS, Q3 2026 earnings at $3.91 EPS and FY2026 earnings at $17.46 EPS.

A number of other equities analysts have also weighed in on the company. Wells Fargo & Company boosted their price objective on UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 7th. TD Cowen boosted their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research report on Thursday. Barclays boosted their target price on shares of UnitedHealth Group from $352.00 to $386.00 and gave the company an “overweight” rating in a report on Thursday, October 9th. KeyCorp upped their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a report on Wednesday, October 8th. Finally, Baird R W cut UnitedHealth Group from a “hold” rating to a “strong sell” rating in a report on Thursday, July 31st. Eighteen analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average price target of $397.12.

UnitedHealth Group Trading Down 3.0%

Shares of UnitedHealth Group stock opened at $344.57 on Thursday. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.85. The stock’s 50 day simple moving average is $342.82 and its 200-day simple moving average is $331.10. The stock has a market cap of $312.07 billion, a P/E ratio of 17.98, a P/E/G ratio of 2.28 and a beta of 0.47. UnitedHealth Group has a 1-year low of $234.60 and a 1-year high of $630.73.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.87 by $0.05. The company had revenue of $113.16 billion for the quarter, compared to analysts’ expectations of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $7.15 EPS.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 23rd. Investors of record on Monday, September 15th were paid a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, September 15th. This represents a $8.84 annualized dividend and a yield of 2.6%. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Institutional Trading of UnitedHealth Group

Hedge funds have recently made changes to their positions in the business. Brighton Jones LLC raised its stake in shares of UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after purchasing an additional 2,324 shares in the last quarter. Clear Creek Financial Management LLC raised its stake in UnitedHealth Group by 9.7% in the first quarter. Clear Creek Financial Management LLC now owns 1,737 shares of the healthcare conglomerate’s stock valued at $910,000 after buying an additional 153 shares in the last quarter. Arbor Trust Wealth Advisors LLC raised its stake in UnitedHealth Group by 6.0% in the first quarter. Arbor Trust Wealth Advisors LLC now owns 3,199 shares of the healthcare conglomerate’s stock valued at $1,675,000 after buying an additional 182 shares in the last quarter. Finally, Keybank National Association OH raised its position in shares of UnitedHealth Group by 5.0% during the 1st quarter. Keybank National Association OH now owns 207,524 shares of the healthcare conglomerate’s stock worth $108,691,000 after acquiring an additional 9,907 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

About UnitedHealth Group

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.