StreetInsider.com News Articles

UnitedHealth Group (UNH) PT Lowered to $450 at Raymond James

Thu, 15 Oct 2026 06:07:41 -0400

Raymond James analyst John Ransom lowered the price target on UnitedHealth Group (NYSE: UNH) to $450.00 (from $475.00) while maintaining a Outperform rating.

The analyst comments "We are maintaining our Outperform rating while reducing our price target to $450 price target (~16x 2028E EPS; prior: $475) on UNH following strong 3Q26 results. The reduction of our price target is purely due to a lower multiple and reflects the heightened investor angst around midterms, and potential regulatory changes around risk adjustment and Stars. On the quarter, UNH beat Street by $0.57 as the company reported adj. EPS $4.69 (Street: $4.12, RJe: $4.05).

UnitedHealth Group (UNH) PT Lowered to $450 at Raymond James

Thu, 15 Oct 2026 06:07:41 -0400

Raymond James analyst John Ransom lowered the price target on UnitedHealth Group (NYSE: UNH) to $450.00 (from $475.00) while maintaining a Outperform rating.

UBS Reiterates Buy Rating on UnitedHealth Group (UNH)

Wed, 14 Oct 2026 09:32:14 -0400

UBS analyst AJ Rice reiterated a Buy rating and $490.00 price target on UnitedHealth Group (NYSE: UNH).

The analyst commented, "UNH shares are up following the company's 3Q26 earnings call. The outperformance was driven primarily from Medicare Advantage, Medicaid, and OptumHealth. The commentary was positive with a majority of the business lines showing improvement alongside stabilization in cost trends. Additionally, UNH pointed to a 2027 EPS starting point that is expected to be above current consensus EPS at the start. The company continues to anticipate providing a more fulsome update later this year."

For an analyst ratings summary and ratings history on UnitedHealth

UnitedHealth Group (UNH) PT Raised to $504 at Piper Sandler Following a '3Q26 Beat and Raise'

Wed, 14 Oct 2026 08:21:49 -0400

Piper Sandler analyst Jessica Tassan raised the price target on UnitedHealth Group (NYSE: UNH) to $504.00 (from $502.00) while maintaining a Overweight rating.

The analyst commented: "3Q26 Beat and Raise; UNH is a $504.00 Stock at 18x Still Conservative CY28E Adj. EPS; UNH reported 3Q26 adjusted EPS of $4.69, well ahead of consensus at $4.14 on a (160 BPS) MLR beat. CY26 adjusted EPS guidance increased for the 3rd time this year and now implies 25.4% y/y growth at the floor. UNH is executing on a multi-year, multi-segment biz optimization and margin recovery plan for durable, defensible, double-digit LT earnings growth.

UnitedHealth Group (UNH) PT Raised to $504 at Piper Sandler Following a '3Q26 Beat and Raise'

Wed, 14 Oct 2026 08:21:49 -0400

Piper Sandler analyst Jessica Tassan raised the price target on UnitedHealth Group (NYSE: UNH) to $504.00 (from $502.00) while maintaining a Overweight rating.

KeyBanc Reiterates Overweight Rating on UnitedHealth Group (UNH)

Wed, 14 Oct 2026 08:12:00 -0400

KeyBanc analyst Matthew Gillmor reiterated an Overweight rating and $500.00 price target on UnitedHealth Group (NYSE: UNH).

The analyst commented: "Election Positioning > Fundamentals; 3Q results were good, highlighted by another MLR beat (driven by favorable MA and Medicaid trends) and upside with Optum Health. Additionally, commentary on 2027 was surprisingly bullish, with UNH indicating prior Street EPS may "understate" the opportunity. In our view, today's stock action mostly reflects market positioning ahead of the midterms, with a view that Dems winning the House (and possibly the Senate) will be bad for MCOs. We are skeptical of this thesis but understand

Truist on UnitedHealth Group (UNH): 'Momentum Continues In 3Q With Another Solid Beat'

Wed, 14 Oct 2026 08:08:36 -0400

Truist Securities analyst David MacDonald reiterated a Buy rating and $500.00 price target on UnitedHealth Group (NYSE: UNH).

The analyst commented: "Momentum Continues In 3Q With Another Solid Beat, FY Guidance Raised; Another Strong Quarter With MCR Better, FY Adjusted EPS Guide Raised. UNH reported 3Q results featuring top and bottom-line beats, better MCR, strong cash flow and raised FY26 adjusted EPS guidance which now calls for at least $20.50 (vs. prior $19.50 - $20.00). Total revenue of $112.7B came in nicely ahead of our $110.7BE and consensus $111.3B driven by strength in Premiums ($87.08B vs. our $85.84BE) and Products ($14.29B

UnitedHealth Group (UNH) PT Lowered to $427 at Baird

Wed, 14 Oct 2026 07:40:58 -0400

Baird analyst Michael Ha lowered the price target on UnitedHealth Group (NYSE: UNH) to $427.00 (from $453.00) while maintaining a Neutral rating.

Bernstein SocGen on UnitedHealth Group (UNH): 'MA turnaround continues delivering'

Wed, 14 Oct 2026 07:17:17 -0400

Bernstein SocGen Group analyst Lance Wilkes reiterated an Outperform rating and $512.00 price target on UnitedHealth Group (NYSE: UNH).

The analyst commented: "MA turnaround continues delivering; UNH reported 3Q26 results this morning with a solid beat. Adjusted EPS came in at $4.69 for the quarter, beating consensus of $4.12 by 13.7%. Revenues for 3Q came in at $112.7B, 1.5% above consensus of $111.0B. MLR was 88.4%, 145 bps lower than consensus of 89.9%.

Solid beat and raise driven by UHC and Optum Health outperformance. Both of these areas are likely driven by MA pricing discipline, contract exits and a controlled utilization

UnitedHealth Group (UNH) PT Lowered to $440 at Barclays

Wed, 14 Oct 2026 04:20:08 -0400

Barclays analyst Andrew Mok lowered the price target on UnitedHealth Group (NYSE: UNH) to $440.00 (from $441.00) while maintaining a Overweight rating.

Mizuho Reiterates Top Pick on UnitedHealth Group (UNH)

Tue, 13 Oct 2026 07:10:49 -0400

Mizuho analyst Ann Hynes reiterated an Outperform rating and $493.00 price target on UnitedHealth Group (NYSE: UNH)

The analyst comments "UNH reported solid Q3:26 results, beating consensus adjusted EPS by +13%, and above our expectations. While UNH delivered a solid quarter, we believe the real highlight of its Q3 results was the continued durability of the margin recovery story, with trends tracking better or in-line across all subsegments. Notably, UNH beat consensus MLR by 150bp, including a ~$610mm benefit related to prior period developments. Even excluding this benefit, the company beat MLR by ~80bps. UNH's solid results in the quarter were

Mizuho Reiterates Top Pick on UnitedHealth Group (UNH)

Tue, 13 Oct 2026 07:10:49 -0400

Mizuho analyst Ann Hynes reiterated an Outperform rating and $493.00 price target on UnitedHealth Group (NYSE: UNH)

UnitedHealth gains on Q3 earnings beat, raised 2026 profit guidance

Tue, 13 Oct 2026 06:22:28 -0400

Investing.com -- UnitedHealth Group shares rose more than 2% in Tuesday premarket trading after the health insurer reported third-quarter earnings that beat Wall Street estimates and raised its full-year profit outlook.

Earnings per share were $4.69, topping the $4.12 analysts expected. Revenue was $112.7 billion, roughly flat year-over-year, and ahead of the $111.31 billion consensus.

Operating margin widened to 5.8% from 3.8% a year earlier.

The medical care ratio, the share of premiums spent on patient care, fell to 88.4% from 89.9% a year earlier, better than the 89.9% analysts expected. The operating cost ratio improved to 12.8% from 13.5%, though that was slightly

Form 8-K UNITEDHEALTH GROUP INC For: Oct 13

Tue, 13 Oct 2026 06:15:00 -0400

si-local-file:///var/storage/secattach/20261013/27176451.html

UnitedHealth Group (UNH) Tops Q3 EPS by 57c, Beats on Revenue; Offers FY EPS Guidance

Tue, 13 Oct 2026 06:00:07 -0400

UnitedHealth Group (NYSE: UNH) reported Q3 EPS of $4.69, $0.57 better than the analyst estimate of $4.12. Revenue for the quarter came in at $112.7 billion versus the consensus estimate of $111.31 billion.

GUIDANCE:

UnitedHealth Group sees FY2026 EPS of $20.50, versus the consensus of $19.87.

For earnings history and earnings-related data on UnitedHealth Group (UNH) click here.

UnitedHealth Group (UNH) Tops Q3 EPS by 57c, Beats on Revenue; Offers FY EPS Guidance

Tue, 13 Oct 2026 06:00:07 -0400

GUIDANCE:

UnitedHealth Group sees FY2026 EPS of $20.50, versus the consensus of $19.87.

For earnings history and earnings-related data on UnitedHealth Group (UNH) click here.

UnitedHealth Group Reports Third Quarter 2026 Results

Tue, 13 Oct 2026 05:55:00 -0400

Third Quarter 2026 Revenues of $112.7 Billion; Earnings from Operations of $6.6 Billion
Earnings of $4.56 Per Share and Adjusted Earnings of $4.69 Per Share
Cash Flows from Operations Were $5.1 Billion, or 1.2x Net Income
Updated Full Year 2026 Earnings Outlook to At Least $19.50 Per Share; Adjusted Earnings of At Least $20.50 Per Share

To view this information in a different format, including graphics, published on our website, click here: https://www.unitedhealthgroup.com/content/dam/UHG/PDF/investors/2026/unh-reports-third-quarter-2026-results.pdf

UnitedHealth Group (NYSE: UNH) today reported third quarter 2026 results and raised guidance for full year 2026.

This press release features multimedia. View the full release here:

UnitedHealth Group Reports Third Quarter 2026 Results

Tue, 13 Oct 2026 05:55:00 -0400

Third Quarter 2026 Revenues of $112.7 Billion; Earnings from Operations of $6.6 Billion
Earnings of $4.56 Per Share and Adjusted Earnings of $4.69 Per Share
Cash Flows from Operations Were $5.1 Billion, or 1.2x Net Income
Updated Full Year 2026 Earnings Outlook to At Least $19.50 Per Share; Adjusted Earnings of At Least $20.50 Per Share

UnitedHealth Group (NYSE: UNH) today reported third quarter 2026 results and raised guidance for full year 2026.

This press release features multimedia. View the full release here:

Humana leads Managed Care winners in new CMS Star Ratings - Evercore

Mon, 12 Oct 2026 15:19:27 -0400

Investing.com -- Managed care insurers face divergent earnings impacts from the Centers for Medicare and Medicaid Services' 2027 Star Ratings, with Humana positioned for significant upside while UnitedHealth confronts the largest headwind, according to an Evercore note to clients from analyst Elizabeth Anderson following the CMS release.

The Star Ratings determine quality bonus payments that insurers receive for their Medicare Advantage plans, directly affecting profitability. The latest ratings show material shifts in contract performance across the sector's largest players.

1. Humana Inc (NYSE:HUM) - HUM's recovery is supported by improvement across multiple contracts, including the all-important

Humana leads Managed Care winners in new CMS Star Ratings - Evercore

Mon, 12 Oct 2026 15:19:27 -0400

1. Humana Inc (NYSE:HUM) - HUM's recovery is supported by improvement across multiple contracts, including the all-important

Humana leads Managed Care winners in new CMS Star Ratings - Evercore

Mon, 12 Oct 2026 15:19:27 -0400

1. Humana Inc (NYSE:HUM) - HUM's recovery is supported by improvement across multiple contracts, including the all-important

Humana leads Managed Care winners in new CMS Star Ratings - Evercore

Mon, 12 Oct 2026 15:19:27 -0400

1. Humana Inc (NYSE:HUM) - HUM's recovery is supported by improvement across multiple contracts, including the all-important

UnitedHealth Group (UNH) call put ratio 1 call to 1 put into quarter results

Mon, 12 Oct 2026 10:49:18 -0400

UnitedHealth Group (NYSE: UNH) October call option implied volatility is at 83, November is at 39; compared to its 52-week range of 25 to 55. Call put ratio 1 call to 1 put into the expected release of quarter results before the bell on October 13.

UnitedHealth Group (UNH) call put ratio 1 call to 1 put into quarter results

Mon, 12 Oct 2026 10:49:18 -0400

UnitedHealth Group (UNH) call put ratio 1.2 calls to 1 put into quarter results

Mon, 12 Oct 2026 06:26:54 -0400

UnitedHealth Group (NYSE: UNH) October 375 straddle priced for a move of 7.5%. Call put ratio 1.2 calls to 1 put into the expected release of quarter results before the bell on October 13.