Raymond James on UnitedHealth Group (UNH): 'This was the cleanest UNH quarter reported in quite some time'

UnitedHealth Group (UNH) PT Raised to $420 at Piper Sandler

Piper Sandler analyst Jessica Tassan raised the price target on UnitedHealth Group (NYSE: UNH) to $420.00 (from $403.00) while maintaining a Overweight rating.

The analyst commented, "Even after yesterday's 1Q26 beat, CY26 raise and 7.0% move (link to our initial 1Q26 earnings note here); we... More

UnitedHealth Group (UNH) PT Raised to $395 at Morgan Stanley

Morgan Stanley analyst Erin Wright raised the price target on UnitedHealth Group (NYSE: UNH) to $395.00 (from $375.00) while maintaining a Overweight rating.... More

KeyBanc on UnitedHealth Group (UNH): 'Encouraging Progress'

KeyBanc analyst Matthew Gillmor reiterated an Overweight rating and $400.00 price target on UnitedHealth Group (NYSE: UNH).

The analyst commented: "1Q26 Recap Encouraging Progress; 1Q results were good, highlighted by an MLR beat and upside with Medicare Advantage and Optum Health. While still... More

Bernstein on UnitedHealth Group (UNH): 'Strong beat and raise - MA recovery begins for company'

Bernstein SocGen Group analyst Lance Wilkes reiterated an Outperform rating and $411.00 price target on UnitedHealth Group (NYSE: UNH).

The analyst commented: "Strong beat and raise - MA recovery begins for company; UNH reported 1Q26 results this morning. Adjusted EPS came in at $7.23 for the... More

UnitedHealth Group (UNH) PT Raised to $405 at Oppenheimer

Oppenheimer analyst Michael Wiederhorn raised the price target on UnitedHealth Group (NYSE: UNH) to $405.00 (from $385.00) while maintaining a Outperform rating.... More

UnitedHealth Group (UNH) PT Raised to $287 at Baird

Baird analyst Michael Ha raised the price target on UnitedHealth Group (NYSE: UNH) to $287.00 (from $278.00) while maintaining a Underperform rating.... More

Argus Upgrades UnitedHealth Group (UNH) to Buy

Argus analyst David Toung upgraded UnitedHealth Group (NYSE: UNH) from Hold to Buy with a price target of $400.00.

The analyst comments "We are upgrading our rating on UnitedHealth Group Inc. (NYSE: UNH) to BUY... More

UnitedHealth Group (UNH) PT Raised to $397 at Wells Fargo

Wells Fargo analyst Stephen Baxter raised the price target on UnitedHealth Group (NYSE: UNH) to $397.00 (from $370.00) while maintaining a Overweight rating.... More

UnitedHealth Group (UNH) PT Raised to $435 at Goldman Sachs

Goldman Sachs analyst Scott Fidel raised the price target on UnitedHealth Group (NYSE: UNH) to $435.00 (from $400.00) while maintaining a Buy rating.

The analyst comments "Overall, UNHs 1Q26 performance and higher full year guidance provide the market with concrete evidence of UNH's... More

UnitedHealth Group (UNH) PT Raised to $395 at Truist Securities, 'we remain bullish'

(Updated - April 22, 2026 5:09 AM EDT)

Truist Securities analyst David MacDonald raised the price target on UnitedHealth Group (NYSE: UNH) to $395.00 (from $370.00) while maintaining a Buy rating.

The analyst comments "We remain bullish on UNH following strong 1Q results featuring top and bottom-line... More

UnitedHealth Group (UNH) PT Raised to $400 at RBC Capital

RBC Capital analyst Ben Hendrix raised the price target on UnitedHealth Group (NYSE: UNH) to $400.00 (from $361.00) while maintaining a Outperform rating.

The analyst comments "As a follow-up to our post 1Q26 note (available here ), we are updating our estimates and providing... More

UnitedHealth Group (UNH) PT Raised to $373 at Barclays

Barclays analyst Andrew Mok raised the price target on UnitedHealth Group (NYSE: UNH) to $373.00 (from $327.00) while maintaining a Overweight rating.... More

UnitedHealth Group (UNH) PT Raised to $400 at Evercore ISI, 'Investors No Longer Livin' on [Just] a Prayer'

Evercore ISI analyst Elizabeth Anderson raised the price target on UnitedHealth Group (NYSE: UNH) to $400.00 (from $350.00) while maintaining a Outperform rating.

The analyst comments "Our thesis is intact. This Q supports our turnaround thesis. We are taking a long-term view of UNH fundamentals,... More

Morgan Stanley Comments Eli Lilly (LLY) and Medicare GLP-1 Obesity Coverage

Morgan Stanley analyst Terence Flynn reiterated an Overweight rating and $1,327.00 price target on Eli Lilly (NYSE: LLY).

The analyst comments "The broadening of Medicare coverage for the GLP-1 medications for obesity is a key driver of US market growth for LLYs Zepbound as weve previously discussed (see HERE and HERE). Recent commentary from UNH and CVS (see below; both stocks covered by Erin Wright) have raised some questions about the path to broader coverage via the CMS BALANCE program in 2027 following a 2026 bridge program (which begins July 1), which has... More

Popular stocks with increasing option volume: UNH NFLX AMD INTC NVTS MU PLTR MSTR

Popular stocks with increasing option volume: UNH NFLX AMD INTC NVTS MU PLTR MSTR

UnitedHealth Group (UNH) PT Raised to $371 at BofA Securities

BofA Securities analyst Kevin Fischbeck raised the price target on UnitedHealth Group (NYSE: UNH) to $371.00 (from $337.00) while maintaining a Neutral rating.

The analyst commented, "UNH reported Q1 EPS of $7.23, which was $0.70 (10.7%) above consensus, and raised 2026 EPS by $0.50 from $17.75 (+9% y/y) to... More

UnitedHealth shares rise on "arguably best print in a couple years"

(Updated - April 21, 2026 8:48 AM EDT)

Investing.com -- UnitedHealth Group (NYSE: UNH) reported first-quarter earnings and revenue that surpassed analyst expectations, sending shares higher, as the health care giant also issued a full-year profit outlook above analyst forecasts.

The companys shares jumped more than 6.8%... More

UnitedHealth posts quarterly profit above Wall Street estimates, on track for turnaround

By Amina Niasse

NEW YORK, April 21 (Reuters) - UnitedHealth raised its annual profit forecast and beat expectations for first-quarter results on Tuesday, and its shares jumped more than 10% as the company took steps toward its promised turnaround.

UnitedHealth said it kept costs in check and received improved government payments for its health insurance services, a sharp contrast to last May, when it pulled its financial outlook and dismissed the CEO as unexpected medical services demand by members hurt profits.

CEO Stephen Hemsley, who returned to lead the company almost a year ago, has sought to rebuild investor confidence and... More

UnitedHealth Group (UNH) Tops Q1 EPS by 64c, Beats on Revenue; Offers FY26 EPS Guidance

UnitedHealth Group (NYSE: UNH) reported Q1 EPS of $7.23, $0.64 better than the analyst estimate of $6.59. Revenue for the quarter came in at $111.7 billion versus the consensus estimate of $109.44 billion.

GUIDANCE:

UnitedHealth Group sees FY2026 EPS of $18.25, versus the consensus of... More

UnitedHealth earnings: Analysts see conservative guidance, clean quarter ahead

UnitedHealth Group (NYSE: UNH) reports first-quarter 2026 earnings on Tuesday, with analysts at Raymond James and Morgan Stanley both expecting a solid print driven by controlled medical cost trends and conservative guidance from new management.

Raymond James analyst John Ransom said channel checks are "flashing green" for the quarter, citing muted January-February hospital survey data, weather-related utilization delays, a soft flu season and... More

Nephron Assumes UnitedHealth Group (UNH) at Buy

Nephron analyst Eric Percher assumes coverage on UnitedHealth Group (NYSE: UNH) with a Buy rating and a price target of $360.00.

For an analyst ratings summary and ratings history on UnitedHealth Group click here. For more ratings news on UnitedHealth Group click here.

Shares of UnitedHealth Group closed at $324.63 yesterday.

UnitedHealthcare cuts prior authorizations for rural providers

UnitedHealthcare announced it will eliminate most medical prior authorization requirements for rural providers and accelerate payments to approximately 1,500 rural hospitals nationwide by fall 2026.

The insurer said it will exempt rural providers from most medical prior authorization requirements across all lines of business. The changes will apply to roughly 1,500 rural hospitals, including all Critical Access Hospitals,... More

Piper Sandler on UnitedHealth Group (UNH): 'We would continue to be buyers of multi-year turnarounds'

Piper Sandler analyst Jessica Tassan reiterated an Overweight rating and $399.00 price target on UnitedHealth Group (NYSE: UNH).

The analyst comments "We tweak CY26E Optum Health Operating Income seasonality ahead of tomorrow's print. We believe our adjusted EPS cadence is consistent with the... More

UnitedHealth Group (UNH) call put ratio 1.3 calls to 1 put into quarter results

UnitedHealth Group (NYSE: UNH) April 24 call option implied volatility is at 73, May is at 39; compared to its 52-week range of 29 to 75. Call put ratio 1.3 calls to 1 put into the expected release of quarter results before the bell on April 21.

Wolfe Research sees managed care companies underearning targets by up to 400%

Wolfe Research sees managed care companies underearning targets by up to 400%.

Investing.com -- Wolfe Research said Monday that managed care... More

UnitedHealth Group (UNH) call put ratio 2.7 calls to 1 put into quarter results

UnitedHealth Group (NYSE: UNH) April 24 weekly 325 straddle is priced for a move of 6.5%. Call put ratio 2.7 calls to 1 put into the expected release of quarter results before the bell on April 21.