UnitedHealth Analysts Slash Their Forecasts Following Q3 Results

UnitedHealth Group Incorporated (NYSE:UNH) on Tuesday posted upbeat third-quarter results.

UnitedHealth Group reported quarterly earnings of $4.69 per share which beat the analyst consensus estimate of $4.15 per share. The company reported quarterly sales of $112.694 billion which beat the analyst consensus estimate of $111.403 billion.

UnitedHealth raised its full-year 2026 adjusted earnings guidance to at least $20.50 per share from its previous range of $19.50 to $20. The revised outlook exceeds the analyst consensus estimate of $19.86.

The company also increased its GAAP earnings forecast to at least $19.50 per share, up from its previous guidance of $18.45 to $18.95. Analysts had expected $18.35 per share.

“Our third quarter results reflect the discipline and execution our teams are bringing to every part of our business, as we continue evolving UnitedHealth Group to deliver a simpler, more supportive experience for patients and the clinicians who care for them,” said Stephen Hemsley, chief executive officer of UnitedHealth Group.

UnitedHealth shares gained 3% to trade at $389.04 on Wednesday.

These analysts made changes to their price targets on UnitedHealth following earnings announcement.

• Baird analyst Michael Ha maintained the stock with a Neutral and lowered the price target from $453 to $427.
• Barclays analyst Andrew Mok maintained the stock with an Overweight rating and cut the price target from $441 to $440.

Considering buying UNH stock? Here’s what analysts think:

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