UnitedHealth Analysts Increase Their Forecasts After Better-Than-Expected Q2 Results

UnitedHealth Group Inc. (NYSE:UNH) on Thursday reported better-than-expected second-quarter results and raised its full-year 2026 earnings guidance.

Adjusted earnings came in at $6.38 per share, topping the analyst consensus estimate of $4.86. Revenue increased to $112.03 billion from $111.62 billion a year earlier and exceeded Wall Street expectations of $110.83 billion. GAAP earnings were $6.04 per share.

“Our results and outlook reflect the continuing progress in our work to simplify how we operate, improve both affordability and the health care experience for patients and care providers and apply modern technology to create real improvement for people,” said Stephen Hemsley, chief executive officer of UnitedHealth Group.

UnitedHealth shares gained 1.3% to trade at $428.75 on Friday.

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

• UBS analyst A.J. Rice maintained the stock with a Buy and raised the price target from $460 to $490.
• RBC Capital analyst Ben Hendrix maintained UnitedHealth with an Outperform rating and boosted the price target from $463 to $478.
• Truist Securities analyst David Macdonald maintained the stock with a Buy and raised the price target from $480 to $500.

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

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