Q2 EPS Estimate for UnitedHealth Group Lifted by Analyst

UnitedHealth Group Incorporated (NYSE:UNH) – Stock analysts at Zacks Research raised their Q2 2026 EPS estimates for UnitedHealth Group in a research report issued on Tuesday, February 10th. Zacks Research analyst Team now forecasts that the healthcare conglomerate will post earnings per share of $4.74 for the quarter, up from their previous estimate of $4.36. The consensus estimate for UnitedHealth Group’s current full-year earnings is $29.54 per share. Zacks Research also issued estimates for UnitedHealth Group’s Q3 2026 earnings at $3.48 EPS, Q1 2027 earnings at $6.70 EPS, Q2 2027 earnings at $4.98 EPS, Q4 2027 earnings at $3.92 EPS and FY2028 earnings at $22.68 EPS.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS.

Several other research analysts also recently commented on UNH. Jefferies Financial Group reduced their target price on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft downgraded shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective on the stock. in a report on Wednesday, October 29th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. UBS Group reduced their price objective on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Finally, KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Trading Down 1.0%

UnitedHealth Group stock opened at $273.00 on Wednesday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. The stock has a 50-day simple moving average of $323.87 and a 200 day simple moving average of $323.38. The stock has a market capitalization of $247.29 billion, a P/E ratio of 20.70, a PEG ratio of 1.27 and a beta of 0.41. UnitedHealth Group has a 52 week low of $234.60 and a 52 week high of $606.36.

Institutional Trading of UnitedHealth Group

A number of hedge funds have recently made changes to their positions in UNH. Guerra Advisors Inc bought a new position in shares of UnitedHealth Group in the 3rd quarter worth about $1,059,000. Berkshire Hathaway Inc bought a new stake in UnitedHealth Group in the second quarter worth approximately $1,572,193,000. Murphy Pohlad Asset Management LLC boosted its holdings in shares of UnitedHealth Group by 21.8% during the 2nd quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock worth $1,380,000 after buying an additional 791 shares in the last quarter. Carnegie Investment Counsel increased its stake in shares of UnitedHealth Group by 2.2% in the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock valued at $36,471,000 after acquiring an additional 2,316 shares in the last quarter. Finally, EverSource Wealth Advisors LLC boosted its stake in UnitedHealth Group by 48.9% during the second quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock worth $1,806,000 after acquiring an additional 1,901 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

About UnitedHealth Group

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.