Zacks Research Has Negative Estimate for UNH FY2025 Earnings

UnitedHealth Group Incorporated (NYSE:UNH) – Stock analysts at Zacks Research lowered their FY2025 earnings per share estimates for shares of UnitedHealth Group in a research note issued to investors on Tuesday, November 11th. Zacks Research analyst Team now forecasts that the healthcare conglomerate will post earnings of $16.27 per share for the year, down from their prior forecast of $16.50. Zacks Research has a “Hold” rating on the stock. 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 Q4 2025 earnings at $2.07 EPS, Q1 2026 earnings at $5.67 EPS, Q3 2026 earnings at $3.79 EPS, Q4 2026 earnings at $3.75 EPS, FY2026 earnings at $17.57 EPS, Q1 2027 earnings at $6.31 EPS, Q3 2027 earnings at $3.94 EPS and FY2027 earnings at $19.41 EPS.

A number of other equities analysts also recently issued reports on UNH. Sanford C. Bernstein increased their price target on shares of UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a research note on Thursday, October 30th. Oppenheimer lowered their target price on UnitedHealth Group from $400.00 to $325.00 and set an “outperform” rating for the company in a research note on Wednesday, July 30th. JPMorgan Chase & Co. increased their price objective on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a report on Thursday, October 9th. The Goldman Sachs Group initiated coverage on shares of UnitedHealth Group in a research report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 target price on the stock. Finally, Truist Financial lifted their price target on shares of UnitedHealth Group from $310.00 to $365.00 and gave the company a “buy” rating in a research report on Tuesday, September 9th. Eighteen equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average target price of $397.12.

UnitedHealth Group Stock Up 3.6%

Shares of UnitedHealth Group stock opened at $339.18 on Thursday. The company’s fifty day simple moving average is $347.08 and its two-hundred day simple moving average is $320.66. UnitedHealth Group has a 12-month low of $234.60 and a 12-month high of $622.83. The company has a current ratio of 0.82, a quick ratio of 0.85 and a debt-to-equity ratio of 0.71. The company has a market cap of $307.25 billion, a P/E ratio of 17.70, a PEG ratio of 2.28 and a beta of 0.47.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, topping analysts’ consensus estimates of $2.87 by $0.05. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The firm had revenue of $113.16 billion for the quarter, compared to analyst estimates of $113.19 billion. During the same period last year, the company earned $7.15 EPS. The business’s quarterly revenue was up 12.2% compared to the same quarter last year.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. Caitlin John LLC boosted its position in shares of UnitedHealth Group by 14.8% during the 1st quarter. Caitlin John LLC now owns 862 shares of the healthcare conglomerate’s stock worth $451,000 after acquiring an additional 111 shares in the last quarter. Murphy Pohlad Asset Management LLC increased its stake in UnitedHealth Group by 21.8% in the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock valued at $1,380,000 after purchasing an additional 791 shares during the last quarter. Triumph Capital Management purchased a new stake in shares of UnitedHealth Group during the 2nd quarter worth approximately $1,324,000. Wealth Effects LLC grew its position in shares of UnitedHealth Group by 14.4% in the 2nd quarter. Wealth Effects LLC now owns 4,688 shares of the healthcare conglomerate’s stock valued at $1,463,000 after buying an additional 591 shares during the last quarter. Finally, Towercrest Capital Management purchased a new stake in UnitedHealth Group in the second quarter valued at $236,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 16th. Investors of record on Monday, December 8th will be given a dividend of $2.21 per share. The ex-dividend date of this dividend is Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 2.6%. UnitedHealth Group’s dividend payout ratio (DPR) is 46.14%.

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated operates as a diversified health care company in the United States. The company operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; health care coverage, and health and well-being services to individuals age 50 and older addressing their needs; Medicaid plans, children's health insurance and health care programs; and health and dental benefits, and hospital and clinical services, as well as health care benefits products and services to state programs caring for the economically disadvantaged, medically underserved, and those without the benefit of employer-funded health care coverage.