UnitedHealth Group (UNH) to Release Earnings on Tuesday

UnitedHealth Group (NYSE:UNH) will likely be posting its Q1 2026 results before the market opens on Tuesday, April 21st. Analysts expect UnitedHealth Group to post earnings of $6.76 per share and revenue of $109.8394 billion for the quarter. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Individuals may visit the the company’s upcoming Q1 2026 earning results page for the latest details on the call scheduled for Tuesday, April 21, 2026 at 8:00 AM ET.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business had revenue of $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. During the same quarter last year, the business earned $6.81 earnings per share. The business’s revenue for the quarter was up 12.3% on a year-over-year basis. On average, analysts expect UnitedHealth Group to post $30 EPS for the current fiscal year and $33 EPS for the next fiscal year.

UnitedHealth Group Price Performance

NYSE UNH opened at $324.08 on Friday. UnitedHealth Group has a 12 month low of $234.60 and a 12 month high of $453.50. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The firm has a market capitalization of $294.16 billion, a PE ratio of 24.57, a P/E/G ratio of 1.46 and a beta of 0.40. The company’s 50 day simple moving average is $286.84 and its 200 day simple moving average is $317.36.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 67.02%.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of research reports. Barclays reduced their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. UBS Group reduced their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Sanford C. Bernstein raised their target price on shares of UnitedHealth Group from $405.00 to $411.00 and gave the stock an “outperform” rating in a report on Tuesday, April 7th. Finally, HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price for the company in a report on Tuesday, April 7th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $363.42.

Key Headlines Impacting UnitedHealth Group

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: Analysts and bulls point to a better-than-feared Medicare Advantage outlook — the final 2027 CMS MA rate (reported at ~2.48% in coverage) is seen as adding roughly $1B of incremental operating profit and supporting a margin recovery that could re-rate the stock. Buy Before Earnings
• Positive Sentiment: Technical/bull commentary suggests UNH is set to challenge resistance around $360, which can attract momentum traders ahead of earnings. Poised To Challenge $360
• Neutral Sentiment: Market positioning ahead of Tuesday’s pre-market Q1 release: traders are pricing a meaningful post-earnings move and the possibility UNH returns to YTD gains if results beat expectations. Expected Move After Earnings
• Neutral Sentiment: Multiple earnings previews (Yahoo Finance, Zacks) flag mixed Q1 signals: rising costs and modest membership headwinds could pressure margins, but services revenue growth and steady insurance operating income may allow an earnings beat — a classic near-term uncertainty around the print. Is It Time To Reassess?
• Neutral Sentiment: UnitedHealthcare’s community program backing a housing fund is positive for ESG/community reputation but likely immaterial to near-term valuation. Seabury Housing Stabilization Fund
• Negative Sentiment: Regulatory risk persists: the government’s delay of a MA payment overhaul “postpones the pain” but keeps uncertainty around future MA profitability and valuation — commentary warns investors betting on a swift return to rich margins may be disappointed. A UnitedHealth Reckoning Still Looms

Institutional Investors Weigh In On UnitedHealth Group

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Caitlin John LLC lifted its position in UnitedHealth Group by 3.9% in the 4th quarter. Caitlin John LLC now owns 1,064 shares of the healthcare conglomerate’s stock worth $351,000 after buying an additional 40 shares in the last quarter. Riggs Asset Managment Co. Inc. lifted its position in UnitedHealth Group by 69.4% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after buying an additional 43 shares in the last quarter. Riverwater Partners LLC lifted its position in UnitedHealth Group by 1.9% in the 4th quarter. Riverwater Partners LLC now owns 2,458 shares of the healthcare conglomerate’s stock worth $811,000 after buying an additional 45 shares in the last quarter. Safeguard Investment Advisory Group LLC lifted its position in UnitedHealth Group by 1.2% in the 4th quarter. Safeguard Investment Advisory Group LLC now owns 3,822 shares of the healthcare conglomerate’s stock worth $1,262,000 after buying an additional 45 shares in the last quarter. Finally, Sittner & Nelson LLC lifted its position in UnitedHealth Group by 7.2% in the 3rd quarter. Sittner & Nelson LLC now owns 682 shares of the healthcare conglomerate’s stock worth $236,000 after buying an additional 46 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Company Profile

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.