FY2027 EPS Forecast for UnitedHealth Group Raised by Analyst

UnitedHealth Group Incorporated (NYSE:UNH) – Analysts at Erste Group Bank raised their FY2027 earnings estimates for shares of UnitedHealth Group in a research report issued to clients and investors on Friday, June 5th. Erste Group Bank analyst H. Engel now forecasts that the healthcare conglomerate will post earnings of $20.75 per share for the year, up from their previous estimate of $20.70. Erste Group Bank currently has a “Buy” rating on the stock. The consensus estimate for UnitedHealth Group’s current full-year earnings is $18.32 per share.

Other research analysts have also recently issued reports about the company. Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target for the company in a report on Wednesday, April 22nd. Wells Fargo & Company boosted their price objective on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Leerink Partners boosted their price objective on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. JPMorgan Chase & Co. boosted their price objective on UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a report on Monday. Finally, Jefferies Financial Group boosted their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a report on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $407.17.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $407.80 on Thursday. The stock has a 50-day simple moving average of $356.88 and a 200 day simple moving average of $325.67. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group has a 12-month low of $234.60 and a 12-month high of $415.98. The stock has a market capitalization of $370.34 billion, a price-to-earnings ratio of 30.80, a P/E/G ratio of 1.66 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the previous year, the company earned $7.20 EPS. The firm’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS.

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be given a $2.32 dividend. The ex-dividend date is Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is presently 66.77%.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.28% of the company’s stock.

Hedge Funds Weigh In On UnitedHealth Group

A number of large investors have recently bought and sold shares of UNH. Brighton Jones LLC raised its stake in shares of UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after purchasing an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth approximately $340,000. Flow Traders U.S. LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth approximately $356,000. Finally, Jump Financial LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth approximately $377,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth Group to $460 from $440 and reiterated an Outperform rating, citing an improving managed care outlook. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
• Positive Sentiment: Brokerage sentiment remains favorable, with UnitedHealth Group carrying a consensus “Moderate Buy” rating. UnitedHealth Group Incorporated (NYSE:UNH) Given Consensus Rating of “Moderate Buy” by Brokerages
• Positive Sentiment: Investors are rotating toward healthcare as a defensive sector while tech stocks weaken, which has lifted interest in UNH and other large-cap health insurers. As Tech Stocks Slide, The Healthcare Sector Shines. Why Some Experts Say They Like This Defensive Play
• Neutral Sentiment: Zacks highlighted UNH as a top-ranked momentum stock, reinforcing the bullish technical setup, but this was more of a screening note than a company-specific catalyst. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?
• Neutral Sentiment: Several articles pointed to UNH hitting or approaching 52-week highs, indicating strong recent momentum, though that can also lead to short-term pullbacks as traders lock in gains. UnitedHealth, Applied Materials, Citigroup Stocks Surged To 52-Week Highs Today: What Drove The Uptick?
• Negative Sentiment: After the recent rally, UNH has seen some consolidation and a modest pullback as investors digest gains, which is likely contributing to the stock’s softer tone today. UnitedHealth Group (UNH) Stock Moves -1.28%: What You Should Know

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.