What is Erste Group Bank’s Estimate for UNH FY2027 Earnings?

UnitedHealth Group Incorporated (NYSE:UNH) – Research analysts at Erste Group Bank increased their FY2027 earnings per share (EPS) estimates for UnitedHealth Group in a report released on Friday, September 18th. Erste Group Bank analyst H. Engel now forecasts that the healthcare conglomerate will post earnings per share of $22.51 for the year, up from their prior estimate of $22.45. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for UnitedHealth Group’s current full-year earnings is $19.85 per share.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same period in the previous year, the business earned $4.08 earnings per share. The firm’s revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS.

A number of other equities analysts have also recently weighed in on UNH. Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. Zacks Research cut shares of UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 14th. Weiss Ratings downgraded UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. TD Cowen upped their price target on shares of UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. Finally, Royal Bank Of Canada boosted their price objective on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $456.56.

UnitedHealth Group Stock Up 0.3%

Shares of NYSE:UNH opened at $377.90 on Monday. The firm has a fifty day moving average of $402.72 and a 200 day moving average of $372.13. UnitedHealth Group has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The firm has a market capitalization of $339.20 billion, a PE ratio of 24.32, a price-to-earnings-growth ratio of 1.42 and a beta of 0.61.

Institutional Trading of UnitedHealth Group

A number of large investors have recently made changes to their positions in UNH. PBCay One RSC Ltd purchased a new stake in shares of UnitedHealth Group during the first quarter valued at $14,343,000. Lee Johnson Capital Management LLC purchased a new position in UnitedHealth Group in the 2nd quarter worth $6,180,000. Kinsale Capital Group Inc. increased its holdings in shares of UnitedHealth Group by 13.4% in the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after purchasing an additional 4,557 shares during the period. Vaughan David Investments LLC IL lifted its holdings in shares of UnitedHealth Group by 2.7% during the fourth quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock worth $49,772,000 after purchasing an additional 3,934 shares during the period. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. increased its holdings in UnitedHealth Group by 1,287.2% in the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock worth $16,241,000 after buying an additional 55,695 shares during the period. 87.86% of the stock is currently owned by institutional investors.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. The trade was a 7.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.19% of the stock is currently owned by insiders.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be issued a dividend of $2.32 per share. The ex-dividend date is Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.5%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.

About UnitedHealth Group

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.