Leerink Partnrs Issues Negative Estimate for UNH Earnings

UnitedHealth Group Incorporated (NYSE:UNH) – Investment analysts at Leerink Partnrs cut their Q2 2025 earnings per share (EPS) estimates for shares of UnitedHealth Group in a research note issued on Tuesday, May 13th. Leerink Partnrs analyst W. Mayo now anticipates that the healthcare conglomerate will post earnings of $5.24 per share for the quarter, down from their previous estimate of $6.33. The consensus estimate for UnitedHealth Group’s current full-year earnings is $29.54 per share. Leerink Partnrs also issued estimates for UnitedHealth Group’s Q3 2025 earnings at $5.44 EPS, Q4 2025 earnings at $5.26 EPS, FY2025 earnings at $23.15 EPS, Q2 2026 earnings at $6.22 EPS, Q3 2026 earnings at $6.33 EPS, Q4 2026 earnings at $6.09 EPS, FY2026 earnings at $26.36 EPS, FY2027 earnings at $30.11 EPS, FY2028 earnings at $34.23 EPS and FY2029 earnings at $38.94 EPS.

A number of other brokerages have also recently issued reports on UNH. Argus cut UnitedHealth Group from a “buy” rating to a “hold” rating in a research note on Monday, April 21st. Raymond James cut UnitedHealth Group from a “strong-buy” rating to a “market perform” rating in a research note on Wednesday. Hsbc Global Res cut UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 22nd. StockNews.com raised UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Thursday, January 23rd. Finally, Morgan Stanley decreased their target price on UnitedHealth Group from $563.00 to $374.00 and set an “overweight” rating on the stock in a report on Wednesday. Six analysts have rated the stock with a hold rating, eighteen have assigned a buy rating and one has given a strong buy rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $508.38.

UnitedHealth Group Trading Down 11.1%

NYSE UNH opened at $273.96 on Friday. The stock has a market capitalization of $248.52 billion, a price-to-earnings ratio of 17.67, a PEG ratio of 1.37 and a beta of 0.56. The stock’s 50 day moving average price is $474.72 and its two-hundred day moving average price is $515.82. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.91 and a current ratio of 0.83. UnitedHealth Group has a 52 week low of $248.88 and a 52 week high of $630.73.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Thursday, April 17th. The healthcare conglomerate reported $7.20 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.29 by ($0.09). UnitedHealth Group had a net margin of 3.60% and a return on equity of 26.69%. The business had revenue of $109.58 billion during the quarter, compared to analyst estimates of $111.56 billion. During the same quarter in the prior year, the firm posted $6.91 earnings per share.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 18th. Shareholders of record on Monday, March 10th were paid a $2.10 dividend. The ex-dividend date was Monday, March 10th. This represents a $8.40 annualized dividend and a dividend yield of 3.07%. UnitedHealth Group’s payout ratio is presently 35.18%.

Institutional Trading of UnitedHealth Group

Several hedge funds have recently made changes to their positions in UNH. Waycross Partners LLC grew its position in UnitedHealth Group by 2.4% during the fourth quarter. Waycross Partners LLC now owns 27,794 shares of the healthcare conglomerate’s stock worth $14,060,000 after buying an additional 658 shares in the last quarter. Full Sail Capital LLC grew its position in UnitedHealth Group by 2.1% during the fourth quarter. Full Sail Capital LLC now owns 1,612 shares of the healthcare conglomerate’s stock worth $815,000 after buying an additional 33 shares in the last quarter. Lmcg Investments LLC grew its position in UnitedHealth Group by 11.8% during the fourth quarter. Lmcg Investments LLC now owns 37,974 shares of the healthcare conglomerate’s stock worth $19,210,000 after buying an additional 4,022 shares in the last quarter. Seilern Investment Management Ltd purchased a new position in UnitedHealth Group during the fourth quarter worth about $153,015,000. Finally, Oregon Pacific Wealth Management LLC purchased a new position in UnitedHealth Group during the fourth quarter worth about $424,000. 87.86% of the stock is currently owned by institutional investors.

About UnitedHealth Group

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.