Q2 EPS Estimate for UnitedHealth Group Increased by Analyst

UnitedHealth Group Incorporated (NYSE:UNH) – Investment analysts at Zacks Research boosted their Q2 2025 earnings estimates for UnitedHealth Group in a report issued on Thursday, January 30th. Zacks Research analyst D. Chatterjee now expects that the healthcare conglomerate will post earnings of $7.33 per share for the quarter, up from their previous forecast of $7.00. The consensus estimate for UnitedHealth Group’s current full-year earnings is $29.63 per share. Zacks Research also issued estimates for UnitedHealth Group’s FY2025 earnings at $29.54 EPS, Q1 2026 earnings at $7.24 EPS, Q2 2026 earnings at $7.62 EPS, FY2026 earnings at $33.39 EPS and FY2027 earnings at $37.72 EPS.

Several other research firms have also commented on UNH. Piper Sandler lowered their price objective on shares of UnitedHealth Group from $605.00 to $600.00 and set an “overweight” rating for the company in a research report on Thursday, January 2nd. Stephens lifted their price objective on shares of UnitedHealth Group from $605.00 to $675.00 and gave the company an “overweight” rating in a research note on Thursday, December 5th. UBS Group cut their price target on shares of UnitedHealth Group from $680.00 to $650.00 and set a “buy” rating for the company in a report on Wednesday, October 16th. Oppenheimer boosted their price target on shares of UnitedHealth Group from $610.00 to $640.00 and gave the company an “outperform” rating in a research report on Friday, December 6th. Finally, Bank of America reduced their price target on shares of UnitedHealth Group from $675.00 to $650.00 and set a “buy” rating on the stock in a research report on Wednesday, October 16th. One investment analyst has rated the stock with a hold rating, twenty have given a buy rating and two have issued a strong buy rating to the stock. According to MarketBeat, the stock has an average rating of “Buy” and an average price target of $629.32.

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $548.65 on Monday. The firm has a fifty day moving average price of $536.17 and a 200-day moving average price of $565.20. The company has a debt-to-equity ratio of 0.74, a current ratio of 0.83 and a quick ratio of 0.91. The stock has a market cap of $504.91 billion, a PE ratio of 35.40, a price-to-earnings-growth ratio of 1.48 and a beta of 0.61. UnitedHealth Group has a 1 year low of $436.38 and a 1 year high of $630.73.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Thursday, January 16th. The healthcare conglomerate reported $6.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.74 by $0.07. The company had revenue of $100.81 billion during the quarter, compared to the consensus estimate of $101.60 billion. UnitedHealth Group had a net margin of 3.60% and a return on equity of 26.69%. The firm’s revenue was up 6.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.83 EPS.

Hedge Funds Weigh In On UnitedHealth Group

Several institutional investors have recently bought and sold shares of the stock. First Horizon Advisors Inc. grew its holdings in shares of UnitedHealth Group by 3.0% in the fourth quarter. First Horizon Advisors Inc. now owns 6,652 shares of the healthcare conglomerate’s stock worth $3,365,000 after purchasing an additional 194 shares during the last quarter. Capital City Trust Co. FL raised its position in UnitedHealth Group by 4.6% during the fourth quarter. Capital City Trust Co. FL now owns 8,067 shares of the healthcare conglomerate’s stock valued at $4,081,000 after acquiring an additional 355 shares in the last quarter. 44 Wealth Management LLC boosted its position in shares of UnitedHealth Group by 1.6% during the fourth quarter. 44 Wealth Management LLC now owns 1,309 shares of the healthcare conglomerate’s stock worth $662,000 after buying an additional 21 shares during the period. Prentice Wealth Management LLC lifted its stake in UnitedHealth Group by 0.8% in the fourth quarter. Prentice Wealth Management LLC now owns 2,527 shares of the healthcare conglomerate’s stock valued at $1,278,000 after buying an additional 21 shares during the last quarter. Finally, Deseret Mutual Benefit Administrators raised its position in UnitedHealth Group by 2.7% in the 4th quarter. Deseret Mutual Benefit Administrators now owns 1,029 shares of the healthcare conglomerate’s stock valued at $521,000 after purchasing an additional 27 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Timothy Patrick Flynn purchased 1,000 shares of the business’s stock in a transaction on Friday, January 17th. The stock was acquired at an average cost of $511.57 per share, for a total transaction of $511,570.00. Following the purchase, the director now directly owns 4,500 shares in the company, valued at $2,302,065. This trade represents a 28.57 % increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.33% of the company’s stock.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 17th. Investors of record on Monday, December 9th were given a dividend of $2.10 per share. This represents a $8.40 annualized dividend and a dividend yield of 1.53%. The ex-dividend date was Monday, December 9th. UnitedHealth Group’s dividend payout ratio is currently 54.19%.

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.