UnitedHealth Group (NYSE:UNH) Posts Quarterly Earnings Results

UnitedHealth Group (NYSE:UNH) posted its earnings results on Thursday. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.87 by $1.51, FiscalAI reports. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same period in the previous year, the company earned $4.08 EPS. The company’s revenue for the quarter was up .4% compared to the same quarter last year. UnitedHealth Group updated its FY 2026 guidance to 19.500-20.000 EPS.

UnitedHealth Group Price Performance

NYSE:UNH opened at $417.33 on Thursday. The firm’s fifty day moving average price is $402.80 and its two-hundred day moving average price is $341.04. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The company has a market cap of $378.99 billion, a P/E ratio of 31.52, a P/E/G ratio of 1.70 and a beta of 0.62. UnitedHealth Group has a one year low of $234.60 and a one year high of $434.30.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 70.09%.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the company’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 transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.28% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On UnitedHealth Group

Several institutional investors and hedge funds have recently modified their holdings of the business. Brighton Jones LLC boosted its holdings in UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after buying an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $340,000. Flow Traders U.S. LLC bought a new stake in UnitedHealth Group during the second quarter worth about $356,000. Finally, Jump Financial LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth approximately $377,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. UBS Group boosted their price objective on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. HC Wainwright set a $492.00 price objective on shares of UnitedHealth Group in a research report on Wednesday, May 27th. Mizuho increased their target price on UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a report on Monday, June 8th. Robert W. Baird boosted their price target on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a report on Wednesday, April 22nd. Finally, Truist Financial increased their price objective on UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a report on Tuesday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus price target of $429.50.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth beat Q2 expectations, reporting EPS of $6.38 versus estimates around $4.87-$4.94 and revenue of $112.03 billion, topping forecasts. UnitedHealth Group Reports Second Quarter 2026 Results
• Positive Sentiment: The company raised its 2026 adjusted EPS guidance to $19.50-$20.00, above prior outlook and Wall Street expectations, signaling improving profitability. UnitedHealth Group Reports Second Quarter 2026 Results
• Positive Sentiment: UnitedHealth said medical costs are easing and Optum operating income is improving, which supports the turnaround thesis and helps explain the stock’s premarket strength. Reuters article on higher forecast
• Positive Sentiment: The company also said it remains on track to repurchase at least $5 billion of stock in 2026, adding another shareholder-return tailwind. RTT News article on strong profit and outlook
• Neutral Sentiment: Broader market headlines noted weakness in the AI trade and mixed futures, but UNH’s move appears driven mainly by its own earnings beat and guidance increase rather than sector-wide momentum. Nasdaq Futures Fall as AI Trade Loses Steam

About UnitedHealth Group

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.