UnitedHealth Stock News

UnitedHealth Group is rated a cautious Buy following a solid Q3 earnings beat and signs of operational recovery. UNH's Q3 results showed 12% YoY revenue growth, and EPS guidance for 2025 was slightly above consensus. Despite ongoing cost pressures and regulatory risks, UNH offers a potential IRR of ~10% at current prices, though the margin of safety has narrowed.

UnitedHealth Group says tech investments are key to its ongoing turnaround strategy. The insurer announced quarterly earnings Tuesday (Oct. 28) showing consolidated revenues of $113.2 billion, a 12% increase year over year.

UnitedHealthcare, the nation's largest health insurer, said rate increases of more than 25% and “targeted service area” reductions could reduce its Obamacare customer base by about “two-thirds.”

UnitedHealth delivered a Q3 double beat and raised full-year guidance, signaling improving cost efficiency despite ongoing sector-wide margin pressures. UNH remains undervalued due to sector headwinds and lack of AI narrative, yet its scale, pricing power, and resilient business model offer long-term upside. Optum's restructuring and disciplined capital management position UNH for margin restor...

UnitedHealth Group Incorporated delivered strong Q3 results, beating both revenue and earnings estimates and raising guidance, signaling a potential turnaround. UNH reported 12% year-over-year revenue growth and a 4% earnings per share beat, reversing a trend of recent estimate misses. The stock has outperformed the market recently, returning 22% in under three months compared to the S&P 500's ...

UnitedHealth on Tuesday raised its annual profit forecast and said it aims to grow in 2026, in a sign that the turnaround efforts under new CEO Stephen Hemsley were gaining steam.

America's biggest insurer is showing some signs of improvement in the health of its business, after a series of setbacks.