UnitedHealth Stock News

The futures are trading higher this morning after another stellar day across Wall Street on Tuesday, as all the major indices once again ended higher and continue to print new all-time highs.

If UnitedHealth Group's NYSE: UNH stock price implosion was driven by margin, earnings, and capital return concerns, the Q3 results put them to rest.

UnitedHealth Group has outperformed the S&P 500 since my previous Buy and Strong Buy ratings, delivering 33% and 41% total returns. Following Q3 FY2025 earnings review, UNH remains the most expensive among peers ELV, CNC, and MOH based on valuation multiples. Despite strong long-term fundamentals, current risks include elevated medical costs, potential for lower earnings, and risk of multiple c...

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...