Q2 EPS Estimate for UnitedHealth Group Boosted by Analyst

UnitedHealth Group Incorporated (NYSE:UNH) – Equities research analysts at Leerink Partnrs increased their Q2 2025 earnings per share estimates for shares of UnitedHealth Group in a research note issued on Monday, January 13th. Leerink Partnrs analyst W. Mayo now forecasts that the healthcare conglomerate will post earnings of $7.51 per share for the quarter, up from their previous forecast of $7.47. The consensus estimate for UnitedHealth Group’s current full-year earnings is $27.60 per share. Leerink Partnrs also issued estimates for UnitedHealth Group’s Q3 2025 earnings at $7.61 EPS.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, October 15th. The healthcare conglomerate reported $7.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.00 by $0.15. The firm had revenue of $100.82 billion for the quarter, compared to analysts’ expectations of $99.14 billion. UnitedHealth Group had a net margin of 3.63% and a return on equity of 26.37%. The firm’s quarterly revenue was up 9.2% on a year-over-year basis. During the same period in the prior year, the company posted $6.56 earnings per share.

A number of other research firms also recently commented on UNH. Hsbc Global Res raised UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Friday, January 10th. Bank of America decreased their price objective on shares of UnitedHealth Group from $675.00 to $650.00 and set a “buy” rating for the company in a report on Wednesday, October 16th. KeyCorp assumed coverage on shares of UnitedHealth Group in a research report on Friday, October 11th. They issued an “overweight” rating and a $675.00 price target on the stock. HSBC upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $595.00 price objective on the stock in a research note on Friday, January 10th. Finally, Royal Bank of Canada lowered their target price on UnitedHealth Group from $615.00 to $595.00 and set an “outperform” rating for the company in a report on Wednesday, October 16th. Two research analysts have rated the stock with a hold rating, eighteen have issued a buy rating and three have given a strong buy rating to the stock. According to data from MarketBeat, UnitedHealth Group has an average rating of “Buy” and an average price target of $626.79.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $543.21 on Thursday. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.91 and a current ratio of 0.91. The firm has a market cap of $499.91 billion, a PE ratio of 35.39, a price-to-earnings-growth ratio of 1.42 and a beta of 0.62. UnitedHealth Group has a 1 year low of $436.38 and a 1 year high of $630.73. The firm’s 50-day simple moving average is $554.45 and its 200-day simple moving average is $563.12.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. State Street Corp increased its position in shares of UnitedHealth Group by 1.3% during the 3rd quarter. State Street Corp now owns 45,540,102 shares of the healthcare conglomerate’s stock valued at $26,626,387,000 after purchasing an additional 563,554 shares during the period. Geode Capital Management LLC grew its holdings in UnitedHealth Group by 1.6% during the third quarter. Geode Capital Management LLC now owns 19,636,704 shares of the healthcare conglomerate’s stock worth $11,440,133,000 after acquiring an additional 318,039 shares during the period. Franklin Resources Inc. boosted its position in shares of UnitedHealth Group by 2.5% during the 3rd quarter. Franklin Resources Inc. now owns 8,061,916 shares of the healthcare conglomerate’s stock valued at $4,884,019,000 after purchasing an additional 193,800 shares in the last quarter. International Assets Investment Management LLC raised its holdings in shares of UnitedHealth Group by 78,814.4% in the 3rd quarter. International Assets Investment Management LLC now owns 5,296,737 shares of the healthcare conglomerate’s stock worth $3,096,896,000 after purchasing an additional 5,290,025 shares in the last quarter. Finally, Ameriprise Financial Inc. boosted its holdings in UnitedHealth Group by 0.6% during the second quarter. Ameriprise Financial Inc. now owns 3,772,487 shares of the healthcare conglomerate’s stock worth $1,920,039,000 after buying an additional 21,149 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 17th. Shareholders of record on Monday, December 9th were given a dividend of $2.10 per share. The ex-dividend date was Monday, December 9th. This represents a $8.40 dividend on an annualized basis and a dividend yield of 1.55%. UnitedHealth Group’s dividend payout ratio (DPR) is 54.72%.

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.