UnitedHealth Q3 revenue beats; raises profit forecast
UnitedHealth Q3 revenue beats; raises profit forecast
Overview
US health insurer's Q3 revenue beat analyst expectations
Company updated full-year 2026 adjusted EPS outlook
Outlook
UnitedHealth raises 2026 adjusted EPS outlook to at least $20.50
Company now sees 2026 EPS of at least $19.50
UnitedHealth continues to target year-end debt-to-capital ratio of about 40%
Result Drivers
MEDICAL COST MANAGEMENT - Co said lower medical care ratio was driven by medical cost management, benefit design changes, pricing discipline and care delivery enhancements
OPERATING EFFICIENCIES - Co attributed improved operating cost ratio to realized efficiencies and ongoing investments in technology, processes and people
OPTUM HEALTH DECLINE - Optum Health revenue fell due to fewer value-based care patients in certain markets
Company press release: ID:nBw8djWPMa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $112.70 bln | $111.40 bln (20 Analysts) |
Q3 Operating Cash Flow |
| $5.10 bln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 23 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the managed healthcare peer group is "buy"
Wall Street's median 12-month price target for UnitedHealth Group Incorporated is $483.82, about 27.8% above its October 12 closing price of $378.52
The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 21 three months ago
Reuters Recommended Reads
Oct 13 - UnitedHealth Group raises profit forecast on third-quarter earnings beat
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)