Leerink Partnrs Analysts Lift Earnings Estimates for UNH

UnitedHealth Group Incorporated (NYSE:UNH) – Equities research analysts at Leerink Partnrs raised their Q2 2025 EPS estimates for shares of UnitedHealth Group in a note issued to investors 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 estimate 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.

UNH has been the subject of several other research reports. UBS Group dropped their price objective on shares of UnitedHealth Group from $680.00 to $650.00 and set a “buy” rating for the company in a research note on Wednesday, October 16th. Deutsche Bank Aktiengesellschaft boosted their price objective on UnitedHealth Group from $595.00 to $625.00 and gave the stock a “buy” rating in a research report on Tuesday, December 3rd. TD Cowen lifted their price target on UnitedHealth Group from $601.00 to $609.00 and gave the company a “buy” rating in a research note on Friday, October 18th. Barclays upped their price objective on UnitedHealth Group from $603.00 to $655.00 and gave the company an “overweight” rating in a research note on Wednesday, November 27th. Finally, Bank of America reduced their target price on shares of UnitedHealth Group from $675.00 to $650.00 and set a “buy” rating on the stock in a report on Wednesday, October 16th. Two research analysts have rated the stock with a hold rating, eighteen have given a buy rating and three have assigned a strong buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $626.79.

UnitedHealth Group Stock Down 6.0 %

Shares of NYSE UNH opened at $511.02 on Thursday. The company has a market cap of $470.28 billion, a price-to-earnings ratio of 33.29, a PEG ratio of 1.42 and a beta of 0.62. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 0.74. The stock has a 50-day moving average price of $553.38 and a two-hundred day moving average price of $562.98. UnitedHealth Group has a 12 month low of $436.38 and a 12 month high of $630.73.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Thursday, January 16th. The healthcare conglomerate reported $6.81 earnings per share for the quarter, topping the consensus estimate of $6.74 by $0.07. UnitedHealth Group had a return on equity of 26.37% and a net margin of 3.63%. The firm had revenue of $100.81 billion during the quarter, compared to analysts’ expectations of $101.60 billion. During the same period in the prior year, the company earned $5.83 earnings per share. The company’s quarterly revenue was up 6.8% on a year-over-year basis.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 17th. Stockholders of record on Monday, December 9th were given a dividend of $2.10 per share. This represents a $8.40 annualized dividend and a dividend yield of 1.64%. The ex-dividend date was Monday, December 9th. UnitedHealth Group’s dividend payout ratio (DPR) is 54.72%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. International Assets Investment Management LLC grew its stake 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 valued at $3,096,896,000 after buying an additional 5,290,025 shares during the period. Lone Pine Capital LLC bought a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $480,903,000. Accredited Investors Inc. lifted its holdings in shares of UnitedHealth Group by 9,235.4% in the 3rd quarter. Accredited Investors Inc. now owns 784,924 shares of the healthcare conglomerate’s stock worth $458,929,000 after purchasing an additional 776,516 shares in the last quarter. Raymond James & Associates increased its stake in UnitedHealth Group by 33.1% during the 3rd quarter. Raymond James & Associates now owns 2,361,396 shares of the healthcare conglomerate’s stock valued at $1,380,661,000 after purchasing an additional 587,088 shares in the last quarter. Finally, Caisse DE Depot ET Placement DU Quebec lifted its stake in shares of UnitedHealth Group by 129.7% in the third quarter. Caisse DE Depot ET Placement DU Quebec now owns 1,029,540 shares of the healthcare conglomerate’s stock valued at $601,951,000 after buying an additional 581,324 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

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.