(UNH) UnitedHealth Expects 2026 Adjusted EPS At Least $20.50, vs. FactSet Est of $19.80

UnitedHealth Group (UNH) raised its full-year profit forecast to at least $20.50 per share, up from $19.50-$20, after Q3 earnings beat estimates. The stock initially jumped 5% but trimmed gains. The company is executing a turnaround plan. Year-to-date, the stock is up 14%. Berkshire Hathaway previously sold its stake in UNH.

UnitedHealth Group (UNH) shares rose 4% premarket after beating Q3 earnings estimates and raising its 2026 adjusted EPS outlook to $20.50, up from $19.50-$20. Q3 revenue was $112.7B, down 0.4% YoY but $1.21B above estimates. The medical care ratio improved to 88.4% from 89.9% due to cost initiatives and favorable reserve development. Optum Health revenue declined 10% YoY. Peers like Humana and CVS Health also saw share increases.

UnitedHealth Group reported flat net revenue but 61% adjusted EPS growth to $4.69, exceeding estimates. Management raised 2026 adjusted EPS guidance to at least $20.50. Medical insurance profits grew 49% YoY, and Optum Health's margin improved to 2.6%. Morningstar maintains a $475 fair value estimate, seeing shares as moderately undervalued.

Bumble (BMBL) agreed to a $1.3B takeover by Ithaca Holdings at $6.05/share, trading 1.77% below the offer. JPMorgan (JPM) reported earnings below estimates but shares rose. UnitedHealth (UNH) and Johnson & Johnson (JNJ) showed mixed reactions despite positive fundamentals. AI-related stocks fell due to competitive pressures.

UnitedHealth Group reported Q3 profit of $4B, exceeding expectations. Revenue was $1.2B higher than expected, and EPS beat by 55 cents. The company raised its full-year profit outlook. Revenue declined due to shedding unprofitable Medicare Advantage memberships. The stock was down about 1% in early trading.

UnitedHealth Group (UNH) reported Q3 earnings, highlighting improved Medicare and Medicaid performance. CEO Tim Noel noted Medicare Advantage margins are on track to meet 2026 targets, with growth in high-value plans. Medicaid margins are expected to improve, though costs remain elevated. Commercial costs are above expectations due to factors like the No Surprises Act. Optum saw growth in value-based care and pharmacy services, with AI investments driving future growth.