A $1 billion foundation commitment backs rural, maternal and behavioral health

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.

UnitedHealth Group's shares rose 3% premarket after Q3 earnings of $4.69 per share beat estimates. Revenue was $112.7B, down 0.4% YoY. The company raised its 2026 EPS forecast to $20.50. Mizuho kept an Outperform rating and $493 target, citing medical cost improvements and membership challenges.

UnitedHealth (UNH) reported Q3 2026 adjusted EPS of $4.69, beating estimates and raising its full-year guidance to at least $20.50. Revenue was $112.69 bn, slightly down YoY. The medical care ratio improved to 88.4%. Analysts' average price target is $480.60, suggesting 25% upside. Management hinted at 2027 earnings growth exceeding expectations.

UnitedHealth (UNH) shares rose 3.9% premarket after Q3 2026 earnings beat expectations, with revenues of $112.7B and adjusted EPS of $4.69. The company raised its full-year adjusted EPS outlook to at least $20.50. Shares later cooled to $375.14, down 0.8% from the previous close. UNH is up 11.5% YTD but still 14% below its 52-week high.

UnitedHealth Group (UNH) shares rose 4% in premarket trading after Q3 earnings beat estimates and raised full-year earnings guidance to at least $20.50 per share, above consensus. The company offers a 2.33% dividend yield with a 58% payout ratio and a 10.9% 3-year dividend growth rate. UNH's GF Score is 81, indicating strong fundamentals, particularly in momentum and profitability.

UnitedHealth Group (UNH) raised its 2026 earnings outlook to at least $20.50 per share after Q3 operating profit rose 52% to $6.6B, driven by lower medical costs. Revenue fell 0.4% to $112.7B, while net earnings doubled to $4.1B. Optum's earnings improved, but revenue declined 10% due to fewer patients.