UnitedHealth Group (UNH) Expected to Announce Earnings on Tuesday

UnitedHealth Group (NYSE:UNH) is expected to be posting its Q4 2025 results before the market opens on Tuesday, January 27th. Analysts expect UnitedHealth Group to post earnings of $2.09 per share and revenue of $113.38 billion for the quarter. Individuals are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Tuesday, January 27, 2026 at 8:00 AM ET.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating the consensus estimate of $2.87 by $0.05. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The firm had revenue of $113.16 billion for the quarter, compared to analyst estimates of $113.19 billion. During the same quarter in the prior year, the business earned $7.15 earnings per share. The business’s quarterly revenue was up 12.2% compared to the same quarter last year. On average, analysts expect UnitedHealth Group to post $30 EPS for the current fiscal year and $33 EPS for the next fiscal year.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $356.46 on Friday. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. UnitedHealth Group has a one year low of $234.60 and a one year high of $606.36. The business has a 50-day simple moving average of $332.07 and a 200 day simple moving average of $323.44. The firm has a market capitalization of $322.89 billion, a price-to-earnings ratio of 18.60, a PEG ratio of 2.15 and a beta of 0.42.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were given a $2.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 46.14%.

UnitedHealth Group News Summary

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
• Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
• Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
• Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
• Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
• Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in UNH. Camelot Portfolios LLC grew its position in shares of UnitedHealth Group by 17.9% during the 3rd quarter. Camelot Portfolios LLC now owns 2,843 shares of the healthcare conglomerate’s stock valued at $982,000 after acquiring an additional 431 shares during the period. Abel Hall LLC raised its stake in shares of UnitedHealth Group by 4.9% in the third quarter. Abel Hall LLC now owns 3,098 shares of the healthcare conglomerate’s stock valued at $1,070,000 after buying an additional 145 shares during the period. Aureus Asset Management LLC increased its holdings in UnitedHealth Group by 18.9% in the 3rd quarter. Aureus Asset Management LLC now owns 129,842 shares of the healthcare conglomerate’s stock worth $44,834,000 after acquiring an additional 20,681 shares during the last quarter. Keystone Financial Group lifted its holdings in UnitedHealth Group by 3.1% during the third quarter. Keystone Financial Group now owns 1,708 shares of the healthcare conglomerate’s stock valued at $588,000 after purchasing an additional 51 shares during the last quarter. Finally, Palisade Asset Management LLC increased its stake in shares of UnitedHealth Group by 10.5% in the third quarter. Palisade Asset Management LLC now owns 82,824 shares of the healthcare conglomerate’s stock worth $28,599,000 after purchasing an additional 7,895 shares in the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have weighed in on UNH shares. Royal Bank Of Canada upped their price objective on shares of UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Wells Fargo & Company upped their target price on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, October 7th. UBS Group lifted their price target on UnitedHealth Group from $378.00 to $430.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. TD Cowen raised their target price on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. Finally, Bank of America increased their price target on UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a research report on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $386.33.

UnitedHealth Group Company Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.