UnitedHealth remains a "Buy" with a $400 price target, reflecting 19% upside and continued market outperformance potential. UNH delivered a Q3 2025 double-beat, posting 12% revenue growth and exceeding both top- and bottom-line estimates. Despite strong results, the stock experienced a post-earnings pullback, likely due to profit-taking after a 44% rally since August.
UnitedHealth Group remains a core dividend growth holding, benefiting from demographic tailwinds and a dominant healthcare ecosystem role. Despite a 41.1% EPS drop in 2025 from elevated medical care ratios, revenue grew 12.2% year-over-year, and long-term growth catalysts remain intact. UNH trades at a forward P/E of 18.9, about 7% below its 10-year average, offering a potential 13% total return by the end of 2026 if growth targets are met.
UNH is reshaping its model with tech-driven, integrated care as Optum's growth and rising revenues redefine its strategy.
UnitedHealth's stock has generally underperformed compared to some rivals over the last year, but how does it stand against competitors in the ever-changing healthcare landscape? An in-depth analysis shows strong profitability, consistent revenue growth, and reasonable valuation support.
UnitedHealth's stock has generally underperformed compared to some rivals over the last year, but how does it stand against competitors in the ever-changing healthcare landscape? An in-depth analysis shows strong profitability, consistent revenue growth, and reasonable valuation support.
UnitedHealth Group (UNH) closed at $323.62 in the latest trading session, marking a -2.2% move from the prior day.
West Virginia sued United HealthGroup on Monday in federal court, alleging that the company's pharmacy benefit manager Optum fueled the state's opioid crisis by oversupplying its communities with addictive painkillers.
UnitedHealth's AI-powered virtual assistants aim to simplify claims, boost engagement and deliver faster, more intuitive healthcare support.
Recently, Zacks.com users have been paying close attention to UnitedHealth (UNH). This makes it worthwhile to examine what the stock has in store.
For UnitedHealth's stock, the Medical Care Ratio (MCR) serves as the most significant factor influencing core profitability. The unexpected rise in MCR from around 82% in 2022 to an anticipated 88% in 2025 has already provoked a substantial correction in stock prices.
UnitedHealth Group is rated Buy, with the worst seemingly behind and a clear path to margin recovery and earnings growth from 2026 onward. UNH's 2025 headwinds - higher medical expense ratio, Medicare Advantage pressures, and regulatory scrutiny - are being addressed through repricing, plan exits, and portfolio optimization. Valuation remains compelling: UNH trades at multi-year low multiples, with intrinsic value estimated at $843.55 per share, implying 154% upside.
UNH trades below its five-year median P/E as it navigates margin pressure, membership declines and strategic divestments.