UnitedHealthcare, the nation's largest health insurer, said rate increases of more than 25% and “targeted service area” reductions could reduce its Obamacare customer base by about “two-thirds.”
UNH's Q3 earnings beat estimates on solid commercial membership gains and Optum Rx strength, though profits fall sharply on rising medical costs.
UnitedHealth delivered a Q3 double beat and raised full-year guidance, signaling improving cost efficiency despite ongoing sector-wide margin pressures. UNH remains undervalued due to sector headwinds and lack of AI narrative, yet its scale, pricing power, and resilient business model offer long-term upside. Optum's restructuring and disciplined capital management position UNH for margin restoration and sustainable growth, with operational gains already visible.
UnitedHealth on Tuesday raised its annual profit forecast and said it aims to grow in 2026, in a sign that the turnaround efforts under new CEO Stephen Hemsley were gaining steam.
America's biggest insurer is showing some signs of improvement in the health of its business, after a series of setbacks.
UnitedHealth beat EPS expectations and raised full-year guidance, signaling early signs of stabilization.
UnitedHealth Group Inc (NYSE:UNH, ETR:UNH) reported third-quarter revenue and adjusted earnings per share that beat Wall Street expectations, driven by growth in its health benefits and pharmacy services, and raised its full-year guidance. Revenue rose 12% from a year earlier to $113.2 billion, narrowly above analysts' estimate of $113.16 billion.
Shares of UnitedHealth Group Inc (NYSE:UNH) were last seen down 0.5% to trade at $364.11, after the company announced third-quarter results of $2.92 per share on $113.2 billion in revenue, the former beating estimates and the latter falling short.
UnitedHealth Group Incorporated delivered Q3 revenue of $113.2 billion, up 12.3% year-over-year, slightly ahead of consensus estimates despite ongoing regulatory and cost challenges. UNH's Q3 EPS of $2.92 beat expectations, signaling stabilization, while the medical care ratio remained elevated at 89.9% but in line with forecasts. Management raised 2025 guidance, expecting adjusted EPS of at least $16.25 and total revenues around $447 billion, with Optum Rx as a key growth driver.
Although the revenue and EPS for UnitedHealth (UNH) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
For the third quarter, UnitedHealth reported adjusted earnings per share of $2.92 compared with $7.15 a year earlier. Revenue rose to $113.2 billion from $100.8 billion.
UnitedHealth Group NYSE: UNH has staged a formidable comeback, with its stock up over 29% in the last 90 days as investors embraced management's aggressive turnaround strategy. This powerful rally has built high expectations, and the market now looks to UnitedHealth Group's third-quarter earnings report on Oct. 28 for the proof needed to sustain the momentum.