UnitedHealth's 2026 Could Surprise The Street [Seeking Alpha]
UnitedHealth Group Incorporated (DE) (UNH)
Last unitedhealth group incorporated (de) earnings: 4/15 05:55 am
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US:NYSE Investor Relations:
unitedhealthgroup.com/investors.aspx
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Source: Seeking Alpha
The Q3 showed 12% revenue growth and a 4% EPS beat despite ugly optics; management called trends historically high but consistent, signaling no new MLR shock emerging. UNH is deliberately exiting and repricing uneconomic Medicare Advantage business — shrinking MA membership by ~1 million while pushing double-digit rate increases to structurally lift margins per remaining member. With over 50 million domestic members, strong commercial/ACA pricing, and an aging U.S. population, top-line growth should re-accelerate once this 2026 clean-up year passes. At a discount to its 10-year P/E and with EPS set to recover, I see scope for multiple expansion and roughly 30% upside into 2026–27. JHVEPhoto/iStock Editorial via Getty Images UnitedHealth Group Inc. UNH ) stock is down by over 33% YTD, and I can't say that this massive dip was unjustified. The company's insurance businesses have been facing pressure due to rising medical cost trends, and the medical loss ratio (MLR) has been
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UNH
News
- Firstsource announces leadership changes to accelerate growth across Healthcare Payer and Provider businessesPR Newswire
- SA Asks: Are health insurance stocks a buy, sell, or hold right now? [Seeking Alpha]Seeking Alpha
- Has UnitedHealth Group Incorporated's (NYSE:UNH) Impressive Stock Performance Got Anything to Do With Its Fundamentals? [Yahoo! Finance]Yahoo! Finance
- S&P 500 Stocks: UnitedHealth, Centene Rise Amid Push For House ACA Vote [Yahoo! Finance]Yahoo! Finance
- UnitedHealth: A Long-Term Compounder Worth Holding Through Any Cycle [Seeking Alpha]Seeking Alpha
UNH
Earnings
- 10/28/25 - Beat
UNH
Sec Filings
- 11/26/25 - Form 3
- 11/21/25 - Form 8-K
- 11/13/25 - Form S-8
- UNH's page on the SEC website