UnitedHealth Group Inc (NYSE:UNH) reported mixed fourth-quarter 2025 results on Tuesday.
The company reported adjusted earnings of $2.11, down from $6.81 a year ago, beating the consensus of $2.10. Revenues increased 12% year over year to $113.215 billion, missing the consensus of $113.817 billion.
“We confronted challenges directly and finished 2025 as a much stronger company, giving us the momentum to better serve those who count on us and continue to improve our core performance,” said Stephen Hemsley, CEO of UnitedHealth Group, in a press release on Tuesday.
UnitedHealth issued its fiscal 2026 earnings outlook, with adjusted earnings expected to be over $17.75 per share compared to the consensus of $17.74 per share. The company expects a GAAP earnings outlook of $17.10 per share. The company forecasts 2026 sales to be more than $439 billion, versus the consensus of $454.60 billion.
UnitedHealth shares rose 4% to trade at $293.91 on Wednesday.
These analysts made changes to their price targets on UnitedHealth following earnings announcement.
- UBS analyst A.J. Rice maintained UnitedHealth with a Buy and lowered the price target from $430 to $410.
- Oppenheimer analyst Michael Wiederhorn maintained the stock with an Outperform rating and lowered the price target from $415 to $385.
- RBC Capital analyst Ben Hendrix maintained the stock with an Outperform rating and lowered the price target from $408 to $361.
Considering buying UNH stock? Here’s what analysts think:
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