
UnitedHealth Group reported adjusted EPS of $2.92, slightly ahead of expectations, and revenues of over $113 billion, while maintaining confidence in current consensus and investing for stronger growth in 2027 and beyond.
Bullish
Repricing within UnitedHealthCare is on track to drive solid operating earnings growth from margin improvement within that business in 2026.
Bearish
UnitedHealthCare expects membership contraction of approximately 1 million members in total Medicare Advantage due to benefit adjustments and targeted plan exits.