Overview

* UnitedHealth ( UNH ) Q3 revenue grows 12% yr/yr, beating analyst expectations

* Adjusted EPS for Q3 beats consensus, reflecting strong operational performance

* Company raises full-year 2025 earnings outlook, indicating confidence in future growth

Outlook

* UnitedHealth ( UNH ) raises 2025 earnings outlook to at least $14.90 per share

* Company expects adjusted earnings of at least $16.25 per share for 2025

* UnitedHealth ( UNH ) focuses on positioning for growth in 2026 and beyond

Result Drivers

* UNITEDHEALTHCARE GROWTH - UnitedHealthcare revenues grew 16% yr/yr, driven by growth in Medicare & Retirement and Community & State

* OPTUM RX GROWTH - Optum revenues grew 8% yr/yr, driven by growth in Optum Rx with increased script volumes and pharmacy services

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $113.20 $113.06

Revenue bln bln (18

Analysts

)

Q3 Beat $2.92 $2.79

Adjusted (23

EPS Analysts

)

Q3 $5.90

Operatin bln

g Cash

Flow

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 21 "strong buy" or "buy", 6 "hold" and 3 "sell" or "strong sell"

* The average consensus recommendation for the managed healthcare peer group is "buy"

* Wall Street's median 12-month price target for UnitedHealth Group Inc ( UNH ) is $397.50, about 7.9% above its October 27 closing price of $365.98

* The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)