The insurer raised its full year adjusted EPS forecast to at least $20.50, up from a previous range of $19.50 to $20.00, and bumped its GAAP EPS floor to $19.50. UnitedHealth spent $3.38 billion on share repurchases in the last quarter, bringing the year-to-date total to $5 billion. Mizuho maintained an Outperform rating with a $493 price target, citing a durable margin recovery. Shares rose up to 5% in premarket trading.
Wednesday, October 21, 2026
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UnitedHealth Raises FY26 Profit Guidance to $20.50 After Q3 Beat
Earnings8 days ago
Revenue for the third quarter climbed to $112.7 billion, beating analysts' forecasts of $111.4 billion. UnitedHealth reported net income of $4.11 billion and adjusted earnings per share of $4.69, topping the $4.14 estimate. The company's medical cost ratio came in at 88.4%, below the expected 90.1%. Segment performance was led by UnitedHealthcare with $86.3 billion in revenue and Optum with $66.9 billion.
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