UnitedHealth Group achieved a 2% revenue increase to $111.72 billion, surpassing estimates by 1.7%, and reported first-quarter adjusted earnings per share of $7.23, exceeding the Zacks Consensus Estimate. Despite anticipated funding cuts in Medicaid for 2026, analysts' confidence remains high, with Goldman Sachs raising its price target from $400 to $435, predicting a return to 13% to 16% earnings per share growth. Additionally, UnitedHealth has lowered its debt-to-capital ratio to 42.9% and announced early share repurchases, planning to deploy at least $2 billion by mid-2026.
“UnitedHealth · reported revenues · up 2%”
“UnitedHealth · has · scale and earnings strength”
“Goldman Sachs · raised · price target for UnitedHealth Group shares · from $400 to $435”
“Goldman Sachs · expects · UnitedHealth · to return to at least 13% to 16% earnings per share growth”
“UnitedHealth · faced · major funding cuts in Medicaid · for 2026”
“UnitedHealth · delivered · first-quarter adjusted earnings per share · surpassed the Zacks Consensus Estimate by 11.9%”
“UnitedHealth · successfully brought · debt-to-capital ratio · down to 42.9%”
“UnitedHealth · initiated · share repurchases · earlier than anticipated and expects to deploy at least $2 billion by the end of the second quarter of 2026”
“Morgan Stanley · raised · price target on UnitedHealth · from $375 to $395”
“Deutsche Bank · raised · price target on UnitedHealth · from $304 to $360”
“iShares U.S. Healthcare Providers ETF · provides exposure to · 60 U.S. companies · that provide health insurance, diagnostics and specialized treatment”
“iShares U.S. Healthcare ETF · provides exposure to · 103 U.S. healthcare companies · and holds UnitedHealth Group in the fourth spot with 5.99% share”
