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UnitedHealth beats Q2 estimates, raises 2026 EPS guidance, and doubles buyback plan to $5B.

Company Fundamentals
17 Jul 2026
Seeking Alpha
View Source
Bullish
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UnitedHealth Group reported strong Q2 results with adjusted EPS rising nearly 30% and improved operating margins. The company raised its 2026 adjusted EPS guidance to $19.50–20.00 and increased its operating cash flow forecast by $6 billion, showing confidence in future growth. Additionally, UnitedHealth is accelerating its share buyback program, doubling the full-year target to $5 billion due to perceived undervaluation. Analysts maintain a 'Buy' rating, expecting a 38–39% upside in the next 12–16 months driven by earnings growth and margin recovery.

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