UnitedHealth Group reported a 2% revenue increase to $111.7 billion in Q1 2026 and an EPS of $7.23, surpassing expectations. The company is benefiting from aggressive repricing, AI-driven efficiencies, and strategic business exits, leading to an increased EPS guidance of at least $18.25 for 2026 with expected double-digit growth through 2028. Shares trade at a forward PE of 19.3, below the 10-year average, suggesting potential double-digit annual returns. However, risks include DOJ antitrust probes, False Claims Act lawsuits, and Medicaid margin pressures that could impact future profitability and valuation.
Piper Sandler raised its price target for UnitedHealth Group to $475, suggesting a 13.3% upside from its current price of $419.23. The company, the largest U.S. health insurer, has consistently beaten earnings estimates, with its latest EPS of $7.23 ...
The SCHD ETF has returned just under 2% in the past month, outperforming the S&P 500 ETF (SPY) by nearly 1%. Year-to-date, about 30 SCHD holdings have more than doubled the returns of SPY, which has returned 9.8%. Additionally, 31 SCHD holdings are t...
Elevance Health and UnitedHealth Group, two of the largest U.S. health insurers, are set to report their second-quarter earnings this week. Investors and analysts are watching closely to see if these companies have maintained control over rising medi...
