UnitedHealth (UNH) stock was up 1.2% as of writing after the health insurer announced its intention to reaffirm its previously issued 2025 adjusted earnings per share (EPS) outlook during the meetings with investors and analysts between September 8, 2025, and September 10, 2025.
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UNH stock has recovered about 26% over the past month, but is still down 38% year-to-date. The decline in UnitedHealth stock this year reflects disappointing results due to higher medical costs, mainly related to Medicare Advantage plans, and the U.S. Department of Justice’s (DOJ) investigation into the company’s Medicare billing practices and other issues.
UNH Maintains 2025 Earnings Outlook
In an SEC filing, UnitedHealth stated that its senior leaders will reaffirm the full-year adjusted EPS guidance issued on July 29. Notably, UNH suspended its full-year outlook on May 13 and then issued an updated outlook in late July, guiding for revenue in the range of $445.5 billion to $448.0 billion and adjusted EPS of at least $16.00 per share.
The company explained that its adjusted EPS guidance reflects the closing of the Amedisys acquisition in August 2025. This deal is expected to be slightly dilutive to the 2025 adjusted EPS due to financing costs and integration-related investments. Currently, analysts expect UNH to report EPS of $16.24 and revenue of $448.2 billion for the full year.
Last week, analysts at Barclays and Bernstein raised their price targets for UnitedHealth stock and reaffirmed their full-year outlook, reflecting their confidence in the company’s long-term growth potential.
Is UNH Stock a Buy, Hold, or Sell?
Despite ongoing challenges, Wall Street has a Strong Buy consensus rating on UnitedHealth stock based on 17 Buys, two Holds, and one Sell recommendation. The average UNH stock price target of $317.80 indicates that the stock is fully valued at current levels.
