UnitedHealth Sees 2027 EPS Growth at Lower End of 13-16% Range, Medicaid Margins Improving
UNH sits 55% above its 52-week low of $255.965.
Summary
On the Q3 earnings call, UnitedHealth executives provided new 2027 guidance details: they expect EPS growth to start at the lower end of the long-term 13-16% range, with 2026 as a trough year for core Medicaid margins (now expected moderately better than negative one percent). They also project approaching 75% of total members in 4+ star plans by 2027-2028, above the industry average of 70%. Management believes current analyst consensus for 2027 may understate the opportunity. A more complete 2027 outlook will be provided in December.
At the time of this announcement, UNH was trading at $396.00 on NYSE in the Trade & Services sector, with a market capitalization of approximately $339.8B. The 52-week trading range was $255.97 to $461.62. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Reuters.