UnitedHealth Group Incorporated (UNH · NYSE)

UnitedHealth Group enters Q3 earnings having beaten estimates in each of its last four quarters, most recently reporting $6.38 versus $4.94 expected, though the stock has fallen 17.3% from its July high and sits 12.5% below its 52-week peak. Trailing-twelve-month revenue of $450.53B grew just 0.4% year over year, while earnings rose 61.5%, and quarterly results show operating income of $7.99B in the June quarter against $8.99B in March and a sharp $380.0M in the December 2025 quarter. J.P. Morgan estimates the company's share of Medicare Advantage members in 4-star or higher plans will drop to 67% for 2027 from 81%, even as the broader industry improved. The shares closed at $379.30, up 2.3% on the day, trading 7.2% above the 200-day moving average but 2.2% below the 50-day, with an analyst target of $481.72.