UNH
UnitedHealth Group Incorporated · Healthcare · Healthcare Plans
ZACKSBuyTECHSell
R500#72 today
$371.90
+1.83% today · -1.25% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- UNH +1.83% on the last session vs SPY +0.74%: +1.1 pts of stock-specific move.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals. The news-reading agent will explain the move with timestamped sources, and say so when there is no clear catalyst.
Next report
Oct 13
Before the open · in 10 days
EPS estimate
$4.15
$3.90 to $4.56 · 23 analysts
Revenue estimate
$111.5B
$108.5B to $114.0B
Track record
5/8 beats
last 8 reports · moved ±9.0% on average
Reports
| Reported | Quarter | EPS est. | EPS | Surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Jul 16, 2026 BMO | 2Q2026 | $4.92 | $6.38 | +29.8% beat | $112.0B | +1.2% +1.7 vs SPY | +7.4% | +3.1% |
| Apr 21, 2026 BMO | 1Q2026 | $6.60 | $7.23 | +9.5% beat | $111.7B | +7.0% +7.6 vs SPY | +9.1% | +9.7% |
| Jan 27, 2026 BMO | 4Q2025 | $2.11 | $2.11 | +0.2% in line | $113.2B | -19.6% -20.0 vs SPY | -16.4% | -18.8% |
| Oct 28, 2025 BMO | 3Q2025 | $2.81 | $2.92 | +4.0% beat | $113.2B | +0.5% +0.2 vs SPY | +4.0% | -8.8% |
| Jul 29, 2025 BMO | $4.45 | $4.08 | -8.3% miss | — | -7.5% -7.2 vs SPY | -5.8% | -14.6% | |
| Apr 17, 2025 BMO | $7.29 | $7.20 | -1.2% miss | — | -22.4% -22.5 vs SPY | -17.6% | -27.5% | |
| Jan 16, 2025 BMO | $6.74 | $6.81 | +1.0% beat | — | -6.0% -5.8 vs SPY | -2.4% | -2.5% | |
| Oct 15, 2024 BMO | $7.03 | $7.15 | +1.7% beat | — | -8.1% -7.3 vs SPY | -8.8% | -5.6% | |
| Jul 16, 2024 BMO | $6.63 | $6.80 | +2.6% beat | — | +6.5% +5.9 vs SPY | +3.6% | +8.4% | |
| Apr 16, 2024 BMO | $6.62 | $6.91 | +4.4% beat | — | +5.2% +5.4 vs SPY | +7.0% | +10.2% | |
| Jan 12, 2024 BMO | $5.99 | $6.16 | +2.8% beat | — | -3.4% -3.4 vs SPY | -3.9% | -6.7% | |
| Oct 13, 2023 BMO | $6.35 | $6.56 | +3.3% beat | — | +2.6% +3.1 vs SPY | +1.5% | +1.2% | |
| Jul 14, 2023 BMO | $5.98 | $6.14 | +2.7% beat | — | +7.2% +7.3 vs SPY | +3.3% | +12.6% | |
| Apr 14, 2023 BMO | $6.08 | $6.26 | +3.0% beat | — | -2.7% -2.5 vs SPY | -0.8% | -7.4% | |
| Jan 13, 2023 BMO | $5.17 | $5.34 | +3.3% beat | — | -1.2% -1.6 vs SPY | -1.9% | -1.8% | |
| Oct 14, 2022 BMO | $5.44 | $5.79 | +6.4% beat | — | +0.6% +2.9 vs SPY | +2.0% | +2.1% | |
| Jul 15, 2022 BMO | $5.21 | $5.57 | +6.9% beat | — | +5.4% +3.5 vs SPY | +4.7% | +4.0% | |
| Apr 14, 2022 BMO | $5.35 | $5.49 | +2.6% beat | — | -0.4% +0.8 vs SPY | +0.3% | +0.1% | |
| Jan 19, 2022 BMO | $4.31 | $4.48 | +3.9% beat | — | +0.3% +1.4 vs SPY | +1.5% | -0.9% | |
| Oct 14, 2021 BMO | $4.42 | $4.52 | +2.3% beat | — | +4.2% +2.5 vs SPY | +5.5% | +7.8% | |
| Jul 15, 2021 BMO | $4.46 | $4.70 | +5.4% beat | — | — | — | — | |
| Apr 15, 2021 BMO | $4.38 | $5.31 | +21.2% beat | — | — | — | — | |
| Jan 20, 2021 BMO | $2.41 | $2.52 | +4.6% beat | — | — | — | — | |
| Oct 14, 2020 BMO | $3.08 | $3.51 | +14.0% beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $4.15 (23) | $3.90 – $4.56 | +42% | +11.2% | ▲4 ▼1 | $111.5B | -1% |
| Next quarter · Dec 31, 2026 | $2.10 (23) | $1.64 – $2.53 | 0% | -18.9% | ▲1 ▼4 | $111.3B | -2% |
| Current year · Dec 31, 2026 | $19.87 (25) | $19.51 – $20.11 | +22% | +8.0% | ▲4 ▼0 | $447.1B | 0% |
| Next year · Dec 31, 2027 | $22.61 (26) | $20.38 – $24.50 | +14% | +8.0% | ▲5 ▼1 | $460.1B | +3% |
Consensus as of Oct 3, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.