UNHUnitedHealth Group Incorporated
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $4.69Beat
- vs $4.12 expected on Oct 13
- Stock move on it
- −0.20%
- one session
- Typical move
- ±0.4%
- average over 2 reports
- Price
- $405.03
- +0.52% today · $382B cap
Past and upcoming reports
2
| Oct 13, 2026 | Sep 30, 2026 | Time not given | $4.12 | Beat$4.69 | −0.20% |
| Jul 28, 2026 | Jun 30, 2026 | Time not given | $4.85 | not recorded | +0.70%2d |
After the report
Jul 28, 2026 report
This covers the Jul 28, 2026 report. The Oct 13, 2026 numbers are in the table above.
UNH drops 1.9% post-earnings. medical cost risk flagged
UnitedHealth shares fell 1.92% on July 29 after reporting earnings, despite a reportedly raised guidance. The market focused on elevated medical costs that could compress margins. Actual EPS was not disclosed. consensus estimate was $4.85. The stock closed at $420.57, below its 20-day SMA, with above-average volume.
Reported against expected
MissedConsensus EPS estimate was $4.85. The stock declined 1.9% on the day after earnings, suggesting the market viewed the results as below expectations.
Guidance
RaisedManagement reportedly raised guidance per stock intelligence, but no specific figures were provided. The market appeared skeptical given margin risks.
How the stock reacted
Stock closed at $420.57 on July 29, down 1.92% from prior close of $428.79, with volume of 5.25M shares (above 90-day average).
What changed
UNH reported earnings. stock fell 1.9% as medical cost concerns outweighed guidance raise.
What the price now assumes
Market is pricing margin compression risk despite raised guidance, as indicated by the negative price reaction.
What it means for the business
Investors should monitor medical cost trends. upgrade bias only if cost containment improves.
The next one to three months, as we saw it then
Better case30%
Medical costs stabilize or improve, validating the guidance raise. Stock re-rates toward analyst target of $477.
Base case45%
Medical costs remain elevated but within expectations. Stock trades range-bound between $400 and $435 until next earnings.
Worse case25%
Medical costs continue to rise, compressing margins further. Guidance raise proves optimistic, leading to multiple compression.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.