What Wall Street Analysts Think of UnitedHealth's Stock Ahead of Earnings

Key Takeaways

• UnitedHealth Group is set to report fourth-quarter earnings before the market opens Thursday.
• All 17 analysts tracked by Visible Alpha have a “buy” or equivalent rating and the consensus price target suggests a close to 10% rise in the shares is expected.
• The results will be the company’s first since the CEO of its UnitedHealthcare unit was fatally shot on Dec. 4.

UnitedHealth Group (UNH) is set to report fourth-quarter earnings before the market opens Thursday, and analysts are widely bullish ahead of the results. 

All 17 analysts tracked by Visible Alpha have a “buy” or equivalent rating, and the consensus price target of nearly $642. That’s a more than 18% premium to UnitedHealth's Monday close around $541.

Wall Street expects the company to report fourth-quarter revenue of $101.68 billion, up 8% year-over-year, and earnings of $5.84 billion, or $6.30 per share, compared to $5.46 billion, or $5.83 per share, a year earlier. 

The company last month shared its financial outlook for 2025, which included forecasts of revenue of $450 billion to $455 billion, and adjusted net income of $29.50 per share to $30 per share.

Thursday’s results will be the company’s first quarterly report since the CEO of its UnitedHealthcare unit, Brian Thompson, was fatally shot on Dec. 4. The company’s shares have fallen more than 10% in the weeks since.

UnitedHealth shares rose nearly 4% on Monday as broader markets finished mixed.

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