UnitedHealth (UNH): A $610M Reserve Release Is Worth $0.53 Of The $0.57 Beat
UnitedHealth beat Q3 EPS and raised guidance, but a $610M reserve release is worth about $0.53 a share, membership is shrinking, and debt-to-capital rose.
Earnings release · UNH
Unitedhealth Group Inc. · Filed · SEC Form 8-K, Item 2.02
Revenue declined 10% year on year to $22.9 billion, and EPS was $4.56. The company revised its guidance; the original release shows which items moved and by how much.
Written automatically by Stocknote's note engine from the figures on this page and the company's previous release. Every number in this note is checked against those figures. Not investment advice.
$22.9 billion −10% vs a year ago
…Optum Health’s third quarter 2026 revenues of $22.9 billion decreased 10% year-over-year as a result of fewer value-b…
$4.56
…Earnings of $4.56 Per Share and Adjusted Earnings of $4.69 Per Share…
Guidance revised
…Updated Full Year 2026 Earnings Outlook to At Least $19.50 Per Share; Adjusted Earnings of At Least $20.50 Per Share To view this information in a different format, including graphic…
UnitedHealth beat Q3 EPS and raised guidance, but a $610M reserve release is worth about $0.53 a share, membership is shrinking, and debt-to-capital rose.
Forensic equity research on US stocks. No spam, unsubscribe anytime.