Coverage summary
Aardvark Labs Capital Research has covered UnitedHealth Group (UNH) since July 30, 2025. The company is in the Healthcare sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 19, 2026. That report moved the rating from Hold to Outperform. The rating has changed 3 times since coverage began.
Translations: 6 in Chinese.
The Excel model for UNH holds 22 quarters and 5 fiscal years of history and 10 quarters and 5 fiscal years of projections. It was last updated October 19, 2026.
Rating history
All UNH reports
Recap: Q3 2026
A Third Raise on a Cheaper Stock: The $20.50 Floor and a 2027 Pointer Above the Street Reopen the Discount We Waited For
Recap: Q2 2026
The Guide Vaults to $19.50–$20.00 on a Second Straight Beat, But a Faded Gap, a Cracking Commercial Book, and a Round-Tripped Multiple Close the Contrarian Trade
Recap: Q1 2026
The Sandbagged Floor Gets Beaten and Raised: $7.23 Tops a Reset Street by ~$0.70, MCR Falls to 83.9%, and the FY26 Guide Goes Up $0.50 a Quarter In
Recap: Q4 2025
The Washout Is the Setup: A Sandbagged 2026 Floor and a Cleared Deck Turn the Risk/Reward
Recap: Q3 2025
Stabilization Arrived On Schedule, But the Rally Got There First: 89.9% MCR In Line, FY Floor Nudged to “At Least $16.25”
Recap: Q2 2025
The Kitchen-Sink Reset: 89.4% Medical Care Ratio, an FY Guide Gutted to “At Least $16,” and a Franchise Priced for Crisis