markets

David Crowther5/22/25

Wall Street has cut its UnitedHealth EPS forecasts by >20% for each of the next 3 years

UnitedHealth has been rocked by negative headline after negative headline in the last five weeks, with yesterday’s latest — a report that alleged it coordinated with nursing homes to reduce hospitalizations — contributing to another 6% fall in the company’s stock. News that the regulator will increase its audits of Medicare Advantage, which broke late last night, is now putting further pressure on UnitedHealth, again in the red in premarket trading.

In the wake of the deluge of unfavorable news, management change, and no financial guidance for the coming year, Wall Street analysts have been slashing estimates for America’s largest healthcare insurance provider — and with little information to go off, they haven’t discriminated much between the next few years.

Data from FactSet reveals that the mean earnings-per-share estimate for 2025 has been slashed by 24% so far this year. The forecast for 2026 is down 22%, while the average evaluation of 2027 EPS also fell 23%.

Those are pretty huge cuts, but they haven’t kept pace with the stock’s decline, which has slumped 48% since April 16. That leaves the stock on just ~13x this year’s earnings, a significant derating since the market’s evaluation in mid-April, when it traded on ~19.5x price to earnings.

Related reading: Move over Tesla, UnitedHealth is the battleground stock for retail traders this week as options trading explodes

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J. Edward Moreno7/7/26

SpaceX gets a wave of bullish ratings from Wall Street analysts

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