UnitedHealth Stock Rallies After Bold Strategy Overhaul – Is 2026 a Turning Point?
UnitedHealth reported Q3 revenue of $113.2 billion, up 12% year-over-year, and raised its 2025 adjusted EPS outlook to at least $16.25, above consensus. Shares traded near $360 on Oct. 29, about 30% below April’s peak. The company will shift more doctors to employment and exit lower-profit markets. Q3 medical-loss ratio was about 89.9%, and UnitedHealth remains under federal Medicare Advantage scrutiny.