According to Chaoxiang Research, a Goldman Sachs report dated October 13, 2026, UnitedHealth Group (UNH) reported adjusted EPS of $4.69 for the third quarter, significantly exceeding Goldman Sachs’ forecast of $3.90 and the Visible Alpha consensus estimate of $4.06; the medical loss ratio was 88.4%, outperforming both Goldman Sachs’ and the consensus forecast by 160 basis points; the adjusted EPS guidance for 2026 was raised to at least $20.50; management indicated that the consensus estimate of $22.54 for 2027 may underestimate potential earnings opportunities.
Goldman Sachs assesses that the third quarter confirmed the recovery of dual-cycle profitability, with Medicare Advantage (MA) margins improving faster than expected; additional profit levers remain in Optum Health, commercial insurance, and Medicaid. Maintain a Buy rating and raise the price target from $490 to $506, representing a 33.9% upside from the October 13 closing price.
Goldman Sachs raises UNH target price to $506 following Q3 earnings beat
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Summary
Goldman Sachs raised its price target for UNH to $506 following a Q3 earnings beat. UNH reported adjusted EPS of $4.69, exceeding the firm’s estimate of $3.90 and the consensus of $4.06. The medical loss ratio came in at 88.4%, 160 basis points above expectations. Goldman now forecasts 2026 adjusted EPS at $20.50 and believes the 2027 consensus of $22.54 may be conservative. The firm maintains a Buy rating. With the Fear & Greed Index showing positive momentum, altcoins to watch could benefit from broader market optimism.
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