-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
UnitedHealth Group's Q1 results show promise for the longer-term turnaround, in our view. Adjusted EPS of $7.23 beat consensus of $6.60, while revenues rose 2% to $111.7B despite membership attrition from portfolio adjustments. The quarter's standout metric was a 90 basis point improvement in medical cost ratio to 83.9%, which we view as supportive despite elevated utilization trends. The company raised 2026 adjusted EPS guidance to at least $18.25 from $17.75 previously, supported by favorable results and plans to repurchase at least $2B of shares by end of Q2. We look to the upcoming earnings call for management commentary on the Medicare Advantage 2027 rate ruling and Medicare Stars reform. Membership declines from ACA EPTC expiration and OBBBA Medicaid changes remain a key focus, and we expect further detail on cost trends and medical utilization to provide insight into margin expectations and turnaround timing.