UnitedHealth beat expectations in Q3, with revenue of $112.7 billion (versus $113.2 billion a year earlier and $111.4 billion expected) and adjusted EPS of $4.69 against Wall Street's $4.14 estimate. The company raised its full-year adjusted EPS guidance to at least $20.50, from the previous $19.50 to $20, helped by exiting unprofitable markets and investing in AI. The stock closed just over $401 last week and is up around 22% in 2026, though its five-year returns remain negative. The article says the forward P/E of around 16 is below the more than 19 times that the average S&P 500 stock trades at, and the 2.3% dividend yield adds appeal for income investors. It concludes UnitedHealth remains a worthwhile option given its modest valuation and improving earnings.
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