UnitedHealth climbs on Q3 earnings beat and raised 2026 EPS guidance

联合健康 (UNH.US) 盘中出现快速波动,现报408.72 美元,当日涨幅3.31%。

公司于 10 月 15 日公布第三季度财报,每股盈利达4.69 美元,显著高于市场预期的 4.12 美元,医疗损失比率亦出现改善。基于强劲业绩表现,公司将 2026 年全年每股盈利指引上调至20.50 美元以上。

尽管 Raymond James 以估值考量为由将目标价下调至 450 美元,但仍维持跑赢大盘评级。Piper Sandler 与 Barclays 等机构也同步调整目标价,反映市场对利润率复苏的谨慎乐观态度。

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