On Oct 16, major Wall Street analysts update their ratings for $UnitedHealth (UNH.US)$, with price targets ranging from $595 to $650.
Morgan Stanley analyst Erin Wright maintains with a buy rating, and adjusts the target price from $615 to $610.
J.P. Morgan analyst Lisa Gill maintains with a buy rating.
BofA Securities analyst Joanna Gajuk maintains with a buy rating, and adjusts the target price from $675 to $650.
Barclays analyst Andrew Mok CFA maintains with a buy rating, and maintains the target price at $604.
Wells Fargo analyst Steve Baxter maintains with a buy rating, and maintains the target price at $630.
Furthermore, according to the comprehensive report, the opinions of $UnitedHealth (UNH.US)$'s main analysts recently are as follows:
The initial forecast for UnitedHealth's FY25 EPS of approximately $30 at the upper end was characterized as a more cautious estimation compared to previous tendencies, influencing the stock's performance. Nevertheless, this prediction is seen as an easily surpassable minimum threshold by the company.
Following the decline in share value after guidance for 2025 fell short of expectations, the focus has been directed toward why UnitedHealth may be better situated compared to its competitors, with potential benefits arising from market share expansions. Despite the Medicare Advantage sector experiencing challenges with rates and reimbursements, UnitedHealth appears well-equipped to handle these pressures due to the profitability of its Medicare Advantage business. Post the company's Q3 report, earnings per share estimates were modestly revised, along with a corresponding adjustment to the valuation multiple.
The analyst notes that after UnitedHealth's Q3 results, expectations for the company's future earnings per share have been adjusted to account for continued 'elevated' Medicare coding intensity that has endured even after the resumption of prior authorization. Additionally, there are headwinds related to Medicaid acuity, but these are anticipated to be 'transitory'.
The third quarter results for UnitedHealth were not up to par, chiefly due to elevated medical costs and an initial EPS forecast for 2025 that fell short of projections. Despite a prior cautious stance on MA MCOs preceding the third-quarter earnings, there was an expectation that UnitedHealth could hasten EPS growth in 2025 to align with long-term goals. Nonetheless, persistent challenges, compounded by UnitedHealth's choice to continue organic investments, suggest that this scenario may be deferred until 2026.
Here are the latest investment ratings and price targets for $UnitedHealth (UNH.US)$ from 11 analysts:
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美东时间10月16日，多家华尔街大行更新了$联合健康 (UNH.US)$的评级，目标价介于595美元至650美元。
摩根士丹利分析师Erin Wright维持买入评级，并将目标价从615美元下调至610美元。
摩根大通分析师Lisa Gill维持买入评级。
美银证券分析师Joanna Gajuk维持买入评级，并将目标价从675美元下调至650美元。
巴克莱银行分析师Andrew Mok CFA维持买入评级，维持目标价604美元。
富国集团分析师Steve Baxter维持买入评级，维持目标价630美元。
此外，综合报道，$联合健康 (UNH.US)$近期主要分析师观点如下：
联合健康FY25每股收益的初步预测约为30美元，位于高端的更谨慎估计与以往趋势相比被认为影响了股票的表现。然而，这一预测被公司视为一个容易超越的最低阈值。
在2025年指引不及预期导致股价下跌后，焦点转向为何联合健康可能比竞争对手更有优势，潜在好处可能源自市场份额的扩张。尽管医疗保障优势领域面临费率和报销方面的挑战，由于医疗保障优势业务的盈利能力强，联合健康似乎已经做好了应对这些压力的准备。在公司Q3报告发布后，每股收益预期被适度修订，估值倍数也相应进行调整。
分析师指出，在联合健康Q3业绩之后，针对公司未来每股收益的预期已经调整，以考虑持续存在的‘提高’的医疗保障编码强度，即使在事前授权恢复之后仍持续存在。此外，与医疗衡量相关的逆风，但这些被预期为‘暂时的’。
联合健康的第三季度业绩不尽如人意，主要是由于医疗成本上升和2025年初的每股收益预测未达到预期。尽管在第三季度收益前曾持谨慎立场，相信联合健康能够加快2025年的EPS增长以与长期目标保持一致。然而，持续的挑战，再加上联合健康选择继续进行有机投资，表明这种情况可能推迟至2026年。
以下为今日11位分析师对$联合健康 (UNH.US)$的最新投资评级及目标价：
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