On Oct 17, 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 maintains the target price at $610.
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.
UBS analyst A.J. Rice maintains with a buy rating, and adjusts the target price from $640 to $650.
Deutsche Bank analyst George Hill maintains with a buy rating, and adjusts the target price from $632 to $595.
Furthermore, according to the comprehensive report, the opinions of $UnitedHealth (UNH.US)$'s main analysts recently are as follows:
UnitedHealth's early indication of FY25 EPS being approximately $30 at the high-end, which was seen as a more conservative forecast compared to previous practices, appeared to exert pressure on the company's shares. Nonetheless, this forecast is perceived as 'a low bar' that the company is expected to surpass with ease, according to an analyst in a post-earnings briefing.
After the stock experienced a sell-off following guidance for 2025 that didn't meet expectations, analysts maintain a positive outlook on UnitedHealth, highlighting its stronger positioning compared to competitors and the potential for gains in market share. Despite the pressures on rates and reimbursements within the Medicare Advantage industry, UnitedHealth is perceived to be in a favorable position to navigate these challenges due to its profitable Medicare Advantage business. Nonetheless, there has been a slight reduction in earnings per share estimates, as well as in the applied multiple, subsequent to the company's third-quarter financial report.
The reduction in the forecast for UnitedHealth's FY25 and FY26 EPS is to account for the sustained 'elevated' Medicare coding intensity beyond the resumption of prior authorization and Medicaid acuity challenges. These conditions are anticipated to be temporary, according to the analyst's perspective shared with investors.
The firm's assessment indicates that UnitedHealth's Q3 outcomes were unsatisfactory, chiefly due to elevated medical expenses and an initial EPS forecast for 2025 that did not meet expectations. Previously, there was a cautious stance on MA MCOs heading into Q3 earnings, yet there was optimism that UnitedHealth could return to long-term EPS growth targets by 2025. Nonetheless, persistent challenges, coupled with UnitedHealth's choice to continue organic investments, suggest that the realization of this growth expectation may be deferred to 2026.
Here are the latest investment ratings and price targets for $UnitedHealth (UNH.US)$ from 10 analysts:
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美东时间10月17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，维持目标价610美元。
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。
瑞士银行分析师A.J. Rice维持买入评级，并将目标价从640美元上调至650美元。
德意志银行分析师George Hill维持买入评级，并将目标价从632美元下调至595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：
联合健康在FY25年份EPS高端约为30美元的初步迹象被视为比以往更为保守，似乎对公司股票施加了压力。然而，根据一位分析师在盈利后的简报中表示，这一预测被认为是“一个低门槛”，公司预计将轻松超越。
股票在2025年的指引后经历了一轮抛售，未达预期的分析师对联合健康仍持积极态度，强调其相对竞争对手更强的定位以及市场份额增长潜力。尽管医疗保险行业的费率和赔付受到压力，但由于盈利能力强大的医疗保险业务，联合健康被认为处于有利位置以应对这些挑战。然而，公司第三季度财报后盈利预期和应用多重估值均有轻微下调。
对联合健康FY25年和FY26年EPS预测的调低考虑了持续“高水平”的医疗保险编码密度，超越预授权恢复和医疗救助需求挑战。根据分析师与投资者共享的观点，这些条件被预期为暂时性。
公司评估显示，联合健康Q3业绩不佳，主要由于医疗支出增加和2025年的初步EPS预测未达预期。此前，在进入Q3盈利的医疗保险组织管理者持谨慎态度，但也看到联合健康可能在2025年前恢复长期EPS增长目标的乐观情绪。然而，持续的挑战，加上联合健康选择继续有机投资，暗示该增长预期实现可能推迟至2026年。
以下为今日10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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