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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美東時間10月17日，多家華爾街大行更新了$聯合健康 (UNH.US)$的評級，目標價介於595美元至650美元。
摩根士丹利分析師Erin Wright維持買入評級，維持目標價610美元。
美銀證券分析師Joanna Gajuk維持買入評級，並將目標價從675美元下調至650美元。
巴克萊銀行分析師Andrew Mok CFA維持買入評級，維持目標價604美元。
瑞士銀行分析師A.J. Rice維持買入評級，並將目標價從640美元上調至650美元。
德意志銀行分析師George Hill維持買入評級，並將目標價從632美元下調至595美元。
此外，綜合報道，$聯合健康 (UNH.US)$近期主要分析師觀點如下：
聯合健康在FY25年的每股收益初步指標高達30美元，被視爲相對保守的預測，與以往相比施加了對公司股票的壓力。然而，根據一位分析師在發佈收益簡報後的看法，這一預測被認爲是『低門檻』，公司有望輕鬆超越。
在2025年指引未達預期後，股票經歷了拋售，但分析師們對聯合健康持續看好，強調其相對競爭對手更強勢的定位以及在市場份額增長方面的潛力。儘管醫療保健行業的藥品保健利潤率和報銷受到壓力，聯合健康仍被認爲處於有利位置，能夠應對這些挑戰，這要歸功於其盈利能力強勁的藥品保健業務。然而，該公司在第三季度業績公佈後，對每股收益預期和相關倍數均有輕微下調。
對聯合健康FY25和FY26每股收益預期的下調是爲了應對持續『高水平』的醫療保健編碼密度，繼續執行事前授權和醫療救助挑戰。根據投資者分享的分析師觀點，預計這些狀況是暫時的。
公司的評估表明，聯合健康第三季度的表現令人不滿，主要是因爲高額的醫療費用，以及2025年初的每股收益預期未達預期。此前，對於MA MCOs在進入第三季度季度業績時持謹慎態度，然而，對聯合健康能於2025年回歸長期EPS增長目標的樂觀情緒依舊。然而，持續面臨的挑戰，再加上聯合健康選擇繼續有機投資，暗示這種增長預期的實現可能被推遲至2026年。
以下爲今日10位分析師對$聯合健康 (UNH.US)$的最新投資評級及目標價：
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