Morgan Stanley Reiterates Overweight Rating on UnitedHealth Group (UNH)

UnitedHealth Group (UNH) PT Lowered to $405 at JPMorgan, Stays Overweight, ' some of the uncertainty around cost trend should subside.'

May 15, 2025 3:45 AM EDT

JPMorgan analyst Lisa Gill lowered the price target on UnitedHealth Group (NYSE: UNH) to $405.00 (from $525.00) while maintaining a Overweight rating.

The analyst comments "

Following UNH leadership change and suspension of 2025 guidance (see our takeaways here), we are updating our estimates. For a discussion of recent events and our estimate changes, see slides attached. Our 2025 adj. EPS estimate of $22.26 reflects an estimated MLR of 88.6% given the elevated care activity that has worsened in the last month. Looking to 2026e, we assume ~10% y/y adj. EPS growth ($24.58), as we look for progress towards mitigating... More

TD Cowen on UnitedHealth Group (UNH): 'today's comments will call into question FY guidance for every MCO'

May 13, 2025 1:47 PM EDT

TD Cowen analyst Ryan Langston reiterated a Buy rating and $520.00 price target on UnitedHealth Group (NYSE: UNH)

The analyst comments "What It Means? - The brief 8am call highlighted a couple key items since the 4/17 1Q25 EPS. Beyond the description of materializing accelerating trend in MA and potential for this to spread to other areas, management confirmed MA is not running within their 3-5% target margin and most of the new care activity is due to new members to UHC. The chart on page 2 highlighting weighted RAF scores through 2023 (pre-v28) shows UNH... More

Piper Sandler on UnitedHealth Group (UNH), 'We view this transition positively', 'the right person to turnaround UNH'

May 13, 2025 1:45 PM EDT

Piper Sandler analyst Jessica Tassan reiterated an Overweight rating and $552.00 price target on UnitedHealth Group (NYSE: UNH)

The analyst comments "This morning, UNH announced a CEO transition. Andrew Witty steps down and Stephen Hemsley returns to the CEO role. We view this... More

Piper Sandler on UnitedHealth Group (UNH): 'Positive On CEO Transition'

May 13, 2025 7:13 AM EDT

Piper Sandler analyst Jessica Tassan reiterated an Overweight rating and $552.00 price target on UnitedHealth Group (NYSE: UNH)

The analyst comments "This morning, UNH announced a CEO transition. Andrew Witty will step down and Stephen Hemsley will return to the role of CEO. We... More

UnitedHealth Group (UNH) Announces CEO Change

May 13, 2025 6:41 AM EDT

Stephen J. Hemsley named Chief Executive OfficerCompany suspends 2025 outlook as medical expenditures expected to be higher than anticipatedCompany expects to return to growth in 2026

UnitedHealth Group (NYSE: UNH) today announced the appointment of Stephen J. Hemsley as its chief executive officer, effective immediately, following Andrew Wittys decision to step down as CEO for personal reasons. Hemsley, who served as company CEO from 2006-2017, will remain chairman of the companys Board of Directors and Witty will serve as... More

UnitedHealth CEO leaves abruptly, company pulls forecast as shares sink

May 13, 2025 6:39 AM EDT

(Reuters) - UnitedHealth Group said its Chief Executive Andrew Witty resigned as of Tuesday, and the company suspended its annual forecast due to surging medical costs, sending shares plunging nearly 18% to a four-year low.

Chairman Stephen Hemsley, 72, who was CEO before stepping down in 2017, will assume the CEO title once again.

Witty chose to leave for personal reasons, the company said, without elaborating. His exit comes only a few weeks after UnitedHealth cut its annual forecast and reported its first earnings miss since the 2008 financial crisis, marking a major setback under Witty's leadership. 

"Many of the... More

Trump's drug pricing order delivers blow to pharmacy benefit managers

May 12, 2025 4:53 PM EDT

By Amina Niasse

NEW YORK (Reuters) -President Donald Trump on Monday delivered a blow to the private-sector middlemen who negotiate U.S. drug prices in his executive order on drug pricing, saying he would cut them out as part of a goal to bring the U.S. in line with other countries.

The news drove their shares down even as pharmaceutical stocks rose in investor relief about the broad order.

"We're going to cut out the middlemen and facilitate the direct sale of drugs at the most favored nation price, directly to the American citizen,"... More

CVS Health (CVS), Others Fall After Trump Said Will Cut out Middle Man on Drugs

May 12, 2025 10:23 AM EDT

CVS Health (NYSE: CVS), Others Fall After Trump Said Will Cut out Middle Man on Drugs

UnitedHealth Group (NYSE: UNH)Cigna Corp. (NYSE: CI)
... More