Form 8-K UNITEDHEALTH GROUP INC For: May 12

Go back to Form 8-K UNITEDHEALTH GROUP INC For: May 12

Raymond James Cuts Estimates on UnitedHealth Group (UNH), 'Needless to say we think these earnings are low-quality and non-recurring in nature'

May 16, 2025 5:03 AM EDT

Raymond James analyst John Ransom reiterated a Market Perform rating and {REMOVEPT} price target on UnitedHealth Group (NYSE: UNH)

The analyst comments "We are reiterating our Market Perform rating on UNH and taking a sharper pencil to our numbers as we are cutting our 2025 adj. EPS estimate to $20/share (down from $22), and our 2026 EPS estimate to $23/share (down from $25). In our analysis we rebased the 2024 EPS down to $23.97 to account for $4.0B ($3.70 of EPS) of one-time accounting gains that UNH booked as earnings in 2024. After combing through the 10-K, the $4B was... More

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