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

UnitedHealth Group (UNH) Trading HOD, +6pct

UnitedHealth Group (NYSE: UNH) Trading HOD, +6pct

UnitedHealth Group (UNH) Trades Over $300, Gains ~5pct

UnitedHealth Group (NYSE: UNH) Trades Over $300

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

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 under criminal probe for possible Medicare fraud, WSJ reports

(Reuters) - The U.S. Department of Justice is carrying out a criminal investigation into UnitedHealth Group for possible Medicare fraud, the Wall Street Journal reported on Wednesday.

UnitedHealth said it had not been notified by the DOJ about the "supposed criminal investigation reported," and the company stood by "the integrity of our Medicare Advantage program." The stock fell 8% in after-hours trade following the report.

The health insurer has been under pressure for months. On Tuesday, UnitedHealth Group's CEO, Andrew Witty, stepped down unexpectedly, and the company simultaneously suspended its 2025 financial forecast due to rising medical costs. The... More

UnitedHealth Group (UNH) Under Doj Probe For Possible Criminal Fraud- WSJ

Unitedhealth Under Doj Probe For Possible Criminal Fraud-WSJ

Wall Street analysts downgrade UnitedHealth after guidance removal

Investing.com -- UnitedHealth Group shares came under renewed pressure after the company unexpectedly withdrew its 2025 earnings guidance and announced a leadership transition, prompting downgrades from Bank of America and Raymond James.

We are downgrading UNH to Market Perform, Raymond James wrote, citing the combination of expected CEO turnover and the unexpected decision to abandon guidance just one month after lowering it.

Andrew... More

Cantor Fitzgerald Reiterates Overweight Rating on UnitedHealth Group (UNH)

Cantor Fitzgerald analyst Sarah James reiterated an Overweight rating and $440.00 price target on UnitedHealth Group (NYSE: UNH).

The analyst commented, "Our recently reduced price target is $440,, which represents a 16.5x P/E multiple on our 2026E EPS of $26.65. Our multiple represents a 14% discount to... More

Bernstein: 'We See the Reaction to PBM Stocks as Off Target'

Bernstein analyst Lance Wilkes shares his take on the PBM stock sell-off following Trumps executive order.

The analyst commented: "President Trump has signed an executive order yesterday addressing prescription drug prices. As per the order, pharmaceutical companies must offer the lowest prices to US patients among the prices offered in the Most Favored Nation. The order directs the HHS to set price targets within 30 days. In press conference, Trump said he aims to bring down the prices by 59% to 90%. President Trump emphasizes the point by saying Big Pharma will either abide by this principle voluntarily or we will use... More

UnitedHealth Group (UNH) PT Lowered to $400 at Oppenheimer

Oppenheimer analyst Michael Wiederhorn lowered the price target on UnitedHealth Group (NYSE: UNH) to $400.00 (from $600.00) while maintaining a Outperform rating.... More

UnitedHealth Group (UNH) PT Lowered to $351 at Wells Fargo

Wells Fargo analyst Stephen Baxter lowered the price target on UnitedHealth Group (NYSE: UNH) to $351.00 (from $677.00) while maintaining a Overweight rating.... More

UnitedHealth Group (UNH) PT Lowered to $450 at KeyBanc Amid CEO Transition

KeyBanc analyst Matthew Gillmor lowered the price target on UnitedHealth Group (NYSE: UNH) to $450.00 (from $575.00) while maintaining an Overweight rating.

The analyst commented: "UNH's CEO transition was not surprising given the magnitude and pace of challenges impacting the Company over the past 12 months. However,... More

UnitedHealth Group (UNH) PT Lowered to $356 at Baird

Baird analyst Michael Ha lowered the price target on UnitedHealth Group (NYSE: UNH) to $356.00 (from $510.00) while maintaining a Outperform rating.... More

UnitedHealth Group (UNH) Removed from Raymond James Analyst Current Favorites List

UnitedHealth Group (NYSE: UNH) Removed from Raymond James Analyst Current Favorites List

UnitedHealth Group (UNH) PT Lowered to $362 at Barclays

Barclays analyst Andrew Mok lowered the price target on UnitedHealth Group (NYSE: UNH) to $362.00 (from $513.00) while maintaining a Overweight rating.... More

BofA Securities Downgrades UnitedHealth Group (UNH) to Neutral

BofA Securities analyst Kevin Fischbeck downgraded UnitedHealth Group (NYSE: UNH) from Buy to Neutral with a price target of $350.00 (from $560.00).

For an analyst ratings summary and ratings history on UnitedHealth Group click here. For more ratings news on UnitedHealth Group click here.

Shares of UnitedHealth Group closed at $311.38 yesterday.

Raymond James Double Downgrades UnitedHealth Group (UNH) to Market Perform

Raymond James analyst John Ransom downgraded UnitedHealth Group (NYSE: UNH) from Strong Buy to Market Perform.

The analyst comments "We are downgrading UNH to Market Perform following this morning's announcement that the company is abandoning its 2025 guidance just one month after cutting guidance at the 1Q report and also transitioning leadership as Andrew Witty is stepping down as CEO, and former-CEO, Stephen Hemsley,... More

UnitedHealth Group (UNH) call put ratio 1.5 calls to 1 put amid sharp price movement

UnitedHealth Group (NYSE: UNH) call put ratio 1.5 calls to 1 put amid sharp price movement.

UnitedHealth Group (UNH) call put ratio 1.5 calls to 1 put amid sharp sell off

UnitedHealth Group (NYSE: UNH) 30-day option implied volatility is at 57; compared to its 52-week range of 17 to 57 following CEO exit and outlook suspension. Call put ratio 1.5 calls to 1 put.

UnitedHealth Group (UNH) PT Lowered to $400 at Jefferies

Jefferies analyst David Windley lowered the price target on UnitedHealth Group (NYSE: UNH) to $400.00 (from $530.00) while maintaining a Buy rating.

The analyst comments "At ~$300, we think shares reflect a partially broken MA biz; adding millions of MA lives across UHC + OHealth during a... More

Truist on UnitedHealth Group (UNH): 'NT visibility remains challenging and a key area of focus'

Truist Securities analyst David MacDonald reiterated a Buy rating and $580.00 price target on UnitedHealth Group (NYSE: UNH)

The analyst comments "This morning, UNH announced a leadership change and suspended 2025 guidance tied to continued elevated utilization pressure in MA, unfavorable impact of new... More

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

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'

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

UnitedHealth Group (UNH) PT Lowered to $440 at Cantor Fitzgerald

Cantor Fitzgerald analyst Sarah James lowered the price target on UnitedHealth Group (NYSE: UNH) to $440.00 (from $600.00) while maintaining a Overweight rating.... More

UnitedHealth Group (UNH) call put ratio 1.6 calls to 1 put as share price down 16%

UnitedHealth Group (NYSE: UNH) 30-day option implied volatility is at 48; compared to its 52-week range of 17 to 48 following CEO exit and outlook suspension. Call put ratio 1.6 calls to 1 put as share price down 16%.

UnitedHealth shares plunges as insurer suspends guidance, announces CEO departure

Investing.com - UnitedHealth (NYSE: UNH) has suspended its full-year financial forecast due to a bigger-than-anticipated spike in medical costs, while CEO Andrew Witty has decided to step down from the helm of the company.

Shares in UnitedHealth tumbled by more than 14% as of 10:40AM ET. The stock is down 36% year-to-date.

In a statement, UnitedHealth said Wittys departure was due to personal reasons. Stephen Hemsley was appointed as Wittys successor, effective immediately.

Hemsley, who previously served as CEO... More

Bernstein: 'UnitedHealth Group (UNH) Turns to Former CEO Steve Hemsley, Suspends Guidance for 2025'

Bernstein SocGen Group analyst Lance Wilkes reiterated an Outperform rating and $594.00 price target on UnitedHealth Group (NYSE: UNH).

The analyst commented: "UNH turns to former CEO Steve Hemsley as new CEO, replacing Witty. Suspends guidance for 2025; UNH announced today that Andrew Witty has... More

Morgan Stanley Reiterates Overweight Rating on UnitedHealth Group (UNH)

Morgan Stanley analyst Erin Wright reiterated an Overweight rating and $563.00 price target on UnitedHealth Group (NYSE: UNH).

The analyst comments "This morning (5/13), UNH released a press release (here) announcing Sir Andrew Witty would be stepping down from the CEO role for personal reasons and will immediately be replaced by Stephen Hemsley. For those newer to UNH, Hemsley served as the company's CEO from 2006-2017. For what it is worth, conversations... More