Wolfe Research sees managed care companies underearning targets by up to 400%

Go back to Wolfe Research sees managed care companies underearning targets by up to 400%

Raymond James on UnitedHealth Group (UNH): 'This was the cleanest UNH quarter reported in quite some time'

April 22, 2026 9:45 AM EDT

Raymond James analyst John Ransom raised the price target on UnitedHealth Group (NYSE: UNH) to $370.00 (from $330.00) while maintaining a Outperform rating.

The analyst comments "This was the cleanest UNH quarter reported in quite some time and shows evidence that the company... More

UnitedHealth earnings: Analysts see conservative guidance, clean quarter ahead

April 20, 2026 5:30 PM EDT

UnitedHealth Group (NYSE: UNH) reports first-quarter 2026 earnings on Tuesday, with analysts at Raymond James and Morgan Stanley both expecting a solid print driven by controlled medical cost trends and conservative guidance from new management.

Raymond James analyst John Ransom said channel checks are "flashing green" for the quarter, citing muted January-February hospital survey data, weather-related utilization delays, a soft flu season and... More

Piper Sandler on UnitedHealth Group (UNH): 'We would continue to be buyers of multi-year turnarounds'

April 20, 2026 1:37 PM EDT

Piper Sandler analyst Jessica Tassan reiterated an Overweight rating and $399.00 price target on UnitedHealth Group (NYSE: UNH).

The analyst comments "We tweak CY26E Optum Health Operating Income seasonality ahead of tomorrow's print. We believe our adjusted EPS cadence is consistent with the... More