Truist Financial analyst David S Macdonald maintained a Buy rating on UnitedHealth today and set a price target of $365.00.
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David S Macdonald has given his Buy rating due to a combination of factors that indicate a positive outlook for UnitedHealth. The company recently released an 8-K report that provided an encouraging preliminary update on its 2026 Star ratings, estimating that approximately 78% of its membership will be in plans with 4 or more stars. This is consistent with management’s expectations and shows improvement compared to previous years, which is a positive indicator in an industry that has experienced volatility in Star ratings.
Additionally, UnitedHealth reaffirmed its fiscal year 2025 adjusted earnings guidance, which includes the recent acquisition of Amedisys. Although the acquisition is expected to be slightly dilutive to earnings per share due to financing costs and integration-related expenses, it is viewed favorably for its potential benefits in quality, access, and cost. In light of these developments, Macdonald has raised the price target for UnitedHealth to $365 from $310, reflecting a higher assumed multiple on the 2027 earnings per share estimate, and has reiterated a Buy rating.
In another report released today, Barclays also maintained a Buy rating on the stock with a $352.00 price target.