David Windley, an analyst from Jefferies, maintained the Buy rating on UnitedHealth. The associated price target remains the same with $409.00.
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David Windley has given his Buy rating due to a combination of factors that suggest UnitedHealth is poised for future growth. The company’s third-quarter results indicate a positive outlook for earnings per share (EPS) growth in 2026, driven by a flattening medical loss ratio (MLR) trajectory in the second half of 2025 and potential acceleration of investments in Optum, which were initially planned for 2026.
Additionally, UnitedHealth’s performance in terms of MLR beat consensus expectations, suggesting that the company is effectively managing its costs. Although some revenue figures missed Jefferies’ estimates, they still exceeded consensus expectations, indicating strong market performance. The strategic reinvestment of operational expenses to support future growth, along with potential improvements in MLR, further supports the positive outlook for the company’s financial health and justifies the Buy rating.
In another report released today, Mizuho Securities also reiterated a Buy rating on the stock with a $430.00 price target.
Based on the recent corporate insider activity of 136 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of UNH in relation to earlier this year.