Wells Fargo analyst Stephen Baxter lowered the firm’s price target on UnitedHealth (UNH) to $370 from $400 and keeps an Overweight rating on the shares. Beyond the disappointing MA rate, results in Optum Health and relatively low visibility into 2026 guidance for that segment were the key issues for the firm leaving Q4 2025 results. Wells is lowering estimates to refine MA and Medicaid views in 2027.
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