Oppenheimer analyst Michael Wiederhorn lowered the firm’s price target on UnitedHealth (UNH) to $385 from $415 and keeps an Outperform rating on the shares. The firm notes the company reported an in-line Q4 2025, with UnitedHealthcare outperforming expectations, offset by softness at Optum as the business is being restructured. Looking forward, the company issued FY2026 EPS guidance of $17.75, in line with prior expectations, with over 2/3 of earnings expected in the first half of 2026.
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