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.
Claim 50% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on UNH:
- UnitedHealth price target lowered to $375 from $409 at Morgan Stanley
- UnitedHealth selloff overdone, Cantor Fitzgerald sees buying opportunity
- UnitedHealth: Buy Rating Reaffirmed on Resilient Earnings, Margin Discipline, and Long-Term Growth Despite Medicare Policy Headwinds
- UnitedHealth price target lowered to $315 from $360 at BofA
- UnitedHealth price target lowered to $345 from $410 at Leerink