UnitedHealth price target raised to $444 from $440 at Bernstein

Bernstein analyst Lance Wilkes raised the firm’s price target on UnitedHealth (UNH) to $444 from $440 and keeps an Outperform rating on the shares. The firm sees a sector turnaround in the government managed care organization sector beginning in 2026, but expects to see bumps in the recovery. Bernstein believes all MCO sectors present attractive entry points, with Medicare Advantage likely to see the nearest term earnings improvements and Medicaid representing the most attractive valuations.