JPMorgan analyst Lisa Gill keeps an Overweight rating on UnitedHealth (UNH) after the company announced that based on preliminary data, it will have 78% of its Medicare Advantage membership in 4-plus star plans. This is consistent with UnitedHealth’s 2026 star enrollment and is likely better than some investors feared, the analyst tells investors in a research note. The firm says that while there remain areas where cut-points could change more meaningfully, today’s news “is at least a modest positive.”
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