Cantor Fitzgerald Reaffirms Overweight Rating on UnitedHealth (UNH) with $440 Price Target

Core Viewpoint - UnitedHealth Group Incorporated (NYSE:UNH) is recognized as a strong investment opportunity within the defensive healthcare sector, particularly noted for its dividend growth and potential revenue increases from its membership plans [1][5]. Group 1: Company Overview - UnitedHealth Group is a diversified healthcare company providing insurance services in the US through its UnitedHealthcare segment and operates internationally via its Optum division [2]. - The company has maintained a solid financial position, supporting 14 consecutive years of dividend growth, currently offering a quarterly dividend of $2.21 per share, resulting in a dividend yield of 2.45% as of October 14 [5]. Group 2: Analyst Ratings and Projections - Cantor Fitzgerald reaffirmed an Overweight rating on UnitedHealth with a price target of $440, anticipating a significant year-over-year bonus increase as the company returns to its long-term target range of 2% to 4% [3]. - The firm projects a $368 million boost in bonus revenue for UnitedHealth, driven by 78% of its members being enrolled in 4-Star plans, with membership in 4.5-Star plans expected to rise to 41% in 2026 from 12% in 2025 [4].