Jefferies Remains Bullish on UnitedHealth Group Incorporated (UNH) Amid Potential Margin Improvements

Group 1 - UnitedHealth Group Incorporated (NYSE:UNH) is recognized as one of the top 13 Fortune 500 stocks to invest in currently [1] - Jefferies has raised its price target for UnitedHealth Group from $317 to $409, maintaining a "Buy" rating, indicating strong confidence in the stock [2] - The revised target reflects expected margin improvements in the Medicare Advantage business, projecting a 100 basis points improvement in the medical loss ratio [3] Group 2 - Jefferies anticipates margin expansion potential in approximately 25% of value-based care lives within UnitedHealth's Optum Health segment, forecasting margins of 5.7% by 2027, which is 210 basis points above current estimates [4] - UnitedHealth operates globally through its various segments, including UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx [4]