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Bernstein Reiterates Outperform on UnitedHealth (UNH) Amid Medicare Advantage Volatility
Yahoo Finance· 2026-02-03 10:11
Core Viewpoint - UnitedHealth Group Incorporated (NYSE:UNH) is experiencing notable stock volatility due to Medicare Advantage advance rate announcements, with Bernstein SocGen Group maintaining an Outperform rating and a price target of $405 [1]. Group 1: Market Analysis - Analyst Lance Wilkes highlighted five key market questions regarding the surprise advance rate, its potential impact on Medicare Advantage margins, and various projections for UnitedHealth's earnings per share [3]. - TD Cowen has reduced its price target for UnitedHealth Group to $311 from $338 while retaining a Hold rating, but has upgraded its earnings per share projections for 2026 to $17.53 and for 2027 to $19.44, compared to previous estimates of $17.27 and $19.95 [4]. Group 2: Company Overview - UnitedHealth Group is a prominent US multinational corporation that provides managed healthcare and insurance services, operating through four main segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx [5].