Key dishes to remember
- The Unitedhealth Group actions rebounded slightly after the health insurer drew his prospects on Tuesday and announced that his CEO had dismissed his functions, bringing down the actions.
- UBS analysts, Oppenheimer and Morgan Stanley have not changed their notes on the stock, although they lowered their price objectives.
- The Unitedhealth Group actions have lost more than a third of their value this year.
The shares of Unitedhealth Group (UNH) rebounded modestly after having placed 18% on Tuesday while the health insurance supplier withdrew his directives due to the cost increase and the CEO Andrew Witty resigned.
The actions probably obtained a boost from the support comments of several analysts who did not modify their notes on the action, although they have lowered their price objectives.
UBS has kept its note “buy”, explaining that it continues “to believe that the assets and the identification of the problems will finally lead to a return to growth, although on a calendar longer than expected.” UBS has lowered its course goal at $ 400, compared to $ 525.
Oppenheimer analysts have retained their “outperformance” note, writing that “we think that the time for these problems should allow margin reuptake in 2026. With long and successful history, we expect UNH to get back on the right track”, adding that they would be long -term buyers. The objective of Oppenheimer’s course is also $ 400, compared to $ 600.
Morgan Stanley said that the new CEO Hemsley “the most appropriate to intervene”
The analysts of Morgan Stanley stayed with their note of “overweight”, arguing that after having spoken with the leaders of Unitedhealth “, we feel a little more confident than the guidance attraction is mainly motivated by an additional cost pressure in the book (Medicare Advantage) which accelerated in April, as opposed to potentially longer or more structural problems Optumhealth. ” Analysts also believe that the replacement of Witty, the former CEO, Stephen Hemsley, “is the most appropriate person to intervene as CEO at this stage in the light of recent backhands.” Morgan Stanley set the new course target at $ 374 against $ 563.
The Unitedhealth Group actions fell to their lowest level in more than four years yesterday, and even with the slight winnings of today, they fell by around 38% for 2025.
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