Shared on 05 Dec 25

Fair value Increased 0.47%

UNH: Medicare Star Ratings Will Drive Multi-Year Margin Recovery Ahead

UnitedHealth Group's updated fair value estimate has inched up by about $1.80 to roughly $388.50, as analysts factor in modestly faster long term earnings growth, sector wide Medicare Advantage and Medicaid margin recovery, and improving visibility into multi year margin expansion at Optum. Analyst Commentary Bullish analysts are largely focused on UnitedHealth's improved earnings visibility and margin recovery trajectory, which supports the modest increase in fair value.

Shared on 21 Nov 25

Fair value Increased 0.34%

UNH: Margin Improvement Will Accelerate As Medicare Star Ratings Support Recovery

UnitedHealth Group's analyst price target has been raised from $433 to $440, reflecting increased confidence in margin recovery and improved earnings potential. Analysts point to sector-wide stabilization and restored pricing discipline as key factors.

Shared on 06 Nov 25

Fair value Increased 6.81%

UNH: Margin Recovery Should Accelerate Following Improved Medicare Advantage Ratings

UnitedHealth Group's analyst price target has been raised from $360.84 to $385.40, reflecting increased confidence among analysts in margin recovery and earnings growth as a result of improvements in Medicare Advantage and Optum businesses. Analyst Commentary Analysts have weighed in on UnitedHealth Group's prospects, providing a nuanced view of opportunities and challenges ahead.

Shared on 23 Oct 25

Fair value Increased 2.45%

UnitedHealth Group's analyst price target has been increased by $8.63 to $360.84. This reflects greater confidence among analysts following improved Medicare Advantage star ratings and enhanced earnings visibility.

Shared on 09 Oct 25

Fair value Increased 2.81%

UnitedHealth Group's analyst price target has increased from $342.58 to $352.21, as analysts cite improved multi-year earnings visibility and modest upward adjustments to valuation multiples, with stabilizing Medicare Advantage star ratings and expectations for margin improvement. Analyst Commentary Recent research updates highlight a mix of optimism and caution from the analyst community regarding UnitedHealth Group.

Shared on 25 Sep 25

Fair value Increased 2.75%

Analysts have raised UnitedHealth Group’s price target to $342.58, citing stronger-than-expected Medicare Advantage Star ratings, reinforced management guidance, and improved sector sentiment, though some remain cautious given ongoing regulatory risks and near-term earnings uncertainty. Analyst Commentary Bullish analysts raised price targets on UnitedHealth as recent Medicare Advantage Star ratings results (with 78% of MA members in 4+ Star plans) came in better than feared, easing investor concerns about future reimbursement levels and supporting multi-year margin improvement.

Shared on 10 Sep 25

Fair value Increased 1.87%

Analysts raised UnitedHealth Group’s price target to $333.42, citing improved earnings visibility from strong Medicare Advantage Star ratings, reaffirmed 2025 guidance, and confidence in multi-year margin recovery, despite ongoing regulatory and DOJ-related risks. Analyst Commentary Bullish analysts raised price targets following UnitedHealth's better-than-expected preliminary 2026 Medicare Advantage Star ratings (78% of members in 4+ Star plans), which provided improved earnings visibility and alleviated investor concerns over regulatory headwinds.

Shared on 04 Aug 25

Fair value Decreased 9.97%

UnitedHealth Group’s fair value has been revised lower as both net profit margin and revenue growth forecasts declined, resulting in the consensus analyst price target dropping from $363.54 to $334.52. What's in the News UnitedHealth Group appointed Wayne S.

Shared on 07 May 25

Fair value Decreased 34%

Shared on 30 Apr 25

Fair value Decreased 3.91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 0.15%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 09 Apr 25

Fair value Increased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Mar 25

Fair value Decreased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Analyst Views Mixed as UnitedHealth Group Price Target Rises Amid Improved Outlook and Ongoing Challenges

UNH: Medicare Star Ratings Will Drive Multi-Year Margin Recovery Ahead

UNH: Margin Improvement Will Accelerate As Medicare Star Ratings Support Recovery

UNH: Margin Recovery Should Accelerate Following Improved Medicare Advantage Ratings

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