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Medicare Shifts And Digital Tools Will Secure Future Performance

Published
17 Jul 24
Updated
25 Sep 25
AnalystConsensusTarget's Fair Value
US$342.58
3.3% overvalued intrinsic discount
25 Sep
US$353.72
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1Y
-40.3%
7D
2.4%

Author's Valuation

US$342.583.3% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on25 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 on10 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 on04 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 on07 May 25
Fair value Decreased 34%

Shared on30 Apr 25
Fair value Decreased 3.91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Increased 0.15%

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

Shared on09 Apr 25
Fair value Increased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Mar 25
Fair value Decreased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.