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. DeVeydt as CFO, with John F. Rex transitioning to strategic advisor to the CEO.
- The company was dropped from multiple major Russell growth indices, including Russell 1000, 2000, and 3000 Growth indices.
- UnitedHealth finalized a record $69 million ERISA settlement over alleged mismanagement of its 401(k) plan.
- The company is advancing the sale of its Latin American operations, with four non-binding bids for Banmedica, after heavy financial losses and market exit from Brazil and Peru.
- Stephen J. Hemsley returned as CEO, replacing Andrew Witty, and UnitedHealth suspended its 2025 earnings outlook due to accelerating care activity and elevated Medicare Advantage costs.
Valuation Changes
Summary of Valuation Changes for UnitedHealth Group
- The Consensus Analyst Price Target has fallen from $363.54 to $334.52.
- The Net Profit Margin for UnitedHealth Group has significantly fallen from 4.73% to 4.04%.
- The Consensus Revenue Growth forecasts for UnitedHealth Group has significantly fallen from 6.8% per annum to 5.9% per annum.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.