Raymond James upgraded UnitedHealth Group to Outperform from Market Perform, setting a $330 price target due to expected margin improvements at Optum Health and earnings upside. Despite a 19% year-to-date drop and a 48% decline over the past year, the firm sees value as management exits unprofitable contracts and targets operating earnings above $24 billion by 2026. Optum Health's restructuring and margin expansion are key to the upgrade, with long-term margin targets intact. Risks remain from CMS audits and Medicare rate uncertainties, but the upgrade reflects confidence in a margin recovery and conservative earnings guidance with room for upside.
UnitedHealth Group reported second-quarter earnings that surpassed expectations, driven by better management of high medical costs and AI investments to streamline operations. The company raised its 2026 adjusted earnings forecast to $19.50-$20 per s...
Piper Sandler raised its price target for UnitedHealth Group to $475, suggesting a 13.3% upside from its current price of $419.23. The company, the largest U.S. health insurer, has consistently beaten earnings estimates, with its latest EPS of $7.23 ...
The SCHD ETF has returned just under 2% in the past month, outperforming the S&P 500 ETF (SPY) by nearly 1%. Year-to-date, about 30 SCHD holdings have more than doubled the returns of SPY, which has returned 9.8%. Additionally, 31 SCHD holdings are t...
Elevance Health and UnitedHealth Group, two of the largest U.S. health insurers, are set to report their second-quarter earnings this week. Investors and analysts are watching closely to see if these companies have maintained control over rising medi...
