11:50 AM EDT, 08/26/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our 12-month target price to $335 from $259 based on recent market movements, reflecting a 14.0x multiple of our 2026 EPS estimate, a discount to UNH's historical forward average due to an elevated medical care ratio (MCR) and regulatory uncertainty. We maintain our 2025 and 2026 EPS estimates of $20.77 and $23.90, respectively. We see medical costs elevated across the sub-industry and expect this trend to continue through at least year-end, though we note that next year rates may be raised to better match costs. We anticipate the One Big Beautiful Bill Act will provide further challenges in 2027, as approximately 15% of UNH's total membership is from Medicaid. However, we think the current valuation leaves some cushion with shares trading at an 11% discount to the five-year historical forward average based on forward P/E, and as high as a 30% discount based on forward P/CF.