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Research Alert: CFRA Keeps Hold Opinion On Shares Of Unitedhealth Group Incorporated
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Unitedhealth Group Incorporated
Oct 28, 2025 8:35 AM

11:05 AM EDT, 10/28/2025 (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 $410 from $335, 22.1x our 2026 EPS estimate, a premium to UNH's historical forward average given rising confidence in UNH's ability to navigate a successful turnaround. We trim our 2025 EPS forecast to $16.41 from $20.77 and 2026's to $18.53 from $23.90. We anticipate fundamental improvement will be gradual, with earnings expected to remain below historical averages in the medium term. The company faces persistent external headwinds, including ongoing Medicare cuts implemented by the previous administration and Medicaid funding pressures across state programs. Despite these challenges, UNH appears to be rebuilding investor confidence after a difficult start to the year. The company's Q3 results marked a return to form, delivering an earnings beat and raising full-year guidance. Most important, medical costs did not surprise to the upside in Q3, positioning UNH to achieve a FY 25 medical care ratio at or below the low end of managements 89.0%-89.5% projection.

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