02:05 PM EDT, 08/04/2025 (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 lower our 12-month target price to $259 from $284, 10.8x our 2026 EPS estimate, a discount to UNH's historical forward average due to a rising medical care ratio (MCR) and regulatory uncertainty. We maintain our 2025 EPS forecast at $20.77 and our 2026 forecast at $23.90. With shares of UnitedHealth Group ( UNH ) down approximately 16% over the past week since the Q2 earnings release, and down 53% year-to-date, we view shares as appropriately valued relative to the risks. We expect medical costs to continue to remain elevated through the end of the year, leading the company's medical care ratio to average around 89.4% in 2025 (up from 85.5% in 2024). However, we think UNH should be able to pass along many of these rising costs through pricing and benefit designs going into 2026. 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.