TD Cowen analyst Ryan Langston has maintained their neutral stance on UNH stock, giving a Hold rating yesterday.
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Ryan Langston’s rating is based on a combination of factors related to UnitedHealth’s financial outlook and strategic plans. The company has shown strong performance in its recent quarterly results, with an adjusted EPS beat and a raised guidance for fiscal year 2025. However, there are challenges ahead, particularly a significant financial headwind expected in 2026, which UnitedHealth will need to navigate.
Despite these challenges, the outlook for 2027 appears more favorable, with expectations of higher and sustainable double-digit growth. UnitedHealth plans to balance its earnings growth ambitions in 2026 with investments that will drive future growth. The company’s strategic focus includes margin improvements across various segments, such as UHC and Optum, and managing membership attrition while aiming for margin expansion. These factors combined have led to a Hold rating, reflecting a cautious yet optimistic view of the company’s future performance.
In another report released yesterday, Bank of America Securities also reiterated a Hold rating on the stock with a $410.00 price target.
Based on the recent corporate insider activity of 136 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of UNH in relation to earlier this year.