Raymond James double downgraded UnitedHealth (UNH) to Market Perform from Strong Buy without a price target The company abandoned its 2025 outlook just one month after cutting guidance and is transitioning leadership as Andrew Witty is stepping down as CEO, and former-CEO, Stephen Hemsley, will be stepping back into the role, the analyst tells investors in a research note. The firm thinks the market was expecting a leadership change, but that “it was clearly not expecting” the retraction of guidance just one month after the Q1 revision. Raymond James thinks UnitedHealth’s visibility on the remainder of 2025 is “very low.” The company needs to pass the Stars test in October with 70% of its members in 4-Star plans and its membership growth will likely be muted in 2026, as it prices for margin, contends the firm. “In short, it will be awhile until the smoke clears,” says the analyst.
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