Jefferies analyst David Windley raised the firm’s price target on UnitedHealth (UNH) to $409 from $317 and keeps a Buy rating on the shares. The firm sees upside for Medicare Advantage margins in 2026 from assertive Group repricing efforts, estimating that the MA medical loss ratio improves about 100 basis points in the coming year, the analyst tells investors. In addition, the firm sees a 2027 OHealth margin of 5.7%, or 210 basis points above current consensus of 3.6%, the analyst noted.
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