Morgan Stanley raised the firm’s price target on UnitedHealth (UNH) to $411 from $395 and keeps an Overweight rating on the shares. The firm notes the company’s 2026 outlook centers on disciplined repricing, margin recovery, and Optum restructuring, with “modest” EPS growth in 2026 as a starting point and stronger performance in 2027 as MA / Optum Health recovery more meaningfully takes shape.
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