BUZZ-Bernstein raises PT on UnitedHealth on improving Medicare Advantage prospects

UnitedHealth Group

UnitedHealth Group

UNH

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** Brokerage Bernstein raises PT on UnitedHealth UNH.N to $492 from $444

** Says it is confident in UNH's Medicare Advantage (MA) margin improvement of about 100 basis points in 2026, with further MA margin recovery expected in 2027 and beyond, driven by improved pricing discipline.

** Adds there is a recovery in industry MA margin as insurers "reassert pricing discipline by reducing extra benefits and reduce medical costs"

** "A resumption of reasonable MA rates and normalization of MA medical cost trend following a post-COVID spike are contributing to the pace of recovery," says brokerage

** Two other brokerages also raised PTs on UNH: Barclays lifts PT to $429 from $373; Oppenheimer bumps PT to $420 from $405

** Up to last close, stock up 14% YTD


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