UnitedHealth Group (UNH.N) beat Q1 expectations, raised full-year profit outlook on Tuesday, marking steps towards long-promised turnaround
Median price target of 29 brokerages covering the stock is “buy” - data compiled by LSEG
<h3>IMPROVING OPTUM PERFORMANCE</h3>
J.P. Morgan (“overweight”) believes the health insurer’s diversification and scale should offer improved growth path in 2027
RBC Capital Markets (“outperform,” PT: $400) says strong medical cost ratio beat and above-expectation OptumHealth margins point to improving fundamentals that can drive earnings beats and guidance upgrades this year, assuming government trends improve into Q2
Leerink Partners (“outperform,” PT: $400) says UNH is tracking toward the upper end of its Medicare Advantage growth target for 2027, with credible Medicaid margin assumptions and improving Optum Health trends supporting early progress and potential upside, backed by embedded earnings
Jefferies (“buy,” PT: $401) says improving OptumHealth and OptumRx margins can lift earnings beyond current estimates, pushing higher profit expectations into 2027

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BUZZ-Street View: UnitedHealth finds footing as turnaround gains pace