Latest news with #LisaGill
Yahoo
5 hours ago
- Business
- Yahoo
UnitedHealth Just Got a $418 Price Target -- Here's Why It Matters
June 20 - UnitedHealth Group (NYSE:UNH) received a price target hike from JPMorgan's Lisa Gill, who now sees the stock reaching $418, up from $405. The revised target suggests a potential upside of nearly 36%, according to a Thursday note. Warning! GuruFocus has detected 4 Warning Sign with UNH. Shares of the health insurance provider have fallen about 39% so far this year, pressured by rising costs in its Medicare Advantage business and weaker-than-expected first-quarter earnings. A recent CEO change also added to investor concerns. Gill adjusted her forecasts after a meeting with UnitedHealth's leadership. While acknowledging the pressure from higher physician visits and outpatient claims, she expects the company to refocus on profitability rather than aggressive membership expansion. Looking ahead, Gill anticipates slower Medicare Advantage enrollment growth through 2026. She said UnitedHealth may scale back its offerings and exit underperforming plans over the next year. Still, the analyst believes margins could come in at the low end of the company's 3% to 5% goal for the Medicare segment. If that plays out, earnings may beat current expectations. Gill maintained an Overweight rating, suggesting she remains optimistic about a potential rebound. Based on the one year price targets offered by 24 analysts, the average target price for UnitedHealth Group Inc is $380.92 with a high estimate of $677.00 and a low estimate of $270.00. The average target implies a upside of +24.00% from the current price of $307.20. This article first appeared on GuruFocus. Sign in to access your portfolio
Business Insider
13 hours ago
- Business
- Business Insider
UnitedHealth price target raised to $418 from $405 at JPMorgan
JPMorgan analyst Lisa Gill raised the firm's price target on UnitedHealth (UNH) to $418 from $405 and keeps an Overweight rating on the shares. The firm revised estimates after meeting with management. The firm we expects lower Medicare Advantage enrollment growth for 2025 and 2026 as it believes UnitedHealth will look to manage enrollment and potentially exit unprofitable plans in 2026. If the company reaches the low end of its 3%-5% margin target range in Medicare Advantage, there is a path to meaningful upside versus consensus estimates, the analyst tells investors in a research note. JPMorgan's base case is that UnitedHealth does not reach the lower end of its 3%-5% range in 2026, although it notes 'management has spoken to that aspiration in 2026.' Confident Investing Starts Here:
Globe and Mail
23-05-2025
- Business
- Globe and Mail
‘Don't Doubt UNH Yet,' Top JPMorgan Analyst Defends UnitedHealth Stock amid Recent Volatility
Despite rising challenges, a Top-rated analyst, Lisa Gill from JPMorgan (JPM), remains confident about UnitedHealth Group (UNH). She recently reiterated a Buy rating on UNH stock with a $405 price target (33.4% upside potential). The bullish rating comes after a recent report by The Guardian about UNH's value-based contracts and hospitalization review processes. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Further, the company has faced major setbacks over the past week, including a CEO shakeup, a withdrawn financial outlook, and stock hitting a five-year low. Importantly, UNH shares have dropped 20% since these developments. Why JPMorgan Remains Bullish on UNH The article raised concerns about how UnitedHealth evaluates Admissions Per 1,000 (APK), a metric used to manage care and reduce unnecessary hospital stays. However, Gill believes these practices are standard in the industry. Also, Gill noted that hospitalization decisions are complex. While the article mentioned cases of nursing facilities struggling with hospitalization calls, the analyst does not see evidence of widespread misconduct. Moreover, the five-star analyst highlighted that the U.S. Department of Justice (DOJ) had earlier probed these concerns but declined to charge the company. At the same time, Gill remains confident in the company's fundamentals, viewing the recent sell-off as 'overdone' and the current valuation as an opportunity for investors. Is UNH a Good Buy Right Now? Turning to Wall Street, UNH stock has a Moderate Buy consensus rating based on 19 Buys, six Holds, and one Sell assigned in the last three months. At $380.59, the average UnitedHealth stock price target implies a 25.62% upside potential. See more UNH analyst ratings Disclaimer & Disclosure Report an Issue
Yahoo
23-05-2025
- Business
- Yahoo
JP Morgan Keeps Faith in UnitedHealth (UNH) Amid Regulatory Reviews
On May 22, JP Morgan analyst Lisa Gill reiterated her optimistic view on UnitedHealth Group Inc. (NYSE:UNH) despite the recent issues, including the allegations made in a report by The Guardian. On May 21, after the market closed, the Centers for Medicare and Medicaid Services (CMS) announced an expansion of its risk adjustment data validation (RADV) audits for Medicare Advantage plans. The analyst noted that it is difficult to gauge the financial impact of the expanded audits at this stage. However, she believes that large-cap insurers such as UnitedHealth Group, Humana Inc. (NYSE:HUM), and CVS Health Corp. (NYSE:CVS) have significant exposure within managed care. Despite these developments, the analyst remained confident in UnitedHealth Group stock. While expecting the CMS audit to continue, she suggests investors should wait for UnitedHealth's response, as the process is in the early stages. She also warned against factoring in any impact on company earnings as of now. The analyst has a Buy rating on the stock with a price target of $405. UnitedHealth Group Inc. (NYSE:UNH) is one of the largest health care companies in the world. It provides health insurance and healthcare solutions in the U.S. and globally under the UnitedHealthcare and Optum brands. While we acknowledge the potential of UNH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than UNH and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22-05-2025
- Business
- Yahoo
JP Morgan Keeps Faith in UnitedHealth (UNH) Amid Regulatory Reviews
On May 22, JP Morgan analyst Lisa Gill reiterated her optimistic view on UnitedHealth Group Inc. (NYSE:UNH) despite the recent issues, including the allegations made in a report by The Guardian. On May 21, after the market closed, the Centers for Medicare and Medicaid Services (CMS) announced an expansion of its risk adjustment data validation (RADV) audits for Medicare Advantage plans. The analyst noted that it is difficult to gauge the financial impact of the expanded audits at this stage. However, she believes that large-cap insurers such as UnitedHealth Group, Humana Inc. (NYSE:HUM), and CVS Health Corp. (NYSE:CVS) have significant exposure within managed care. Despite these developments, the analyst remained confident in UnitedHealth Group stock. While expecting the CMS audit to continue, she suggests investors should wait for UnitedHealth's response, as the process is in the early stages. She also warned against factoring in any impact on company earnings as of now. The analyst has a Buy rating on the stock with a price target of $405. UnitedHealth Group Inc. (NYSE:UNH) is one of the largest health care companies in the world. It provides health insurance and healthcare solutions in the U.S. and globally under the UnitedHealthcare and Optum brands. While we acknowledge the potential of UNH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than UNH and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
