UnitedHealth Group (UNH) Announces CEO Change
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TD Cowen on UnitedHealth Group (UNH): 'today's comments will call into question FY guidance for every MCO'
May 13, 2025 1:47 PM EDTTD Cowen analyst Ryan Langston reiterated a Buy rating and $520.00 price target on UnitedHealth Group (NYSE: UNH)
The analyst comments "What It Means? - The brief 8am call highlighted a couple key items since the 4/17 1Q25 EPS. Beyond the description of materializing accelerating trend in MA and potential for this to spread to other areas, management confirmed MA is not running within their 3-5% target margin and most of the new care activity is due to new members to UHC. The chart on page 2 highlighting weighted RAF scores through 2023 (pre-v28) shows UNH... More
Piper Sandler on UnitedHealth Group (UNH), 'We view this transition positively', 'the right person to turnaround UNH'
May 13, 2025 1:45 PM EDTPiper Sandler analyst Jessica Tassan reiterated an Overweight rating and $552.00 price target on UnitedHealth Group (NYSE: UNH)
The analyst comments "This morning, UNH announced a CEO transition. Andrew Witty steps down and Stephen Hemsley returns to the CEO role. We view this... More
Morgan Stanley Reiterates Overweight Rating on UnitedHealth Group (UNH)
May 13, 2025 7:47 AM EDTMorgan Stanley analyst Erin Wright reiterated an Overweight rating and $563.00 price target on UnitedHealth Group (NYSE: UNH).
The analyst comments "This morning (5/13), UNH released a press release (here) announcing Sir Andrew Witty would be stepping down from the CEO role for personal reasons and will immediately be replaced by Stephen Hemsley. For those newer to UNH, Hemsley served as the company's CEO from 2006-2017. For what it is worth, conversations... More
Piper Sandler on UnitedHealth Group (UNH): 'Positive On CEO Transition'
May 13, 2025 7:13 AM EDTPiper Sandler analyst Jessica Tassan reiterated an Overweight rating and $552.00 price target on UnitedHealth Group (NYSE: UNH)
The analyst comments "This morning, UNH announced a CEO transition. Andrew Witty will step down and Stephen Hemsley will return to the role of CEO. We... More

