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Bernstein Positive on UnitedHealth Group (UNH): 'UNH seems to be signaling some stability ahead of 3Q earnings, releasing preliminary 2026 MA Stars results'

September 10, 2025 5:35 AM UTC

Bernstein SocGen Group analyst Lance Wilkes reiterated an Outperform rating and $379.00 price target on UnitedHealth Group (NYSE: UNH).

The analyst comments "UNH sees 78% of MA members in 4+ Star plans for 2026. The result compares with 69% and 77% in 4+ Star plans in 2025 and 2024, respectively (see Exhibit 1). UNH indicated that performance was in line with historical results.... More