UBS Analyst Raises Price Target on UnitedHealth Stock Amid Strong Outlook

UBS top analyst A.J. Rice increased UnitedHealth's price target by 14% to $378, maintaining a 'Buy' rating. The adjustment follows UNH's reaffirmation of its 2025 earnings guidance, projecting EPS of at least $16.00 and revenue up to $448 billion.

Market confidence was further bolstered by UnitedHealth's ability to retain its Medicare Advantage Star rating for 2027, a critical metric for government reimbursements. Preliminary data shows 78% of its Medicare Advantage members will be in plans rated four stars or higher for 2026, enhancing revenue potential.

Rice, ranked among TipRanks' top 8% of analysts, cites UNH's resilient positioning in a challenging sector as key to his bullish stance. The stock's 9% implied upside reflects institutional Optimism about sustained growth in managed care.