Morgan Stanley Backs UnitedHealth Stock Despite Turbulence
UnitedHealth's recent regulatory filing shows 78% of Medicare Advantage members will be enrolled in four-star plans by 2025—a rebound from this year's 71%. The stock rose 10% on the news, signaling cautious Optimism after a volatile period.
Morgan Stanley analyst Erin Wright emerged bullish following private meetings with management, citing confidence in the turnaround driven by Medicare Advantage and Optum Health profit improvements. Market sentiment hinges on execution after earlier misses cratered the share price.