Bernstein Reaffirms Buy Rating on UnitedHealth Group, Keeps PT at $379

UnitedHealth Group Incorporated (NYSE:UNH) is one of the Top 10 Long-Term Stocks to Invest In According to David Tepper. On September 26, Bernstein reaffirmed its Buy rating to UnitedHealth Group Incorporated (NYSE:UNH), keeping the price target at $379.

Lance Wilkes from Bernstein kept a Buy rating on UNH as the company remains a strong pick amid a sector recovery. Wilkes sees strong short-term potential in UnitedHealth, considering the stability and earnings upside. The analyst remains positive on the relative strength of diversified managed care organizations (MCO) and believes that UNH has solid long-term value at current levels with strong earnings growth potential.

Similarly, UBS maintains its $378 price target and a Buy rating on UnitedHealth Group Incorporated (NYSE:UNH) as of September 19. UnitedHealth mispriced its business and experienced an abrupt management change, leading to a surprise decline during the last two quarters. UBS analyst A.J. Rice remains optimistic following the company’s reaffirmation of 2025 guidance. The analyst did acknowledge the risks from v28 Medicare Advantage changes in 2026, but pointed to management’s margin-strengthening efforts to be a major catalyst for continued growth.

As of September 30, UnitedHealth Group Incorporated’s (NYSE:UNH) average price target of $325, based on analysts’ estimates, implies a downside of almost 5.88% from current levels.

UnitedHealth Group Incorporated (NYSE:UNH) is one of the leading healthcare companies in the U.S. The company operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx.

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Disclosure: None. This article is originally published at Insider Monkey.