Analysts Trim Price Targets but See Long-Term Value in UnitedHealth (UNH)

UnitedHealth Group Inc. (NYSE:UNH) is one of the most oversold S&P 500 stocks so far in 2025. While the stock was down only marginally in 2024, it has declined substantially in 2025, placing it among the top three oversold stocks. The downturn primarily began with a weak quarterly result and a revision of guidance in April 2025, and was further exacerbated by the CEO’s stepping down and the suspension of guidance in May.

As the company approaches its Q2 2025 earnings results, guidance, and management’s growth plan have come under renewed scrutiny. On July 9, Barclays analyst Andrew Mok revised his price target on the company, lowering it from $350 to $337 ahead of the company’s Q2 earnings release scheduled for July 29. Despite the adjustment, he maintained a Buy rating on the stock.

An older Medicare-eligible consumer smiling happily while receiving healthcare services at a clinic.

The lower target reflects a reduction in Mok’s earnings per share forecast for 2026. While he hasn’t changed his positive view on the company’s long-term potential, the revision suggests a more cautious stance on its earnings outlook over the next couple of years.

In a similar move, Wolfe Research analyst Justin Lake had also lowered his price target for the shares to $330 from $363, while reiterating his Buy rating on July 10. Lake now pencils in a lower EPS due to headwinds in Medicaid and health insurance exchanges, as well as higher expenses to bring the company on track.

UnitedHealth Group Inc. (NYSE:UNH) is a healthcare company that provides health insurance and healthcare solutions in the U.S. and globally under the UnitedHealthcare and Optum brands.

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