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UNH

UnitedHealth

$214.80

-6.9 (-3.11%)

10:43
04/17/19
04/17
10:43
04/17/19
10:43

JPMorgan lowers UnitedHealth target to $235 on 'sustainable' political risk

JPMorgan analyst Gary Taylor last night lowered his price target for UnitedHealth to $235 from $301 following the company's Q1 earnings report. The reduction is due to "renewed and sustainable Election year political risk," particularly around leading Democrats' plans for single-payor Medicare-For-All plans, Taylor tells investors in a research note. The analyst, however, does not believe UnitedHealth said anything fundamentally negative on the earnings call to justify the corresponding stock selloff. The analyst attributes the reversal in trading yesterday's to renewed and continuing Medicare-For-All political fears. He keeps an Overweight rating on shares of UnitedHealth. The stock in morning trading is down 3%, or $7.64, to $213.32.

  • 29

    May

UNH UnitedHealth
$214.80

-6.9 (-3.11%)

04/16/19
CANT
04/16/19
NO CHANGE
Target $310
CANT
Overweight
Cantor says take advantage of sentiment to buy UnitedHealth after earnings
Cantor Fitzgerald analyst Steven Halper reiterated his Overweight rating and $310 price target on UnitedHealth shares after the company reported Q1 results that he called "strong" and raised its FY19 EPS guidance, stating that he did not hear anything "problematic" during the company's earnings call that would account for the reversal of the stock during the call and its subsequent weakness. He assumes today's weakness is related to ongoing concerns about "Medicare for All" proposals, which he views as "entirely overblown." While noting that "it is hard to fight the sentiment trade at this juncture in the short-term," Halper said that similar efforts have failed in the past and he expects the same will happen again this time, after which investors in UnitedHealth " should be well rewarded" over the long-term.
04/16/19
PIPR
04/16/19
NO CHANGE
Target $312
PIPR
Overweight
UnitedHealth comments outweighed 'strong fundamentals,' says Piper Jaffray
Both UnitedHealth (UNH) and the healthcare services sector traded down as concern over UnitedHealth's Medicare-for-All comments "outweighed strong fundamentals," Piper Jaffray analyst Sarah James tells investors in a research note. The analyst, however, sees positive read-throughs for the managed care organizations. James believes Senator Bernie Sanders' Medicare-for-All has "no chance" due to a number of factors including costs. The "more mild" Medicare buy-in versions are positive for managed care organizations but negative for hospitals, the analyst tells investors in a research note. She admits, though, that if sentiment is driven more by Medicare-for-All than rebates, the overhang could last through the Q1 of 2020 primaries or until support for Senator Sanders wanes. James has an Overweight rating on UnitedHealth with a $312 price target.
04/17/19
RHCO
04/17/19
NO CHANGE
Target $300
RHCO
Buy
UnitedHealth price target lowered to $300 from $330 at SunTrust
SunTrust analyst David MacDonald lowered his price target on UnitedHealth to $300 to reflect the compression in market multiples but also keeps his Buy rating on the company after the company's Q1 results that were "marked by solid core trends across both divisions and a well managed medical cost trend." The analyst notes that the industry concerns around Medicare for America and Affordable Care Act programs are weighing on the stock, but he sees "structural changes to the model as quite low" and remains "bullish" on the shares. MacDonald adds that UnitedHealth's free cash flows remain "robust", capital deployment opportunities are "plentiful" and its "valuation risk/reward is compelling."
04/17/19
SPHN
04/17/19
NO CHANGE
SPHN
Issues facing healthcare sector now 'modest' compared to 2008-10, says Stephens
Stephens analyst Scott Fidel noted that the managed care group has sharply underperformed the S&P 500 over the last month amid "political rhetoric" around point-of-sale drug rebates and Medicare for all policy proposals, though he believes the issues facing the sector right now "seem modest in comparison" to the "dark days of 2008-2010." While recent Medicare for all proposals have rattled investors, "they will face enormous uphill battles," Fidel tells investors. Hospital stocks have outperformed MCOs year-to-date, but the group declined about 9% yesterday and underperformed the MCO group, which Fidel attributes to acknowledgement by industry bellwether UnitedHealth (UNH) of the significant disruptive nature of Medicare for all, which may have sparked additional fears, as well as one less calendar day being called out by UnitedHealth as benefiting Q1 MLRs and Johnson & Johnson's (JNJ) earnings call commentary on declining sequential hospital admissions from Q4. Publicly traded companies in the hospital space include Community Health (CYH), HCA Healthcare (HCA), LifePoint (LPNT), Tenet (THC) and Universal Health (UHS). Publicly traded companies in the managed care space include Anthem (ANTM), CVS Health (CVS), Centene (CNC), Cigna (CI), Health Net (HNT), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).

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PAGS

PagSeguro Digital

$26.34

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ZAYO

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CGI

Symbol changed to CGIP

$0.00

(0.00%)

, CGIP

Celadon Group

$0.00

(0.00%)

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CGI

Symbol changed to CGIP

$0.00

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LBTYK

Liberty Global

$26.04

-0.35 (-1.33%)

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WABC

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

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$NYE

NYSE Market Internals

$0.00

(0.00%)

11:16
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APC

Anadarko

$71.51

0.1 (0.14%)

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CGI

Celadon Group

$0.00

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T

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$135.26

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$0.00

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CMCSA

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