BUZZ-Street View: UnitedHealth's recovery likely to be multi-year journey

Reuters

05/14

BUZZ-Street View: UnitedHealth's recovery likely to be multi-year journey

** UnitedHealth Group UNH.N said on Tuesday CEO Andrew Witty resigned, and the company suspended its annual forecast due to surging medical costs, sending its shares plunging nearly 18% to a four-year low

** Chairman Stephen Hemsley, 72, who was CEO before stepping down in 2017, will assume the CEO title once again

UNH'S HALO COULD BE SEVERELY DAMAGED

** Baird Equity Research ("Outperform", PT: $356) says by pulling annual forecast with no clarity on the magnitude of potential revision, investors are now placed in high uncertainty for an unknown period of time

** Deutsche Bank ("Buy", PT: $362) fears that "UNH's halo could be severely damaged", and it could take years for the company to return to its premium valuation relative to other peers – "if it can get back there at all"

** Brokerage adds the company's greater visibility compared to its peers seems to have dissipated

** KeyBanc Capital Markets ("Overweight", PT: $450) thinks the issues negatively impacting 2025 should be fixable for 2026, but rebuilding investor confidence will take time

** Oppenheimer ("Outperform", PT: $400) says while the outlook for 2025 remains unclear, the timing of these issues should allow for margin recapture in 2026

(Reporting by Sriparna Roy in Bengaluru)

((Sriparna.Roy@thomsonreuters.com;))

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now placed in high uncertainty for an unknown period of time</p><p>** Deutsche Bank (\"Buy\", PT: $362) fears that \"UNH's halo could be severely damaged\", and it could take years for the company to return to its premium valuation relative to other peers – \"if it can get back there at all\"</p><p>** Brokerage adds the company's greater visibility compared to its peers seems to have dissipated</p><p>** KeyBanc Capital Markets (\"Overweight\", PT: $450) thinks the issues negatively impacting 2025 should be fixable for 2026, but rebuilding investor confidence will take time</p><p>** Oppenheimer (\"Outperform\", PT: $400) says while the outlook for 2025 remains unclear, the timing of these issues should allow for margin recapture in 2026</p><p>(Reporting by Sriparna Roy in Bengaluru)</p><p>((Sriparna.Roy@thomsonreuters.com;))</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0048584097.USD","symbol_name":"FIDELITY FUNDS  GLOBAL 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