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
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