UnitedHealth (UNH) had its target price cut by Morgan Stanley analyst Erin Wright to $409 from $411, citing a stabilized outlook and disciplined Medicare Advantage benefit reset. The company posted a Q4 earnings beat but weak revenue guidance, highlighting challenges in managing medical costs and turnaround efforts.

UnitedHealth’s Q4 report came amid a tense period in Minnesota following a fatal shooting, with fourth-quarter profit dropping sharply to $10 million. The company aims to rebuild margins and restore investor confidence through strategic initiatives like membership reduction and price increases.

UnitedHealth forecasts revenue above $439 billion for 2026, down 2% from the prior year. The company is focusing on its core US business, exiting international markets, and preparing for a revenue decline due to the new V28 coding system. These changes aim to strengthen the balance sheet and drive long-term growth.

Read more at Yahoo Finance: UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley as Outlook Stabilizes