-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將UNH的12個月目標股價從335美元上調至385美元，相當於2026年每股收益預期的21.1倍（從17.86美元上調至18.25美元；2027年預期上調0.02美元至20.12美元），略高於過去五年的平均預期。我們認為，這項上調是基於公司近期扭虧為盈措施將帶來持續獲利成長的預期。 UNH的股票回購活動（預計到第二季末至少回購20億美元）支撐了第一季每股收益超出預期，管理層也暗示未來將進一步回購股票。儘管自3月27日以來股價已上漲超過35%，但仍比2024年底的歷史高點低40%以上。我們預計，儘管可比業績有所改善（醫療成本比率從2025年第一季的84.8%降至83.9%），但短期內醫療成本趨勢仍將居高不下。雖然合併營業利潤率從去年同期的8.3%降至約8.1%，但我們注意到，UnitedHealthcare（保險）部門的利潤率在第一季度實現了令人鼓舞的40個基點增長，達到6.6%。
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