UnitedHealth Group Incorporated (NYSE:UNH) Receives $372.13 Average Target Price from Brokerages

UnitedHealth Group Incorporated (NYSE:UNH) has earned a consensus recommendation of “Moderate Buy” from the twenty-eight brokerages that are covering the company, Marketbeat Ratings reports. Two equities research analysts have rated the stock with a sell rating, eight have given a hold rating, seventeen have given a buy rating and one has assigned a strong buy rating to the company. The average 1-year price objective among brokers that have covered the stock in the last year is $372.1250.

UNH has been the subject of several analyst reports. Wells Fargo & Company lowered their price target on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Truist Financial lowered their target price on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Morgan Stanley reduced their price target on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research report on Friday, January 23rd. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Royal Bank Of Canada decreased their price target on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th.

Key UnitedHealth Group News

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: Analyst upgrade to “Buy” citing attractive valuation, AI-driven cost efficiencies and long-term demographic tailwinds; frames current weakness as a buying opportunity. UnitedHealth: A Golden Buying Opportunity (Rating Upgrade)
• Positive Sentiment: UnitedHealthcare Vision partners with Hadley to expand emotional-support resources for people with vision loss — positive for brand, patient engagement and non-core reputation momentum (limited direct near-term financial impact). Hadley and UnitedHealthcare Vision Collaborate to Expand Emotional Support for Vision Loss
• Neutral Sentiment: Market reports note UNH underperformed the broader market today; these are summaries of price action and don’t add new company-specific catalysts. Here’s Why UnitedHealth Group (UNH) Fell More Than Broader Market Here’s Why UnitedHealth Group (UNH) Fell More Than Broader Market (Zacks)
• Negative Sentiment: Multiple investor letters and coverage flag an unexpected surge in health-care costs in Q4 that pressured margins — this is the primary operational driver cited for recent stock weakness and poses near-term earnings risk. Unexpected Health Costs Impacted UnitedHealth (UNH) in Q4
• Negative Sentiment: Leadership change at Optum and tighter cost-control measures (pay caps, layoffs, clinic cuts) raise execution risk on margin recovery; coverage also flags a class-action securities suit that could add legal uncertainty. UnitedHealth Leadership Shift Tests Cost Controls And Legal Risk Outlook
• Negative Sentiment: Scott+Scott launched an investigation into potential breaches of fiduciary duty by UnitedHealth directors/officers — potential governance issues and litigation risk that can weigh on sentiment and valuation until resolved. UNITEDHEALTH GROUP INCORPORATED INVESTOR ALERT: Scott+Scott Investigates Directors and Officers

UnitedHealth Group Price Performance

UNH opened at $291.92 on Monday. The stock has a fifty day simple moving average of $309.95 and a two-hundred day simple moving average of $326.09. The company has a market cap of $264.97 billion, a price-to-earnings ratio of 22.13, a price-to-earnings-growth ratio of 1.33 and a beta of 0.41. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. UnitedHealth Group has a 12-month low of $234.60 and a 12-month high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company had revenue of $113.73 billion during the quarter, compared to analysts’ expectations of $113.38 billion. During the same period last year, the company posted $6.81 EPS. UnitedHealth Group’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts predict that UnitedHealth Group will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be given a dividend of $2.21 per share. The ex-dividend date is Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.0%. UnitedHealth Group’s dividend payout ratio is currently 67.02%.

Hedge Funds Weigh In On UnitedHealth Group

Several institutional investors have recently bought and sold shares of the business. Brighton Jones LLC boosted its stake in UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares during the period. Revolve Wealth Partners LLC raised its position in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH bought a new position in shares of UnitedHealth Group during the second quarter valued at approximately $340,000. IFG Advisory LLC lifted its stake in shares of UnitedHealth Group by 27.1% during the 2nd quarter. IFG Advisory LLC now owns 5,446 shares of the healthcare conglomerate’s stock worth $1,699,000 after acquiring an additional 1,160 shares during the last quarter. Finally, Lifeworks Advisors LLC increased its stake in UnitedHealth Group by 4.5% in the second quarter. Lifeworks Advisors LLC now owns 1,543 shares of the healthcare conglomerate’s stock worth $481,000 after purchasing an additional 67 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Company Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.