UnitedHealth Group (NYSE:UNH) Price Target Raised to $391.00

UnitedHealth Group (NYSE:UNH) had its target price increased by Barclays from $386.00 to $391.00 in a research note released on Monday,Benzinga reports. Barclays currently has an overweight rating on the healthcare conglomerate’s stock.

Other research analysts also recently issued reports about the company. The Goldman Sachs Group started coverage on UnitedHealth Group in a report on Tuesday, October 14th. They set a “buy” rating and a $406.00 price objective on the stock. Morgan Stanley raised their price target on UnitedHealth Group from $325.00 to $395.00 and gave the company an “overweight” rating in a research note on Friday, September 12th. Bank of America increased their target price on shares of UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Sanford C. Bernstein upped their price target on shares of UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. Finally, Deutsche Bank Aktiengesellschaft downgraded shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective for the company. in a research note on Wednesday, October 29th. Seventeen analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $385.75.

UnitedHealth Group Stock Down 2.0%

NYSE:UNH opened at $341.96 on Monday. The company has a market cap of $309.76 billion, a price-to-earnings ratio of 17.85, a price-to-earnings-growth ratio of 2.11 and a beta of 0.42. UnitedHealth Group has a twelve month low of $234.60 and a twelve month high of $606.36. The stock has a fifty day simple moving average of $329.42 and a 200-day simple moving average of $320.61. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating analysts’ consensus estimates of $2.87 by $0.05. The company had revenue of $113.16 billion during the quarter, compared to analyst estimates of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The firm’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter last year, the business posted $7.15 EPS. Analysts anticipate that UnitedHealth Group will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were given a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.6%. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Institutional Investors Weigh In On UnitedHealth Group

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in UnitedHealth Group in the 2nd quarter worth approximately $3,837,207,000. Capital Research Global Investors lifted its stake in shares of UnitedHealth Group by 126.9% during the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after buying an additional 7,293,009 shares during the period. Berkshire Hathaway Inc acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at $1,572,193,000. Dodge & Cox lifted its position in UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after acquiring an additional 4,730,192 shares during the period. Finally, Capital World Investors increased its holdings in shares of UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Analyst confidence has been rising, recasting UNH’s investment story toward a steadier, buy-and-hold narrative as analysts point to durable cash flow and margin resilience. This supports multiple expansion and institutional demand. How Rising Analyst Confidence At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Positive Sentiment: Motley Fool included UNH among top Dow picks for 2026, highlighting long-term growth drivers (Medicare Advantage, Optum services) that can attract buy-side interest and support the stock. 2 Dow Stocks to Buy Hand Over Fist in 2026 and 1 to Avoid
• Positive Sentiment: An analyst named UNH a top pick and nudged up its price target, a catalyst that likely supported earlier intraday buying and underpins upside expectations versus peers. Why UnitedHealth Stock Bumped Higher Today
• Positive Sentiment: Evercore upgraded UNH to Outperform despite noting elevated utilization trends — the upgrade signals confidence in management’s ability to manage costs and sustain growth, which can attract buyers. UnitedHealth wins outperform at Evercore despite elevated utilization trends
• Neutral Sentiment: Some analysts are reworking the earnings-recovery narrative, tempering near-term growth expectations as utilization patterns fluctuate; this introduces near-term uncertainty even as the longer-term thesis remains intact. Looking At The Narrative For UnitedHealth Group UNH After Shifting Earnings Recovery Expectations

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.