UnitedHealth Group (NYSE:UNH) Price Target Raised to $337.00 at TD Cowen

UnitedHealth Group (NYSE:UNH) had its price target increased by TD Cowen from $311.00 to $337.00 in a research note released on Thursday morning,Benzinga reports. The firm currently has a hold rating on the healthcare conglomerate’s stock.

Other equities analysts also recently issued reports about the company. Royal Bank Of Canada boosted their price objective on UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday. Evercore raised UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Robert W. Baird boosted their price target on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research report on Wednesday. Weiss Ratings lowered UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, March 2nd. Finally, JPMorgan Chase & Co. decreased their target price on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $377.64.

UnitedHealth Group Stock Up 0.3%

Shares of NYSE:UNH opened at $354.66 on Thursday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.79. The firm has a market capitalization of $322.10 billion, a PE ratio of 26.79, a price-to-earnings-growth ratio of 1.57 and a beta of 0.40. The firm’s 50-day moving average is $292.17 and its two-hundred day moving average is $317.36. UnitedHealth Group has a 1 year low of $234.60 and a 1 year high of $429.90.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the previous year, the company posted $7.20 earnings per share. The business’s revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts predict that UnitedHealth Group will post 18.32 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.5%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 67.02%.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors purchased a new position in UnitedHealth Group in the fourth quarter worth $25,000. Beacon Financial Strategies CORP purchased a new position in UnitedHealth Group in the fourth quarter worth $26,000. Anfield Capital Management LLC raised its position in UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new position in UnitedHealth Group in the fourth quarter worth $27,000. Finally, Nalls Sherbakoff Group LLC purchased a new position in UnitedHealth Group in the fourth quarter worth $27,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Q1 beat and raised full‑year outlook — UNH reported Q1 adjusted EPS of $7.23 (vs. street ~$6.76) and revenue ~ $111.7B, and raised FY‑2026 guidance (management set ~18.25 EPS range), which drove the initial rally. UnitedHealth just raised its full-year guidance
• Positive Sentiment: Broad analyst support — Several firms (Morgan Stanley, RBC, Oppenheimer, Wells Fargo, Leerink and Argus) raised price targets and upgraded ratings after the quarter, signaling renewed conviction from Wall Street. This buying from analysts is reinforcing the move higher. These Analysts Increase Their Forecasts On UnitedHealth After Upbeat Earnings
• Positive Sentiment: Options flow & investor positioning — Unusual call buying (roughly 164k calls, ~30% above average) shows short‑term bullish speculative interest that can amplify upward momentum. (No link available)
• Positive Sentiment: Strategic investments highlighted — Management emphasized AI initiatives and value‑based care expansion (plus a new rural health initiative), which investors see as catalysts for margin expansion and long‑term growth. UNH Q1 Deep Dive: AI Investment and Value-Based Care Drive UnitedHealth’s Strong Start
• Neutral Sentiment: Long‑term value narrative — Several commentary pieces (Zacks, MSN features) argue UNH is a value/quality pick for long‑term investors given earnings power and discounted valuation vs. history; this is more strategic than an immediate price driver. Why UnitedHealth Group (UNH) is a Top Value Stock for the Long-Term
• Neutral Sentiment: Governance spotlight — A shareholder proposal to require a future Board chair be independent has attracted attention; the board opposes it. Governance votes can influence sentiment but are uncertain near‑term. Independent Chair Proposal Tests Governance And Valuation Views At UnitedHealth Group
• Negative Sentiment: Mixed analyst signals remain — Some firms maintain cautious ratings (TD Cowen raised target but kept a “hold” implying slight downside; Robert W. Baird recently flagged an underperform view), so not all analysts are convinced the turnaround is durable. Benzinga coverage of analyst actions

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.