Brokerages Set UnitedHealth Group Incorporated (NYSE:UNH) Price Target at $375.46

UnitedHealth Group Incorporated (NYSE:UNH) has been assigned an average recommendation of “Moderate Buy” from the twenty-eight ratings firms that are currently covering the stock, MarketBeat.com reports. One research analyst has rated the stock with a sell rating, nine have assigned a hold rating, seventeen have assigned a buy rating and one has assigned a strong buy rating to the company. The average 1 year price target among brokers that have updated their coverage on the stock in the last year is $372.1250.

Several analysts have recently weighed in on the company. Mizuho reduced their target price on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. Barclays lowered their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research report on Wednesday, January 21st. Leerink Partners reduced their target price on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Finally, Evercore raised UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th.

Hedge Funds Weigh In On UnitedHealth Group

A number of large investors have recently bought and sold shares of the company. Guerra Advisors Inc acquired a new position in shares of UnitedHealth Group in the third quarter valued at approximately $1,059,000. Berkshire Hathaway Inc acquired a new position in UnitedHealth Group in the 2nd quarter valued at $1,572,193,000. Murphy Pohlad Asset Management LLC boosted its holdings in shares of UnitedHealth Group by 21.8% during the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock worth $1,380,000 after purchasing an additional 791 shares during the last quarter. Carnegie Investment Counsel lifted its position in UnitedHealth Group by 2.2% during the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after buying an additional 2,316 shares during the period. Finally, EverSource Wealth Advisors LLC grew its holdings in UnitedHealth Group by 48.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock valued at $1,806,000 after buying an additional 1,901 shares during the period. 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: Zacks Research raised several near‑term and FY2027 earnings estimates (including Q1 2026 and FY2027) and bumped FY2026/27 views for some quarters, showing some analyst confidence in recovery potential. Zacks Research estimate updates
• Positive Sentiment: Coverage noting Optum’s continued platform expansion as a long‑term strength, reinforcing the company’s structural growth story despite near‑term earnings volatility. UnitedHealth Group Strengthens Healthcare Platform Through Optum Expansion
• Neutral Sentiment: Mizuho kept an Outperform rating but lowered its price target (from $430 to $350), a mixed signal that maintains conviction but reflects a shorter‑term earnings delay. Mizuho Lowers UnitedHealth Target to $350, Maintains Outperform
• Negative Sentiment: Management lowered 2026 revenue guidance to $439B from $448B — the company’s first annual revenue decline in decades — raising concerns about near‑term topline pressure and prompting investor re‑pricing. UnitedHealth: After The Collapse
• Negative Sentiment: Analyst and media pieces highlight renewed downside risks from a flat Medicare Advantage rate outlook and rising medical costs, creating uncertainty around pricing power and margins. Flat Medicare Advantage Outlook And Revenue Drop Might Change The Case For Investing In UNH
• Negative Sentiment: Critical think‑pieces argue UNH remains exposed to medical‑cost inflation and regulatory/Medicare funding constraints, and some investors question capital returns — commentary that amplifies short‑term selling pressure. UnitedHealth: 3 Reasons Not To Buy (Revisited)
• Negative Sentiment: Market commentary (Forbes) flags the recent ~18% decline over the last month and asks whether the slide reflects transient worries or deeper issues — a framing that can sustain volatility until clarity on Medicare rates and cost trends arrives. Is There More Downside To UNH Stock?

UnitedHealth Group Stock Up 0.0%

NYSE UNH traded up $0.06 during trading on Thursday, reaching $278.97. 3,776,130 shares of the company’s stock were exchanged, compared to its average volume of 10,853,361. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. UnitedHealth Group has a 1 year low of $234.60 and a 1 year high of $606.36. The stock has a market cap of $252.70 billion, a P/E ratio of 21.15, a price-to-earnings-growth ratio of 1.26 and a beta of 0.41. The company has a 50 day moving average price of $322.64 and a two-hundred day moving average price of $323.07.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm had revenue of $113.22 billion during the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter in the previous year, the business earned $6.81 earnings per share. The firm’s revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities research analysts anticipate that UnitedHealth Group will post 29.54 EPS for the current fiscal year.

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.