Analysts Set UnitedHealth Group Incorporated (NYSE:UNH) Price Target at $372.13

UnitedHealth Group Incorporated (NYSE:UNH) has been assigned an average rating of “Moderate Buy” from the twenty-eight analysts that are covering the firm, Marketbeat Ratings reports. Two investment analysts have rated the stock with a sell recommendation, seven have issued a hold recommendation, eighteen have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 1 year target price among brokerages that have covered the stock in the last year is $363.3750.

Several equities analysts have recently issued reports on the stock. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Leerink Partners cut their price objective on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Oppenheimer decreased their target price on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Barclays cut their price target on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Finally, Morgan Stanley lowered their target price on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research report on Friday, January 23rd.

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $277.30 on Friday. The stock has a market capitalization of $251.70 billion, a P/E ratio of 21.02, a P/E/G ratio of 1.26 and a beta of 0.40. The firm’s 50-day moving average price is $284.61 and its two-hundred day moving average price is $320.40. UnitedHealth Group has a 52-week low of $234.60 and a 52-week high of $606.36. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.72.

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

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a $2.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 3.2%. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Sarver Vrooman Wealth Advisors bought a new position in UnitedHealth Group during the 4th quarter valued at $25,000. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group during the fourth quarter valued at about $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 acquired a new stake in UnitedHealth Group in the 4th quarter valued at about $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new position in shares of UnitedHealth Group in the 4th quarter worth approximately $27,000. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group News Summary

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

• Positive Sentiment: Raymond James upgraded UNH to Outperform and set a $330 price target, citing greater-than-expected expense/margin improvement (notably at Optum Health) and upside to earnings over the next few years. Why Raymond James Says Wall Street Is Underestimating UnitedHealth’s Earnings Power
• Positive Sentiment: Analysts and investors are focusing on UnitedHealth’s Avery AI platform and planned AI spending as potential levers to streamline claims processing and clinical workflows — which could materially boost Optum margins if execution goes according to plan. How UnitedHealth’s AI Bet And Optum Margin Push At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Neutral Sentiment: Despite recent weakness, many sell‑side shops still carry above‑market targets (median targets remain well above current levels) and institutional activity is mixed — large portfolio shifts increase volatility but also create opportunity if margin improvements materialize. UnitedHealth Group Stock (UNH) Opinions on Plunge Below Buffett Purchase Price
• Negative Sentiment: Leerink warns of potentially large RADV (risk adjustment data validation) audit exposure — a regulatory/accounting risk that could pressure Medicare-related revenue and margins if audits or reserve adjustments widen. Leerink sees UnitedHealth stock facing largest RADV audit exposure
• Negative Sentiment: Shares have already fallen significantly over the past year amid sector headwinds, regulatory scrutiny and investor rotation; that past decline is keeping sentiment fragile and could limit the near‑term rally unless execution on cost cuts and AI efficiencies is demonstrable. UnitedHealth Stock Has Lost Nearly Half Its Value in the Last Year. This Analyst Says It’s Time to Buy.

About UnitedHealth Group

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.