UnitedHealth Group (NYSE:UNH) Price Target Raised to $411.00

UnitedHealth Group (NYSE:UNH) had its price target increased by stock analysts at Sanford C. Bernstein from $405.00 to $411.00 in a research report issued on Tuesday,Benzinga reports. The firm presently has an “outperform” rating on the healthcare conglomerate’s stock. Sanford C. Bernstein’s price target suggests a potential upside of 35.19% from the company’s current price.

A number of other brokerages have also recently commented on UNH. Truist Financial dropped their target price on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Leerink Partners dropped their target price on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price on the stock in a report on Wednesday, April 1st. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price on the stock in a report on Tuesday. Finally, Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average price target of $363.42.

UnitedHealth Group Trading Up 8.0%

UnitedHealth Group stock traded up $22.65 during mid-day trading on Tuesday, reaching $304.01. 6,970,907 shares of the company traded hands, compared to its average volume of 9,588,442. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The firm’s 50 day moving average price is $281.61 and its 200 day moving average price is $319.24. The firm has a market capitalization of $275.94 billion, a price-to-earnings ratio of 23.01, a P/E/G ratio of 1.28 and a beta of 0.40. UnitedHealth Group has a 52-week low of $234.60 and a 52-week high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data 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. The business had revenue of $113.73 billion for the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, analysts anticipate that UnitedHealth Group will post 29.54 earnings per share for the current fiscal year.

Hedge Funds Weigh In On UnitedHealth Group

Hedge funds have recently bought and sold shares of the business. Brighton Jones LLC grew its stake in shares of UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after purchasing an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $340,000. Flow Traders U.S. LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $356,000. Finally, Jump Financial LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $377,000. 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: CMS finalizes a 2.48% boost to 2027 Medicare Advantage payment rates, which injects roughly $13B into the MA program and removes a key margin overhang for large MA players like UnitedHealth. Trump administration finalizes better-than-feared Medicare Advantage payment rate
• Positive Sentiment: Health-insurer stocks reacted strongly in premarket/after-hours trading on the CMS decision, lifting UnitedHealth sentiment and trading activity. Health insurers rise after US lifts 2027 Medicare Advantage payment rates
• Positive Sentiment: Buy-side/independent analysts have turned more constructive: Seeking Alpha argues the CMS move materially reduces margin risk and supports a bullish repricing, and Raymond James upgraded UNH ahead of Q1. UnitedHealth: The CMS Boost Changes Everything Now Raymond James boosts UnitedHealth
• Neutral Sentiment: HSBC changed its rating from “reduce” to “hold” with a $300 price target — a modest positive signal but not an aggressive upgrade; it implies limited near-term upside from that shop.
• Neutral Sentiment: UNH is getting listed in “stocks to watch” and broad coverage across outlets as the policy and analyst mix creates a market narrative shift. Stocks to Watch: UnitedHealth, Humana, Universal Music Group, Broadcom
• Negative Sentiment: Q1 results (scheduled April 21) remain a near-term catalyst and risk — management must validate margin recovery, and prior guidance/soft results contributed to the recent selloff. Is April 21 When UnitedHealth Group Finally Sheds Its Problem Past?
• Negative Sentiment: Technical/valuation headwinds remain: UNH trades below its 200-day moving average and well under its 12‑month high, reflecting material investor skepticism that could limit near-term upside absent sustained positive execution.

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.