Analysts Set UnitedHealth Group Incorporated (NYSE:UNH) PT at $364.79

Shares of UnitedHealth Group Incorporated (NYSE:UNH) have been given a consensus rating of “Moderate Buy” by the twenty-nine research firms that are presently covering the firm, MarketBeat Ratings reports. Two investment analysts have rated the stock with a sell rating, seven have given a hold rating, nineteen have assigned a buy rating and one has given a strong buy rating to the company. The average 1-year target price among brokers that have issued a report on the stock in the last year is $377.64.

UNH has been the subject of a number of research analyst reports. TD Cowen boosted their price target on UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a report on Thursday. UBS Group lowered their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Oppenheimer boosted their price target on UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Finally, Royal Bank Of Canada upped their target price on UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday.

Hedge Funds Weigh In On UnitedHealth Group

A number of institutional investors and hedge funds have recently bought and sold shares of the company. iA Global Asset Management Inc. increased its stake in shares of UnitedHealth Group by 17.1% in the first quarter. iA Global Asset Management Inc. now owns 305,743 shares of the healthcare conglomerate’s stock valued at $82,731,000 after buying an additional 44,683 shares during the period. Ellenbecker Investment Group increased its stake in shares of UnitedHealth Group by 1.2% in the first quarter. Ellenbecker Investment Group now owns 3,749 shares of the healthcare conglomerate’s stock valued at $1,015,000 after buying an additional 46 shares during the period. Exeter Financial LLC increased its stake in shares of UnitedHealth Group by 88.3% in the first quarter. Exeter Financial LLC now owns 2,593 shares of the healthcare conglomerate’s stock valued at $702,000 after buying an additional 1,216 shares during the period. Harbour Investment Management LLC increased its stake in shares of UnitedHealth Group by 2.4% in the first quarter. Harbour Investment Management LLC now owns 3,416 shares of the healthcare conglomerate’s stock valued at $924,000 after buying an additional 79 shares during the period. Finally, Financial & Tax Architects LLC increased its stake in shares of UnitedHealth Group by 5.3% in the first quarter. Financial & Tax Architects LLC now owns 914 shares of the healthcare conglomerate’s stock valued at $247,000 after buying an additional 46 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key UnitedHealth Group News

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 Stock Performance

NYSE:UNH opened at $354.66 on Tuesday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. UnitedHealth Group has a fifty-two week low of $234.60 and a fifty-two week high of $429.90. The company has a market cap of $322.10 billion, a price-to-earnings ratio of 26.79, a PEG ratio of 1.57 and a beta of 0.40. The stock has a fifty day moving average price of $292.17 and a 200-day moving average price of $317.36.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results 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 company had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter in the previous year, the firm earned $7.20 EPS. UnitedHealth Group’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities analysts anticipate that UnitedHealth Group will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

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.