Wells Fargo & Company Lowers UnitedHealth Group (NYSE:UNH) Price Target to $370.00

UnitedHealth Group (NYSE:UNH) had its target price reduced by Wells Fargo & Company from $400.00 to $370.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has an “overweight” rating on the healthcare conglomerate’s stock. Wells Fargo & Company‘s price target points to a potential upside of 29.39% from the company’s current price.

Other equities analysts have also issued research reports about the stock. Mizuho upped their target price on shares of UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research report on Thursday, October 9th. UBS Group cut their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a report on Wednesday. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday. JPMorgan Chase & Co. boosted their price target on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research note on Thursday, October 9th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $379.42.

UnitedHealth Group Price Performance

Shares of UNH traded down $6.34 during trading hours on Friday, hitting $285.95. The stock had a trading volume of 3,114,849 shares, compared to its average volume of 11,149,232. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The stock has a market capitalization of $259.02 billion, a price-to-earnings ratio of 21.68, a P/E/G ratio of 1.75 and a beta of 0.42. The company’s fifty day moving average is $331.39 and its two-hundred day moving average is $323.38. UnitedHealth Group has a 52 week low of $234.60 and a 52 week high of $606.36.

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, beating the consensus estimate of $2.09 by $0.02. The company had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm’s revenue was up 12.3% on a year-over-year basis. During the same quarter in the previous year, the business 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 EPS for the current year.

Hedge Funds Weigh In On UnitedHealth Group

Institutional investors have recently bought and sold shares of the business. Brighton Jones LLC boosted its position in UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after buying an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after acquiring an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH acquired a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $340,000. Patriot Financial Group Insurance Agency LLC boosted its position in shares of UnitedHealth Group by 42.5% during the 2nd quarter. Patriot Financial Group Insurance Agency LLC now owns 5,312 shares of the healthcare conglomerate’s stock worth $1,657,000 after acquiring an additional 1,583 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. lifted its stake in UnitedHealth Group by 15.8% during the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 154,874 shares of the healthcare conglomerate’s stock valued at $48,316,000 after acquiring an additional 21,177 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q4 EPS slightly beat consensus (reported $2.11 vs $2.09) and commentary on a better 2026 cost outlook helped the shares rebound. UnitedHealth Group (NYSE:UNH) Shares Up 4% After Earnings Beat
• Positive Sentiment: Several bullish pieces argue the sell-off priced in most risks and that UNH may be undervalued on DCF, P/FCF and P/E bases — a view that can attract value-focused buyers. UnitedHealth: All Risks Are Priced In
• Neutral Sentiment: Morgan Stanley trimmed its price target very slightly (to $409 from $411) but kept an Overweight rating, signaling analyst conviction remains broadly intact despite near-term headwinds. UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley as Outlook Stabilizes
• Neutral Sentiment: Multiple major firms trimmed price targets (Jefferies, Leerink, Oppenheimer, RBC, UBS), but many maintained buy/outperform ratings — reducing upside expectations while preserving longer-term support. Analyst Price Target Moves
• Negative Sentiment: A CMS update on Medicare Advantage rates and a cautious FY2026 outlook triggered a large sell-off and a material market-cap loss, fueling investor concern over near-term reimbursement and margin pressure. UnitedHealth (UNH) Loses 19.6% on Weak Outlook, Medicare Payment Update
• Negative Sentiment: Unusual options activity: a large surge in put buying (?376,697 puts, ~131% above average) signals elevated hedging or bearish positioning that can amplify downside moves.
• Negative Sentiment: Several bearish analyst/opinion pieces argue the stock remains a sell or that buying the dip could be a trap until regulatory and reimbursement clarity improves. UnitedHealth: It’s A Sell At Least Until The Midterm Elections

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.