TD Cowen Increases UnitedHealth Group (NYSE:UNH) Price Target to $337.00

UnitedHealth Group (NYSE:UNH) had its target price increased by analysts at TD Cowen from $311.00 to $337.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has a “hold” rating on the healthcare conglomerate’s stock. TD Cowen’s target price would indicate a potential downside of 4.67% from the company’s current price.

Several other equities analysts also recently commented on UNH. Sanford C. Bernstein increased their target price on UnitedHealth Group from $405.00 to $411.00 and gave the company an “outperform” rating in a research report on Tuesday, April 7th. JPMorgan Chase & Co. cut their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target for the company in a report on Tuesday, April 7th. Mizuho lowered their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. Finally, UBS Group cut their target price on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average target price of $377.64.

UnitedHealth Group Stock Performance

NYSE UNH remained flat at $353.52 during trading on Thursday. The company’s stock had a trading volume of 3,401,382 shares, compared to its average volume of 9,665,085. The stock has a market capitalization of $320.88 billion, a P/E ratio of 26.71, a PEG ratio of 1.53 and a beta of 0.40. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. The firm’s fifty day moving average price is $290.76 and its 200 day moving average price is $317.09. UnitedHealth Group has a 12-month low of $234.60 and a 12-month high of $429.90.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the prior year, the firm earned $7.20 EPS. The firm’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts forecast that UnitedHealth Group will post 18.43 earnings per share for the current fiscal year.

Hedge Funds Weigh In On UnitedHealth Group

Several institutional investors and hedge funds have recently bought and sold shares of UNH. Brighton Jones LLC raised its holdings in UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after purchasing an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of UnitedHealth Group by 137.1% during 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 in the last quarter. CMT Capital Markets Trading GmbH purchased a new stake in shares of UnitedHealth Group during the second quarter valued at $340,000. Flow Traders U.S. LLC purchased a new position in shares of UnitedHealth Group during the second quarter valued at approximately $356,000. Finally, Jump Financial LLC bought a new position in UnitedHealth Group in the second quarter worth approximately $377,000. 87.86% of the stock is currently owned by institutional investors.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Q1 beat and raised guidance — UNH reported stronger-than-expected Q1 results, noted reduced medical costs and raised FY 2026 adjusted EPS guidance, signaling a turnaround that lifted investor confidence. Q1 Earnings Transcript
• Positive Sentiment: Wall Street upgrades and price target increases — Multiple firms (Morgan Stanley, RBC, Oppenheimer, Wells Fargo, Argus and others) raised ratings/targets after the quarter, providing fresh buy-side momentum. Analyst Upgrades Roundup
• Positive Sentiment: AI and Optum traction — Management plans material investment in AI (reported ~$1.5B) and Optum Real is scaling claims-processing volumes, which could drive efficiency and margin expansion over time. UNH AI/Optum Coverage
• Positive Sentiment: Elevated options activity — Unusually large call buying was reported, indicating speculative or hedged bullish positioning by options traders (164k calls). (no external link)
• Neutral Sentiment: Community / strategic initiatives — UNH launched a broad rural health initiative, which supports long?term growth and reputation but has limited near-term earnings impact. Rural Health Initiative
• Neutral Sentiment: Positive media and analyst narratives — Commentators (Jim Cramer, Zacks, various outlets) are framing UNH as a value/turnaround story, which can amplify flows but is sentiment?driven. Jim Cramer Buy Call
• Negative Sentiment: Regulatory/coverage uncertainty — UnitedHealth flagged challenges around a Medicare obesity?drug pilot, creating near?term uncertainty over program participation and cost assumptions. Medicare Obesity Drug Pilot
• Negative Sentiment: Governance vote — A shareholder proposal to require any future Board Chair be independent is coming to a vote; the board opposes it. Governance debates can create investor uncertainty around oversight and strategy. Independent Chair Proposal

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.