Brokerages Set UnitedHealth Group Incorporated (NYSE:UNH) Target Price at $385.75

UnitedHealth Group Incorporated (NYSE:UNH) has received a consensus rating of “Moderate Buy” from the thirty analysts that are currently covering the stock, Marketbeat Ratings reports. Three research analysts have rated the stock with a sell recommendation, nine have assigned a hold recommendation, seventeen have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month price target among analysts that have issued ratings on the stock in the last year is $385.75.

A number of research firms have issued reports on UNH. Deutsche Bank Aktiengesellschaft cut shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective on the stock. in a research report on Wednesday, October 29th. Wells Fargo & Company boosted their price target on UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a report on Tuesday, October 7th. JPMorgan Chase & Co. lifted their price objective on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research report on Thursday, October 9th. Leerink Partners set a $410.00 price target on UnitedHealth Group and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Finally, Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, October 24th.

UnitedHealth Group Price Performance

Shares of UNH traded down $7.71 during trading hours on Friday, reaching $331.25. 8,012,022 shares of the company’s stock traded hands, compared to its average volume of 5,475,190. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. The firm’s 50 day simple moving average is $330.33 and its 200-day simple moving average is $322.09. The stock has a market cap of $300.06 billion, a PE ratio of 17.29, a price-to-earnings-growth ratio of 2.00 and a beta of 0.42. UnitedHealth Group has a 12 month low of $234.60 and a 12 month high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.87 by $0.05. The business had revenue of $113.16 billion during the quarter, compared to analyst estimates of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. UnitedHealth Group’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same period in the previous year, the business posted $7.15 earnings per share. Equities analysts expect that UnitedHealth Group will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were issued a $2.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a yield of 2.7%. UnitedHealth Group’s payout ratio is 46.14%.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the stock. LFA Lugano Financial Advisors SA purchased a new stake in shares of UnitedHealth Group in the second quarter worth about $25,000. Beacon Financial Strategies CORP purchased a new stake in shares of UnitedHealth Group during the 4th quarter worth approximately $26,000. Bayforest Capital Ltd grew its holdings in shares of UnitedHealth Group by 685.7% in the first quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 48 shares in the last quarter. Sagard Holdings Management Inc. bought a new position in UnitedHealth Group during the second quarter valued at $29,000. Finally, Foster Dykema Cabot & Partners LLC raised its position in shares of UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after buying an additional 34 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth is running a six-month Medicare Advantage pilot that speeds payments by roughly 50% (sub?15 day cycles) to help rural hospitals’ cash flow — a move that can reduce provider strain and preserve network stability. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
• Positive Sentiment: Analyst coverage remains constructive and media pieces note recent outperformance; one report highlighted a recent session where UNH rose ~1.2%, reflecting pockets of upside sentiment among investors. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
• Positive Sentiment: Wall Street analyst sentiment and buy-side interest are being cited as supportive factors as brokers review UNH ratings and earnings prospects. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Filings show a purchase by Rep. Gilbert Ray Cisneros Jr., which can be interpreted as incremental insider/institutional demand. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
• Neutral Sentiment: Options flow and sentiment analyses are active (heavy trading / interest), giving insight into positioning but not a clear directional signal. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Comparisons with peers (CVS, Centene) show UNH has lagged on total return over the past year but retains stronger operating margin and a more moderate P/E — a mixed fundamental picture for relative-value investors. UNH Stock vs. CVS
• Neutral Sentiment: Several trend/overview pieces note UNH as a widely watched ticker; that attention increases flows but doesn’t guarantee direction. Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
• Neutral Sentiment: Roundups (Dogs of the Dow) include dividend and yield context that may attract income-focused buyers, but UNH’s yield/placement vs. high-yield names is mixed. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Negative Sentiment: Analysts and commentators flag material margin compression after a sharp rise in healthcare costs last year, which has depressed profits and is the primary near?term concern driving selling pressure. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
• Negative Sentiment: Balanced ‘checkup’ pieces outline bear-case headwinds for 2026 (costs, potential reimbursement/policy risks) that keep investors cautious despite structural scale advantages. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026. The bull and bear cases now

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.