Truist Financial Cuts UnitedHealth Group (NYSE:UNH) Price Target to $370.00

UnitedHealth Group (NYSE:UNH) had its price objective cut by Truist Financial from $410.00 to $370.00 in a research note issued to investors on Monday,Benzinga reports. They currently have a buy rating on the healthcare conglomerate’s stock.

Several other research analysts also recently issued reports on the company. The Goldman Sachs Group started coverage on UnitedHealth Group in a report on Tuesday, October 14th. They set a “buy” rating and a $406.00 price objective on the stock. JPMorgan Chase & Co. lowered their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research report on Monday. Zacks Research raised shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Deutsche Bank Aktiengesellschaft lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective on the stock. in a report on Wednesday, October 29th. Finally, Royal Bank Of Canada lowered their target price on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus price target of $375.46.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $275.70 on Monday. The stock’s fifty day moving average is $328.16 and its 200-day moving average is $323.39. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. UnitedHealth Group has a 52 week low of $234.60 and a 52 week high of $606.36. The stock has a market capitalization of $249.74 billion, a PE ratio of 20.90, a PEG ratio of 1.31 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. During the same quarter in the prior year, the firm earned $6.81 EPS. The company’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts expect that UnitedHealth Group will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were issued a dividend of $2.21 per share. The ex-dividend date was Monday, December 8th. This represents a $8.84 annualized dividend and a yield of 3.2%. UnitedHealth Group’s payout ratio is currently 67.02%.

Hedge Funds Weigh In On UnitedHealth Group

Institutional investors and hedge funds have recently modified their holdings of the business. Brighton Jones LLC boosted its stake 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 during the period. Revolve Wealth Partners LLC boosted 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 worth $2,033,000 after buying an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new stake in UnitedHealth Group in the 2nd quarter valued at approximately $340,000. Hennessy Advisors Inc. acquired a new position in UnitedHealth Group during the 2nd quarter worth approximately $109,000. Finally, Wealthcare Advisory Partners LLC raised its holdings in shares of UnitedHealth Group by 63.7% in the second quarter. Wealthcare Advisory Partners LLC now owns 8,535 shares of the healthcare conglomerate’s stock valued at $2,663,000 after purchasing an additional 3,320 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key UnitedHealth Group News

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

• Positive Sentiment: Bernstein reiterated an Outperform rating and a $405 price target, arguing UNH remains high‑quality and can weather Medicare volatility — a supportive institutional view for the stock. Bernstein Reiterates Outperform on UnitedHealth
• Positive Sentiment: Buy‑the‑dip arguments surfaced: analysts and commentators point to strong cash flows, Optum’s AI efficiency plans, insider buying and a long‑term growth target from management as reasons the recent selloff may be overdone. UnitedHealth: Buy The Dip
• Positive Sentiment: Bull case pieces reiterate durable competitive advantages (Optum, scale in Medicare Advantage) that could support a recovery if policy headwinds moderate. UnitedHealth Bull Case Theory
• Neutral Sentiment: Wall Street still shows many buy/overweight ratings and a median price target well above current levels (around $390), creating a technical floor if sentiment stabilizes. Quiver Quantitative Commentary
• Neutral Sentiment: Corporate personnel note — Optum/UNH executive Terry Clark was appointed CEO at the PGA of America; largely background news but worth noting senior exec visibility. Terry Clark Appointed CEO at PGA of America
• Negative Sentiment: Immediate trigger — CMS’s advance Medicare rate notice (near‑flat 0.09% growth) spooked investors because it implies constrained reimbursement for Medicare Advantage in 2027, pressuring UNH’s margin outlook and precipitating heavy selling. CMS Medicare Rate Notice Fallout
• Negative Sentiment: Operational concerns: Q4 revenue slightly missed estimates and the medical care ratio rose, and management signaled shedding lower‑margin Medicare members to protect profitability — raising near‑term growth/guidance uncertainty. Is It Time To Reassess UnitedHealth?
• Negative Sentiment: Broker and market skepticism: Truist and other outlets trimmed outlooks or voiced caution, amplifying short‑term bearish pressure amid regulatory risk and margin uncertainty. Truist Issues Pessimistic Forecast

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.