UnitedHealth Group (NYSE:UNH) Price Target Cut to $410.00 by Analysts at UBS Group

UnitedHealth Group (NYSE:UNH) had its price objective cut by equities research analysts at UBS Group from $430.00 to $410.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the healthcare conglomerate’s stock. UBS Group’s price objective suggests a potential upside of 40.75% from the stock’s current price.

Several other equities research analysts also recently commented on UNH. JPMorgan Chase & Co. boosted their target price on shares of UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a research note on Thursday, October 9th. TD Cowen boosted their price objective on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. Jefferies Financial Group lifted their price target on shares of UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a research note on Friday, October 17th. Bank of America increased their target price on shares of UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Finally, 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 research note on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus target price of $385.71.

UnitedHealth Group Stock Performance

UNH traded up $8.60 during trading hours on Wednesday, hitting $291.30. The company’s stock had a trading volume of 10,193,796 shares, compared to its average volume of 10,691,284. The company has a 50-day simple moving average of $332.08 and a 200 day simple moving average of $323.81. 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 has a market capitalization of $263.87 billion, a PE ratio of 15.20, a PEG ratio of 2.12 and a beta of 0.42. UnitedHealth Group has a fifty-two week low of $234.60 and a fifty-two week high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping the consensus estimate of $2.09 by $0.02. The company had revenue of $113.22 billion during the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The business’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same period last year, the company posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, sell-side analysts expect that UnitedHealth Group will post 29.54 EPS for the current year.

Hedge Funds Weigh In On UnitedHealth Group

A number of hedge funds have recently bought and sold shares of UNH. LFA Lugano Financial Advisors SA bought a new stake in shares of UnitedHealth Group in the 2nd quarter worth about $25,000. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group in the fourth quarter worth approximately $26,000. Sagard Holdings Management Inc. bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at about $29,000. Foster Dykema Cabot & Partners LLC increased its position in 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. Finally, 1248 Management LLC purchased a new position in shares of UnitedHealth Group in the third quarter worth $29,000. Institutional investors own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Modest EPS beat and business strengths — UNH reported Q4 EPS of $2.11, slightly above expectations, with Optum Rx and segments showing pockets of operational strength that helped earnings outpace the headline revenue miss. UnitedHealth posts modest earnings beat, soft revenue guidance as insurer plots turnaround
• Positive Sentiment: Profit outlook roughly in line with expectations — management forecast 2026 adjusted profit slightly above analyst estimates, suggesting cost-control measures are starting to take hold. UnitedHealth forecasts 2026 profit slightly above estimates
• Positive Sentiment: Capital returns remain a tailwind — investors note that dividends and buybacks are expected to continue, supporting shareholder value even after the pullback. Trump Triggers Buying Opportunity in UnitedHealth Group
• Neutral Sentiment: Earnings-call detail and guidance specifics available — the full Q4 earnings call transcript and company release outline the drivers behind results and the assumptions behind 2026 guidance. Useful for modeling revenue and margin scenarios. UnitedHealth Group (UNH) Q4 2025 earnings call transcript
• Neutral Sentiment: Company issued 2026 guidance — UNH set FY2026 EPS guidance (~17.75) and revenue guidance near $439B, which frames analysts’ models and is central to the market reaction. UnitedHealth Group Reports 2025 Results and Issues 2026 Outlook
• Negative Sentiment: Revenue guidance implies the first annual revenue decline in decades — management signaled roughly a 2% revenue drop in 2026 as part of a “right-sizing” and turnaround, which hurt growth expectations. UnitedHealth forecasts first revenue drop in nearly four decades; shares plunge
• Negative Sentiment: Medicare-rate proposal was the catalyst — a Trump administration proposal to keep Medicare Advantage payments roughly flat (well below expectations) sharply reduced forward reimbursement assumptions for insurers, triggering broad selling in the sector. Here’s Why Health Insurance Stocks Are Sinking Tuesday
• Negative Sentiment: Restructuring hit and one‑time charges — UNH took a ~$1.6B restructuring charge in Q4 tied to turnaround actions, which pressured near-term earnings and raised execution risk. UnitedHealth Takes $1.6 Billion Hit To Earnings Amid Restructuring
• Negative Sentiment: Market impact and reputational scrutiny — the stock plunged sharply (dragging the Dow), drew analyst downgrades, and faces scrutiny after reports of lawmakers selling UNH ahead of the rout, adding reputational and political risk. These 3 U.S. politicians suspiciously dumped UnitedHealth stock weeks before crash

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.