UnitedHealth Group (NYSE:UNH) Price Target Lowered to $385.00 at Oppenheimer

UnitedHealth Group (NYSE:UNH) had its price objective lowered by equities research analysts at Oppenheimer from $415.00 to $385.00 in a research note issued on Wednesday,Benzinga reports. The firm currently has an “outperform” rating on the healthcare conglomerate’s stock. Oppenheimer’s price objective indicates a potential upside of 31.36% from the stock’s previous close.

Other analysts have also recently issued research reports about the stock. Bank of America boosted their target price on shares of UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a report on Wednesday, October 8th. Morgan Stanley dropped their price objective on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a report on Friday, January 23rd. JPMorgan Chase & Co. increased their target price on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research report on Thursday, October 9th. Zacks Research upgraded UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research report on Monday, October 6th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus price target of $386.25.

UnitedHealth Group Trading Up 3.7%

UnitedHealth Group stock traded up $10.39 during mid-day trading on Wednesday, hitting $293.09. 14,713,126 shares of the stock were exchanged, compared to its average volume of 10,987,283. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71. UnitedHealth Group has a 12 month low of $234.60 and a 12 month high of $606.36. The firm’s fifty day simple moving average is $332.08 and its two-hundred day simple moving average is $323.81. The stock has a market capitalization of $265.50 billion, a price-to-earnings ratio of 15.28, a PEG ratio of 2.12 and a beta of 0.42.

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

Institutional Trading of UnitedHealth Group

Large investors have recently modified their holdings of the stock. LFA Lugano Financial Advisors SA acquired a new position in shares of UnitedHealth Group during the second quarter worth $25,000. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group during the fourth quarter valued at about $26,000. Foster Dykema Cabot & Partners LLC lifted 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 acquiring an additional 34 shares during the last quarter. 1248 Management LLC purchased a new position in UnitedHealth Group in the 3rd quarter worth about $29,000. Finally, Holos Integrated Wealth LLC acquired a new position in UnitedHealth Group in the 4th quarter worth approximately $29,000. Hedge funds and other 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: Modest Q4 beat on EPS and signs of profit recovery — UNH topped EPS expectations ($2.11 vs. ~$2.09) and management said cost-control measures should lift profit, which supports a near-term recovery narrative. UnitedHealth forecasts 2026 profit slightly above estimates
• Positive Sentiment: Business tailwinds in pharmacy/Optum Rx and ongoing buybacks/dividends — segment strength (Optum Rx) and continued capital returns make the pullback attractive to long-term buyers. UnitedHealth Group (UNH) Q4 Earnings Beat Estimates
• Neutral Sentiment: Analyst target revision but rating intact — UBS trimmed its price target (from $430 to $410) yet kept a Buy rating, which tempers the negative signal from the lowered target and supports incremental buying interest. Benzinga
• Negative Sentiment: Soft 2026 revenue outlook — UNH guided to roughly $439B for 2026 (implying a ~2% revenue decline), its first projected revenue drop in decades, which triggered heavy selling and remains a central drag on sentiment. UnitedHealth’s stock falls further after saying it expects revenue to decline in 2026
• Negative Sentiment: Medicare-rate proposal hit — a government proposal to keep Medicare Advantage payments nearly flat for 2027 materially reduced revenue expectations for insurers, a principal catalyst for last week’s plunge. UnitedHealth Says Trump’s 2027 Medicare Rates ‘Profoundly Negative’ For Seniors
• Negative Sentiment: Restructuring charge and one-offs — the company took a sizable restructuring hit (~$1.6B) that compressed near-term earnings and adds execution risk to the turnaround story. UnitedHealth Takes $1.6 Billion Hit To Earnings Amid Restructuring
• Negative Sentiment: Regulatory and governance headlines — reports of politicians selling UNH ahead of the sell-off and heightened regulatory scrutiny add reputational/oversight risk that can keep volatility elevated. These 3 U.S. politicians suspiciously dumped UnitedHealth stock

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.