UnitedHealth Group (NYSE:UNH) Stock Price Target Raised at JPMorgan Chase & Co.

UnitedHealth Group (NYSE:UNH) had its price target increased by analysts at JPMorgan Chase & Co. from $516.00 to $524.00 in a research note issued to investors on Friday, Benzinga reports. The firm currently has an “overweight” rating on the healthcare conglomerate’s stock. JPMorgan Chase & Co.‘s price objective would suggest a potential upside of 30.34% from the company’s previous close.

Other analysts have also issued reports about the company. Wall Street Zen upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Truist Financial lifted their target price on UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. UBS Group reissued an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday. Finally, Argus increased their target price on shares of UnitedHealth Group from $400.00 to $470.00 and gave the stock a “buy” rating in a research note on Monday, July 20th. Twenty equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus target price of $461.76.

UnitedHealth Group Stock Performance

UnitedHealth Group stock traded down $4.64 during mid-day trading on Friday, reaching $402.03. The company’s stock had a trading volume of 3,011,647 shares, compared to its average volume of 7,371,645. The firm’s fifty day moving average price is $387.17 and its two-hundred day moving average price is $384.52. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74. UnitedHealth Group has a 12-month low of $255.96 and a 12-month high of $461.62. The company has a market capitalization of $360.86 billion, a P/E ratio of 22.93, a PEG ratio of 1.43 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The firm had revenue of $112.70 billion for the quarter, compared to the consensus estimate of $111.31 billion. During the same quarter in the prior year, the business posted $2.59 earnings per share. The business’s quarterly revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Sell-side analysts predict that UnitedHealth Group will post 20.66 EPS for the current fiscal year.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the sale, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.19% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in UNH. Annex Advisory Services LLC lifted its holdings in shares of UnitedHealth Group by 70.4% in the 3rd quarter. Annex Advisory Services LLC now owns 116,856 shares of the healthcare conglomerate’s stock worth $42,896,000 after acquiring an additional 48,279 shares during the last quarter. North Capital Inc. purchased a new position in UnitedHealth Group in the 3rd quarter worth $210,000. Milestone Asset Management LLC lifted its stake in UnitedHealth Group by 14.4% in the third quarter. Milestone Asset Management LLC now owns 12,480 shares of the healthcare conglomerate’s stock worth $4,581,000 after purchasing an additional 1,570 shares during the last quarter. Detalus Advisors LLC purchased a new stake in UnitedHealth Group during the third quarter valued at about $431,000. Finally, SLT Holdings LLC lifted its position in UnitedHealth Group by 6.1% during the third quarter. SLT Holdings LLC now owns 7,328 shares of the healthcare conglomerate’s stock valued at $2,690,000 after purchasing an additional 419 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Earnings beat and raised outlook: UnitedHealth reported third-quarter adjusted earnings of $4.69 per share versus a $4.14 consensus estimate, while revenue reached $112.7 billion. Management raised its 2026 adjusted earnings outlook to at least $20.50 per share from a previous $19.50–$20.00 range, supporting optimism about margin recovery. UnitedHealth Group gains after Q3 beat and higher 2026 outlook
• Positive Sentiment: Bullish analyst support: Piper Sandler maintained an overweight stance and raised its price target to $504, while Goldman Sachs reportedly lifted its target to $506 after the earnings beat. These targets imply meaningful potential upside from recent trading levels. Piper Sandler analyst says UnitedHealth stock price is expected to rise
• Neutral Sentiment: Potential Medicare growth: Analysts see UnitedHealth’s focus on Medicare special-needs plans, broader coverage and improved margins as possible growth drivers in 2027, but medical-cost and Medicaid pressures remain important execution risks. Can UNH’s Focus on Special Needs Plans Strengthen Medicare Growth?
• Negative Sentiment: Growth concerns remain: Despite the earnings beat, investors are questioning UnitedHealth’s longer-term growth path as membership shrinks and commercial medical costs and Medicaid pressures weigh on profitability. Commentary also argues that much of the positive earnings news may already be reflected in the valuation. UnitedHealth beats on earnings, but investors question growth path
• Negative Sentiment: Mixed Wall Street signals: Barclays issued a pessimistic forecast and Robert W. Baird cut its price target, contrasting with the bullish Piper Sandler and Goldman Sachs calls. TD Cowen reaffirmed a hold rating with a $402 target, indicating limited near-term upside in that firm’s view. Barclays issues pessimistic forecast for UnitedHealth

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.