UBS Group Cuts UnitedHealth Group (NYSE:UNH) Price Target to $410.00

UnitedHealth Group (NYSE:UNH) had its price objective lowered by UBS Group from $430.00 to $410.00 in a research note released on Wednesday,Benzinga reports. The brokerage currently has a buy rating on the healthcare conglomerate’s stock.

Other equities research analysts have also issued reports about the company. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday. Mizuho lifted their price objective on shares of UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research report on Thursday, October 9th. Zacks Research upgraded shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Evercore ISI raised UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Finally, Wells Fargo & Company upped their price target on UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a research report on Tuesday, October 7th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $376.75.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $287.03 on Wednesday. UnitedHealth Group has a one year low of $234.60 and a one year high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The firm has a 50-day moving average of $330.74 and a 200-day moving average of $323.29. The company has a market cap of $260.00 billion, a P/E ratio of 21.76, a P/E/G ratio of 1.35 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last posted 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 firm had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter last year, the firm earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts forecast that UnitedHealth Group will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were issued a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a yield of 3.1%. UnitedHealth Group’s dividend payout ratio is 67.02%.

Hedge Funds Weigh In On UnitedHealth Group

A number of large investors have recently modified their holdings of UNH. North Capital Inc. increased its holdings in shares of UnitedHealth Group by 16.2% in the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after purchasing an additional 27 shares during the period. Sunflower Bank N.A. raised its holdings in shares of UnitedHealth Group by 1.5% in the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after acquiring an additional 28 shares in the last quarter. Axis Wealth Partners LLC boosted its position in shares of UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after acquiring an additional 28 shares during the last quarter. Abound Wealth Management increased its position in shares of UnitedHealth Group by 13.5% in the third quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after purchasing an additional 29 shares during the last quarter. Finally, Founders Capital Management LLC lifted its position in UnitedHealth Group by 3.0% during the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after purchasing an additional 29 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: Q4 beat and near-term optimism: UNH reported an EPS beat that briefly lifted sentiment and helped the stock rally after the print. That positive earnings surprise shows operations can still deliver despite headwinds. UnitedHealth Group (NYSE:UNH) Shares Up 4% After Earnings Beat
• Positive Sentiment: Potential policy upside: Commentary that UNH is negotiating with the administration for more favorable Medicare rates is a tailwind if realized, supporting longer-term policy risk mitigation. 5 Stocks Primed for a Turnaround in 2026
• Neutral Sentiment: Modest analyst adjustments but continued support: Morgan Stanley trimmed its target slightly while keeping an Overweight rating, signaling analyst conviction remains even as near-term assumptions are revised. UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley
• Neutral Sentiment: Investor debate on durability: Several analyst pieces argue the current weakness may be temporary (AI-driven efficiencies, margin recovery) — this creates mixed near-term flows as value buyers size positions vs. risk-averse sellers. UnitedHealth: Opportunity Is Here – Temporary FY2026 Pain
• Negative Sentiment: Analyst price-target cuts: Barclays and Wells Fargo lowered targets (while keeping Overweight ratings), signaling reduced near-term expectations and likely weighing on buying momentum. Analyst Price Target Changes (Benzinga)
• Negative Sentiment: Regulatory/reimbursement pressure: Proposed smaller Medicare reimbursements and government scrutiny of insurer margins remain the largest catalyst for the sell-off and uncertainty around 2026-27 margins. UnitedHealth Plunges After Weak Earnings
• Negative Sentiment: Elevated bearish positioning: Unusual options activity showed a large jump in put buying, indicating short-term hedging or speculative bearish bets that can amplify downward moves. (Options volume data reported 376,697 puts traded vs. average ~163k.)

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.