Shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Free Report) have received an average rating of “Moderate Buy” from the twenty-eight research firms that are presently covering the company, MarketBeat Ratings reports. Two analysts have rated the stock with a sell rating, eight have assigned a hold rating, seventeen have given a buy rating and one has issued a strong buy rating on the company. The average 12 month price objective among analysts that have covered the stock in the last year is $372.1250.
Several research firms recently commented on UNH. Mizuho cut their price target on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research note on Thursday, February 5th. JPMorgan Chase & Co. dropped their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a report on Monday, February 2nd. Truist Financial reduced their target price on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Oppenheimer decreased their price objective on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th.
View Our Latest Stock Report on UNH
UnitedHealth Group Trading Down 1.1%
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.73 billion for the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm’s quarterly revenue was up 12.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts predict that UnitedHealth Group will post 29.54 EPS for the current fiscal year.
UnitedHealth Group Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 3.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s payout ratio is currently 67.02%.
UnitedHealth Group News Summary
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Erste Group slightly raised its FY2027 EPS forecast for UNH (from $19.71 to $19.77), a modest upward revision that signals continued confidence in underlying earnings momentum even if it’s small versus street consensus; supports the company’s earnings outlook. Erste Group raises FY2027 EPS estimate
- Neutral Sentiment: Zacks flags UNH as a trending stock among its users, highlighting investor attention and notable search interest — increased attention can amplify moves but doesn’t by itself change fundamentals. UnitedHealth Group Incorporated (UNH) Is a Trending Stock
- Neutral Sentiment: A broader piece on mega-cap stocks includes UNH as a large, influential healthcare name with solid fundamentals but limited upside from scale; this frames expectations that UNH may deliver steady returns rather than explosive growth. 1 Mega-Cap Stock with Exciting Potential and 2 We Question
- Negative Sentiment: Valuation coverage after recent share weakness highlights that UNH’s stock has pulled back and analysts/investors are re-checking fair value — increased debate over valuation can sustain selling pressure as investors reassess multiples relative to growth. UnitedHealth Group (UNH) Valuation Check After Recent Weak Share Performance
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently modified their holdings of UNH. J. Derek Lewis & Associates Inc. acquired a new stake in shares of UnitedHealth Group in the 4th quarter worth about $508,000. Purpose Unlimited Inc. bought a new position in UnitedHealth Group in the 4th quarter worth about $32,374,000. Cornerstone Planning LLC acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at approximately $2,295,000. Rockefeller Capital Management L.P. boosted its position in shares of UnitedHealth Group by 8.9% during the fourth quarter. Rockefeller Capital Management L.P. now owns 320,574 shares of the healthcare conglomerate’s stock worth $105,825,000 after buying an additional 26,328 shares during the period. Finally, Winthrop Partners WNY LLC acquired a new stake in UnitedHealth Group in the 4th quarter valued at approximately $613,000. 87.86% of the stock is owned by institutional investors and hedge funds.
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.
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