UnitedHealth Group (NYSE:UNH) Given New $389.00 Price Target at JPMorgan Chase & Co.

UnitedHealth Group (NYSE:UNH) had its price target lowered by JPMorgan Chase & Co. from $425.00 to $389.00 in a research report released on Monday morning,Benzinga reports. The brokerage currently has an overweight rating on the healthcare conglomerate’s stock.

A number of other research analysts have also recently commented on UNH. Royal Bank Of Canada reduced their target price on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Wells Fargo & Company decreased their price objective on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research report on Friday. Bank of America boosted their price target on UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 8th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Deutsche Bank Aktiengesellschaft cut UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price for the company. in a research note on Wednesday, October 29th. One investment 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 MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $375.46.

UnitedHealth Group Stock Down 0.3%

Shares of UnitedHealth Group stock opened at $285.95 on Monday. The company has a fifty day moving average price of $330.08 and a 200 day moving average price of $323.72. The stock has a market cap of $259.02 billion, a price-to-earnings ratio of 21.68, a price-to-earnings-growth ratio of 1.32 and a beta of 0.41. UnitedHealth Group has a twelve month low of $234.60 and a twelve month high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share 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 the consensus estimate of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The company’s revenue was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts forecast that UnitedHealth Group will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Hedge Funds Weigh In On UnitedHealth Group

Large investors have recently bought and sold shares of the business. Nicholas Hoffman & Company LLC. grew its holdings in shares of UnitedHealth Group by 1.8% during the fourth quarter. Nicholas Hoffman & Company LLC. now owns 2,533 shares of the healthcare conglomerate’s stock valued at $836,000 after purchasing an additional 44 shares during the last quarter. Alliance Wealth Advisors LLC UT grew its stake in UnitedHealth Group by 13.4% during the 4th quarter. Alliance Wealth Advisors LLC UT now owns 797 shares of the healthcare conglomerate’s stock worth $263,000 after buying an additional 94 shares during the last quarter. Fulcrum Wealth Advisors LLC bought a new stake in UnitedHealth Group in the fourth quarter valued at $2,433,000. QRG Capital Management Inc. increased its holdings in shares of UnitedHealth Group by 2.3% in the 4th quarter. QRG Capital Management Inc. now owns 99,579 shares of the healthcare conglomerate’s stock worth $32,872,000 after acquiring an additional 2,274 shares during the period. Finally, Pinnacle Wealth Management Advisory Group LLC boosted its stake in UnitedHealth Group by 11.4% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 8,242 shares of the healthcare conglomerate’s stock valued at $2,721,000 after purchasing an additional 846 shares during the period. Institutional investors own 87.86% of the company’s stock.

More UnitedHealth Group News

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

• Positive Sentiment: Major brokerages retained constructive ratings (buy/overweight) even after trimming targets, leaving meaningful upside from current levels — this suggests institutional confidence in UNH’s earnings power despite near‑term headwinds. Truist and JPMorgan coverage (Benzinga)
• Positive Sentiment: Analyst commentary and coverage continue to emphasize UnitedHealth’s diversified Optum + UnitedHealthcare business and dividend appeal, which can support the stock if fundamentals hold. InsiderMonkey: Wells Fargo note
• Neutral Sentiment: Feature/analysis pieces are debating whether UNH still merits a premium valuation — useful context for investors re‑assessing target multiples but not an immediate catalyst. Forbes valuation analysis
• Negative Sentiment: Several firms cut price targets: Truist trimmed its target (from $410 to $370) and JPMorgan cut its target (from $425 to $389) — these downgrades lower the near‑term brokerage consensus and can pressure the stock. Benzinga: Truist & JPMorgan notes
• Negative Sentiment: Wells Fargo reduced its target (reported cuts to ~$370), and multiple outlets are flagging broader analyst target trims tied to regulatory and reimbursement uncertainty — a clear negative catalyst for sentiment. American Banking News: Wells Fargo cuts
• Negative Sentiment: Coverage noting regulatory headwinds and analysts trimming forecasts has already correlated with share weakness in recent trading sessions. Investors should watch upcoming regulatory commentary, earnings cadence, and any changes to Medicare/Medicaid policy that could affect margins. Aktiencheck: regulatory headwinds
• Negative Sentiment: Market reaction has already shown downside pressure following analyst actions (reports of shares falling after downgrades), so short‑term momentum is unfavorable until clarity returns. American Banking News: share reaction

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.