UnitedHealth Group (NYSE:UNH) Price Target Cut to $350.00 by Analysts at Mizuho

UnitedHealth Group (NYSE:UNH) had its price target trimmed by Mizuho from $430.00 to $350.00 in a report published on Thursday,Benzinga reports. The brokerage currently has an outperform rating on the healthcare conglomerate’s stock.

UNH has been the topic of several other research reports. Weiss Ratings restated a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. TD Cowen upped their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research report on Thursday, October 30th. Oppenheimer cut their target price on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Leerink Partners lowered their price target on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Finally, Truist Financial decreased their price objective on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Stock Down 2.7%

NYSE UNH opened at $268.54 on Thursday. 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 company has a market capitalization of $243.26 billion, a P/E ratio of 20.36, a PEG ratio of 1.27 and a beta of 0.41. UnitedHealth Group has a 12 month low of $234.60 and a 12 month high of $606.36. The company’s 50 day simple moving average is $326.94 and its 200 day simple moving average is $323.01.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating analysts’ consensus estimates 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 quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts expect that UnitedHealth Group will post 29.54 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. Vanguard Group Inc. raised its holdings in UnitedHealth Group by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock valued at $30,238,162,000 after buying an additional 995,210 shares in the last quarter. Capital World Investors lifted its holdings in UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares during the last quarter. Geode Capital Management LLC grew its holdings in UnitedHealth Group by 3.3% during the second quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock valued at $6,624,411,000 after purchasing an additional 675,075 shares during the last quarter. Capital International Investors lifted its stake in shares of UnitedHealth Group by 11.1% in the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after buying an additional 1,747,337 shares during the last quarter. Finally, Capital Research Global Investors grew its stake in UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after buying an additional 7,293,009 shares during the last quarter. Institutional investors and hedge funds 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: Analysts maintain a cautious bullish tilt: the street consensus is a “Moderate Buy,” reflecting continued confidence in UNH’s franchise despite recent volatility. UnitedHealth Group Incorporated (NYSE:UNH) Given Consensus Recommendation of “Moderate Buy” by Analysts
• Positive Sentiment: Mizuho lowered its price target (from $430 to $350) but kept an “outperform” stance, signaling the view that substantial upside still exists over time despite the near-term headwinds. Benzinga
• Positive Sentiment: Bullish commentators argue the selloff may be a buying opportunity, pointing to long-term growth, AI-driven cost initiatives, insider buying and the company’s historical ability to recover from setbacks. UnitedHealth: Buy The Dip As Multiple Factors Could Drive Strong Long-Term Returns
• Neutral Sentiment: Online interest in UNH has spiked, increasing trading attention and volatility — useful context for near-term flow-driven moves but not a fundamental change. Investors Heavily Search UnitedHealth Group Incorporated (UNH): Here is What You Need to Know
• Neutral Sentiment: Corporate PR note: UnitedHealth marketing chief Terry Clark was appointed CEO of the PGA of America — a non-material executive move that is unlikely to affect UNH fundamentals. Health care executive Terry Clark is appointed CEO at the PGA of America
• Negative Sentiment: Q4 results: UNH posted a modest EPS beat but revenue and margins disappointed; investors focused on a spike in medical costs and management’s cautious tone, which triggered a sharp selloff. UnitedHealth’s Q4 Beat Can’t Stop the Slide: Should You Let Go Now?
• Negative Sentiment: Regulatory risk intensified after reports of a DOJ probe and follow-up regulatory questions — adds execution and legal uncertainty that can pressure valuation multiples. UnitedHealth Group Faces DOJ Probe And Regulatory Questions For Future Returns
• Negative Sentiment: Broker and media pessimism is piling up: some firms issued more cautious forecasts and coverage highlighting margin risk and a revenue miss — reinforcing sell-side pressure. Truist Financial Issues Pessimistic Forecast for UnitedHealth Group (NYSE:UNH) Stock Price

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.