UnitedHealth Group (NYSE:UNH) Earns Buy Rating from Truist Financial

UnitedHealth Group (NYSE:UNH)‘s stock had its “buy” rating reissued by Truist Financial in a research note issued on Wednesday,Benzinga reports. They presently have a $395.00 price objective on the healthcare conglomerate’s stock, up from their previous price objective of $370.00. Truist Financial’s target price suggests a potential upside of 11.37% from the company’s previous close.

Several other equities analysts have also recently weighed in on the stock. Barclays dropped their price target on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Argus raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a research report on Wednesday. UBS Group reduced their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Finally, Sanford C. Bernstein lifted their price objective on shares of UnitedHealth Group from $405.00 to $411.00 and gave the company an “outperform” rating in a research note on Tuesday, April 7th. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $377.64.

UnitedHealth Group Price Performance

UNH stock opened at $354.66 on Wednesday. The stock has a market capitalization of $322.10 billion, a PE ratio of 26.79, a price-to-earnings-growth ratio of 1.57 and a beta of 0.40. The company’s 50-day moving average is $292.17 and its 200-day moving average is $317.36. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.79. UnitedHealth Group has a 1 year low of $234.60 and a 1 year high of $429.90.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The company had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business’s revenue was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts expect that UnitedHealth Group will post 18.32 EPS for the current fiscal year.

Institutional Trading of UnitedHealth Group

A number of hedge funds have recently made changes to their positions in UNH. Norges Bank bought a new stake in shares of UnitedHealth Group during the 4th quarter worth $4,376,167,000. Capital Research Global Investors lifted its holdings in shares of UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after acquiring an additional 7,293,009 shares during the last quarter. Capital World Investors lifted its holdings in shares of UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after acquiring an additional 3,439,182 shares during the last quarter. T. Rowe Price Investment Management Inc. lifted its holdings in shares of UnitedHealth Group by 141.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock worth $1,356,432,000 after acquiring an additional 2,410,128 shares during the last quarter. Finally, Cardano Risk Management B.V. lifted its holdings in shares of UnitedHealth Group by 864.4% during the 4th quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock worth $833,099,000 after acquiring an additional 2,262,006 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: Q1 beat and raised full‑year outlook — UNH reported Q1 adjusted EPS of $7.23 (vs. street ~$6.76) and revenue ~ $111.7B, and raised FY‑2026 guidance (management set ~18.25 EPS range), which drove the initial rally. UnitedHealth just raised its full-year guidance
• Positive Sentiment: Broad analyst support — Several firms (Morgan Stanley, RBC, Oppenheimer, Wells Fargo, Leerink and Argus) raised price targets and upgraded ratings after the quarter, signaling renewed conviction from Wall Street. This buying from analysts is reinforcing the move higher. These Analysts Increase Their Forecasts On UnitedHealth After Upbeat Earnings
• Positive Sentiment: Options flow & investor positioning — Unusual call buying (roughly 164k calls, ~30% above average) shows short‑term bullish speculative interest that can amplify upward momentum. (No link available)
• Positive Sentiment: Strategic investments highlighted — Management emphasized AI initiatives and value‑based care expansion (plus a new rural health initiative), which investors see as catalysts for margin expansion and long‑term growth. UNH Q1 Deep Dive: AI Investment and Value-Based Care Drive UnitedHealth’s Strong Start
• Neutral Sentiment: Long‑term value narrative — Several commentary pieces (Zacks, MSN features) argue UNH is a value/quality pick for long‑term investors given earnings power and discounted valuation vs. history; this is more strategic than an immediate price driver. Why UnitedHealth Group (UNH) is a Top Value Stock for the Long-Term
• Neutral Sentiment: Governance spotlight — A shareholder proposal to require a future Board chair be independent has attracted attention; the board opposes it. Governance votes can influence sentiment but are uncertain near‑term. Independent Chair Proposal Tests Governance And Valuation Views At UnitedHealth Group
• Negative Sentiment: Mixed analyst signals remain — Some firms maintain cautious ratings (TD Cowen raised target but kept a “hold” implying slight downside; Robert W. Baird recently flagged an underperform view), so not all analysts are convinced the turnaround is durable. Benzinga coverage of analyst actions

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.