Wells Fargo & Company Raises UnitedHealth Group (NYSE:UNH) Price Target to $397.00

UnitedHealth Group (NYSE:UNH) had its price target raised by research analysts at Wells Fargo & Company from $370.00 to $397.00 in a research report issued on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the healthcare conglomerate’s stock. Wells Fargo & Company‘s target price indicates a potential upside of 11.94% from the company’s current price.

A number of other research firms have also commented on UNH. Weiss Ratings lowered UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, March 2nd. Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective on the stock in a research note on Wednesday. HSBC raised UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price objective on the stock in a research note on Tuesday, April 7th. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Robert W. Baird upped their price target on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $377.64.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $354.66 on Wednesday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. The firm has a market cap of $322.10 billion, a P/E ratio of 26.79, a P/E/G ratio of 1.57 and a beta of 0.40. The business’s fifty day moving average is $292.17 and its two-hundred day moving average is $317.36. UnitedHealth Group has a 52 week low of $234.60 and a 52 week high of $429.90.

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

Institutional Investors Weigh In On UnitedHealth Group

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Financial & Tax Architects LLC increased its holdings in UnitedHealth Group by 5.3% in the first quarter. Financial & Tax Architects LLC now owns 914 shares of the healthcare conglomerate’s stock valued at $247,000 after purchasing an additional 46 shares during the last quarter. Premier Path Wealth Partners LLC increased its holdings in UnitedHealth Group by 24.3% in the first quarter. Premier Path Wealth Partners LLC now owns 5,928 shares of the healthcare conglomerate’s stock valued at $1,604,000 after purchasing an additional 1,158 shares during the last quarter. Granite Harbor Advisors Inc. increased its holdings in UnitedHealth Group by 18.9% in the first quarter. Granite Harbor Advisors Inc. now owns 2,593 shares of the healthcare conglomerate’s stock valued at $702,000 after purchasing an additional 413 shares during the last quarter. Caliber Wealth Management LLC KS increased its holdings in UnitedHealth Group by 7.9% in the first quarter. Caliber Wealth Management LLC KS now owns 14,427 shares of the healthcare conglomerate’s stock valued at $3,904,000 after purchasing an additional 1,059 shares during the last quarter. Finally, Midwest Financial Partners Investments Inc. increased its holdings in UnitedHealth Group by 13.1% in the first quarter. Midwest Financial Partners Investments Inc. now owns 1,554 shares of the healthcare conglomerate’s stock valued at $420,000 after purchasing an additional 180 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Roundup

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

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.