UnitedHealth Group (NYSE:UNH – Free Report) had its price target increased by Truist Financial from $440.00 to $480.00 in a report published on Tuesday,Benzinga reports. Truist Financial currently has a buy rating on the healthcare conglomerate’s stock.
Several other research firms also recently commented on UNH. KeyCorp raised their price objective on shares of UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a report on Tuesday. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Wells Fargo & Company boosted their price objective on UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a research note on Monday. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a research note on Wednesday, April 22nd. 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 report on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $438.92.
Get Our Latest Stock Report on UNH
UnitedHealth Group Stock Performance
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.87 by $1.51. The business had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm’s quarterly revenue was up .4% compared to the same quarter last year. During the same period in the previous year, the business posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts expect that UnitedHealth Group will post 18.39 earnings per share for the current year.
UnitedHealth Group Increases Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a dividend of $2.32 per share. The ex-dividend date was Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a yield of 2.2%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 70.09%.
Insider Buying and Selling at UnitedHealth Group
In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.28% of the stock is currently owned by insiders.
Institutional Investors Weigh In On UnitedHealth Group
Several hedge funds have recently bought and sold shares of UNH. Brighton Jones LLC boosted its holdings in shares of UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after purchasing an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after acquiring an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH purchased a new stake in UnitedHealth Group during the second quarter valued at about $340,000. Flow Traders U.S. LLC bought a new position in shares of UnitedHealth Group during the second quarter valued at about $356,000. Finally, Jump Financial LLC bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at about $377,000. 87.86% of the stock is currently owned by institutional investors.
UnitedHealth Group News Roundup
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth beat Q2 expectations on both earnings and revenue, with EPS of $6.38 versus estimates around $4.87-$4.94 and revenue of $112.03 billion topping forecasts. UnitedHealth Group Inc (UNH) Q2 2026 Earnings Call Highlights: Strong EPS Growth Amidst Cost …
- Positive Sentiment: The company lifted its 2026 adjusted EPS guidance to $19.50-$20.00, above prior expectations, signaling improved confidence in profitability and operating execution. UnitedHealth raises 2026 forecast as it controls medical costs
- Positive Sentiment: Lower medical costs and stronger performance in Optum helped margins, suggesting UnitedHealth is better controlling expenses than investors feared. UnitedHealth blows past estimates, hikes earnings outlook as it reins in costs
- Positive Sentiment: Several analyst notes turned more constructive after the report, including upgrades and higher price targets, which can add to momentum around the stock. Benzinga analyst update
- Neutral Sentiment: Broader market weakness did not stop the move, indicating UNH’s gains were driven mainly by company-specific results rather than the overall tape. Update: Wall Street Snaps Two-Day Advance as Chip-Related Stocks Slump
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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