UnitedHealth Group (NYSE:UNH) Price Target Cut to $370.00 by Analysts at Truist Financial

UnitedHealth Group (NYSE:UNH) had its price objective trimmed by Truist Financial from $410.00 to $370.00 in a report released on Monday,Benzinga reports. The firm currently has a buy rating on the healthcare conglomerate’s stock.

A number of other equities research analysts have also recently issued reports on the stock. Mizuho boosted their target price on shares of UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a report on Thursday, October 9th. Deutsche Bank Aktiengesellschaft downgraded 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. Wells Fargo & Company lowered their price target on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a report on Friday. Jefferies Financial Group lowered their target price on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Finally, TD Cowen upped their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $375.46.

UnitedHealth Group Stock Down 0.3%

Shares of NYSE UNH opened at $285.95 on Monday. The business’s fifty day moving average price is $330.08 and its 200-day moving average price is $323.72. UnitedHealth Group has a one year low of $234.60 and a one year high of $606.36. The stock has a market capitalization of $259.02 billion, a PE ratio of 21.68, a P/E/G ratio of 1.32 and a beta of 0.41. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. The business had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same period in the previous year, the business posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities research analysts anticipate that UnitedHealth Group will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared 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 of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a yield of 3.1%. UnitedHealth Group’s payout ratio is 67.02%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. LFA Lugano Financial Advisors SA bought a new stake in UnitedHealth Group in the second quarter worth $25,000. Beacon Financial Strategies CORP purchased a new stake in UnitedHealth Group during the 4th quarter valued at about $26,000. Joseph Group Capital Management bought a new position in UnitedHealth Group during the 4th quarter worth approximately $27,000. Sagard Holdings Management Inc. bought a new stake in UnitedHealth Group in the second quarter valued at approximately $29,000. Finally, Foster Dykema Cabot & Partners LLC grew its holdings in shares of UnitedHealth Group by 69.4% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 34 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group News Summary

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.