UnitedHealth Group Incorporated (NYSE:UNH) Receives $378.88 Consensus Target Price from Analysts

UnitedHealth Group Incorporated (NYSE:UNH) has received a consensus rating of “Moderate Buy” from the twenty-eight research firms that are presently covering the company, Marketbeat.com reports. One research analyst has rated the stock with a sell rating, six have given a hold rating, twenty have given a buy rating and one has assigned a strong buy rating to the company. The average twelve-month price target among analysts that have issued a report on the stock in the last year is $381.8333.

UNH has been the topic of several recent analyst reports. Leerink Partners boosted their price target on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Sanford C. Bernstein boosted their price target on UnitedHealth Group from $405.00 to $411.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 7th. UBS Group lowered their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Jefferies Financial Group boosted their price target on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Finally, KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th.

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $390.44 on Friday. The stock has a market capitalization of $354.57 billion, a PE ratio of 29.49, a price-to-earnings-growth ratio of 1.70 and a beta of 0.64. UnitedHealth Group has a 52 week low of $234.60 and a 52 week high of $404.15. The stock has a 50 day moving average price of $318.85 and a 200 day moving average price of $318.35. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping the consensus estimate of $6.76 by $0.47. The firm 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 quarterly revenue was up 2.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts predict that UnitedHealth Group will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s payout ratio is 66.77%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.28% of the company’s stock.

Hedge Funds Weigh In On UnitedHealth Group

Several institutional investors and hedge funds have recently made changes to their positions in the company. Sarver Vrooman Wealth Advisors acquired a new stake in UnitedHealth Group during the fourth quarter worth approximately $25,000. Beacon Financial Strategies CORP acquired a new stake in UnitedHealth Group during the fourth quarter worth approximately $26,000. Anfield Capital Management LLC grew its position in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after buying an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at $27,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Negative Sentiment: Berkshire Hathaway’s full exit from UnitedHealth Group has weighed on sentiment, as the loss of a respected long-term investor may prompt other holders to reassess their positions. Reuters: UnitedHealth falls after Berkshire sells stake in health insurer
• Neutral Sentiment: UNH had been on a strong rebound before the Berkshire news, and recent earnings showed a profit beat and a guidance increase, suggesting the business recovery narrative is still intact. Yahoo Finance: UnitedHealth Group (UNH) Fell 33% as Rising Medical Costs and Member Mix Pressured Earnings
• Neutral Sentiment: A proposed healthcare bill focused on HSAs, price transparency, and expanded access to coverage could affect insurers over time, but it is still early and its stock impact is uncertain. Quiver Quantitative: New Bill H.R. 8324

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.