UnitedHealth Group (NYSE:UNH – Get Free Report) had its target price lifted by UBS Group from $460.00 to $490.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the healthcare conglomerate’s stock. UBS Group’s price target would indicate a potential upside of 15.77% from the stock’s previous close.
Several other equities analysts have also recently weighed in on the company. Bank of America boosted their price objective on UnitedHealth Group from $450.00 to $475.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Zacks Research raised UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a research report on Monday. Weiss Ratings raised UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, July 10th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, June 23rd. Finally, Cantor Fitzgerald restated an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $440.17.
Check Out Our Latest Research Report on UNH
UnitedHealth Group Stock Performance
UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its earnings results 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. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same period in the previous year, the company earned $4.08 earnings per share. The company’s revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Analysts predict that UnitedHealth Group will post 18.39 earnings per share for the current fiscal year.
Insider Buying and Selling
In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 0.28% of the stock is currently owned by company insiders.
Institutional Trading of UnitedHealth Group
Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Walker Asset Management LLC bought a new position in UnitedHealth Group during the second quarter worth about $229,000. Ballast Inc. grew its holdings in shares of UnitedHealth Group by 11.4% during the second quarter. Ballast Inc. now owns 17,484 shares of the healthcare conglomerate’s stock worth $7,267,000 after buying an additional 1,791 shares in the last quarter. Regent Peak Wealth Advisors LLC grew its position in UnitedHealth Group by 21.3% in the second quarter. Regent Peak Wealth Advisors LLC now owns 1,620 shares of the healthcare conglomerate’s stock valued at $673,000 after purchasing an additional 285 shares in the last quarter. Annex Advisory Services LLC increased its position in shares of UnitedHealth Group by 159.6% during the 2nd quarter. Annex Advisory Services LLC now owns 68,577 shares of the healthcare conglomerate’s stock worth $28,503,000 after purchasing an additional 42,157 shares during the last quarter. Finally, Whitener Capital Management Inc. raised its holdings in shares of UnitedHealth Group by 43.0% in the 2nd quarter. Whitener Capital Management Inc. now owns 3,893 shares of the healthcare conglomerate’s stock valued at $1,618,000 after purchasing an additional 1,171 shares during the period. 87.86% of the stock is owned by institutional investors.
Key Stories Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth’s Q2 results beat expectations on both earnings and revenue, driven by better cost control and stronger performance at Optum. UnitedHealth Group Reports Second Quarter 2026 Results
- Positive Sentiment: The company raised its 2026 profit guidance and said it is on track for at least $5 billion in share repurchases this year, signaling confidence in cash generation. UnitedHealth raises 2026 forecast as it controls medical costs
- Positive Sentiment: Management said the turnaround is gaining momentum, which boosted optimism that earnings recovery could continue into the second half of the year. UnitedHealth blows past estimates, hikes earnings outlook as it reins in costs
- Neutral Sentiment: Robert W. Baird raised UNH to Neutral and increased its price target, reflecting a more balanced view after the rally. UnitedHealth Group (NYSE:UNH) Rating Increased to Neutral at Robert W. Baird
- Negative Sentiment: Some commentary cautioned that elevated medical-cost pressures still remain a risk for managed-care peers and for UNH’s margin outlook. Why Elevance Earnings Gave Health Insurance Stocks A Cold; UNH Up Next
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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