UnitedHealth Group (NYSE:UNH – Get Free Report) had its price objective lifted by analysts at Morgan Stanley from $468.00 to $529.00 in a research note issued to investors on Friday,Benzinga reports. The firm presently has an “overweight” rating on the healthcare conglomerate’s stock. Morgan Stanley’s price objective would suggest a potential upside of 21.54% from the company’s current price.
Other research analysts have also issued reports about the stock. KeyCorp increased 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. HSBC increased their price target on UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a report on Monday, July 6th. Leerink Partners boosted their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 17th. Mizuho boosted their price target on UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research note on Monday, June 8th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $447.29.
Get Our Latest Stock Analysis on UNH
UnitedHealth Group Trading Up 2.8%
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 the consensus estimate of $4.87 by $1.51. The business had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company’s quarterly revenue was up .4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities analysts expect that UnitedHealth Group will post 18.39 EPS for the current fiscal year.
Insider Buying and Selling at UnitedHealth Group
In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.28% of the stock is currently owned by corporate insiders.
Institutional Inflows and Outflows
Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Nordea Investment Management AB boosted its holdings in shares of UnitedHealth Group by 4.2% in the fourth quarter. Nordea Investment Management AB now owns 91,496 shares of the healthcare conglomerate’s stock valued at $30,287,000 after acquiring an additional 3,720 shares in the last quarter. Vaughan David Investments LLC IL raised its stake in shares of UnitedHealth Group by 2.7% in the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock worth $49,772,000 after buying an additional 3,934 shares in the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. grew its holdings in UnitedHealth Group by 1,287.2% during the first quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock worth $16,241,000 after acquiring an additional 55,695 shares during the period. J. Safra Sarasin Holding AG lifted its holdings in UnitedHealth Group by 127.6% in the 4th quarter. J. Safra Sarasin Holding AG now owns 34,947 shares of the healthcare conglomerate’s stock valued at $11,536,000 after acquiring an additional 19,591 shares during the last quarter. Finally, Swiss Life Asset Management Ltd lifted its stake in UnitedHealth Group by 6.5% during the third quarter. Swiss Life Asset Management Ltd now owns 291,853 shares of the healthcare conglomerate’s stock valued at $100,777,000 after purchasing an additional 17,684 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.
Key Stories Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth delivered a Q2 earnings and revenue beat, with adjusted EPS of $6.38 versus expectations near $4.87-$4.94, signaling stronger-than-expected operating performance. UnitedHealth Group Reports Second Quarter 2026 Results
- Positive Sentiment: The company raised its full-year 2026 EPS guidance to $19.50-$20.00, well above prior expectations, which suggests management sees the recovery continuing. UnitedHealth raises 2026 forecast as it controls medical costs
- Positive Sentiment: Management said medical-cost trends are improving and Optum is showing better operating income, supporting the case that UNH’s turnaround is gaining traction. UnitedHealth Q2 Earnings Call Focuses on Reset and Durable Growth
- Positive Sentiment: Analysts at multiple firms raised price targets after the report, reflecting improved sentiment and higher earnings expectations for UnitedHealth Group (UNH). UnitedHealth Analysts Increase Their Forecasts After Better-Than-Expected Q2 Results
- Positive Sentiment: UnitedHealth doubled its 2026 buyback target to at least $5 billion, which can support the stock by reducing share count and signaling confidence from management. What’s Fueling UNH Stock’s Rally? A Bigger Buyback, Higher Guidance – And CEO Says Turnaround Is ‘Returning To Form’
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.
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