UnitedHealth Group (NYSE:UNH) Stock Keeps Hold Rating at TD Cowen

UnitedHealth Group (NYSE:UNH)‘s stock had its “hold” rating reiterated by equities researchers at TD Cowen in a research report issued on Thursday, Benzinga reports. They presently have a $402.00 price objective on the healthcare conglomerate’s stock. TD Cowen’s price objective would suggest a potential downside of 1.23% from the company’s current price.

UNH has been the subject of several other reports. The Goldman Sachs Group lifted their price objective on shares of UnitedHealth Group from $435.00 to $490.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Erste Group Bank cut UnitedHealth Group from a “buy” rating to a “hold” rating in a research report on Thursday, August 27th. Leerink Partners boosted their price objective on UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Wall Street Zen upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Finally, Cantor Fitzgerald boosted their price target on UnitedHealth Group from $440.00 to $495.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Twenty research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $463.57.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $406.99 on Thursday. UnitedHealth Group has a 52 week low of $255.96 and a 52 week high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The stock’s fifty day moving average is $387.04 and its two-hundred day moving average is $386.47. The company has a market capitalization of $365.31 billion, a PE ratio of 23.24, a price-to-earnings-growth ratio of 1.45 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business had revenue of $112.70 billion for the quarter, compared to the consensus estimate of $111.31 billion. During the same period last year, the business posted $2.59 EPS. The business’s revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, analysts expect that UnitedHealth Group will post 20.64 earnings per share for the current year.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the sale, the chief executive officer owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.19% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Wellington Altus USA Inc. grew its holdings in UnitedHealth Group by 97.1% during the second quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock worth $28,000 after acquiring an additional 33 shares during the period. Security National Bank of SO Dak acquired a new stake in UnitedHealth Group in the second quarter valued at $29,000. Nvwm LLC boosted its stake in shares of UnitedHealth Group by 89.2% during the third quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock valued at $26,000 after acquiring an additional 33 shares during the last quarter. Aberdeen Wealth Management LLC acquired a new stake in shares of UnitedHealth Group during the second quarter valued at $31,000. Finally, Nalls Sherbakoff Group LLC purchased a new stake in UnitedHealth Group in the 4th quarter worth approximately $27,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Q3 earnings beat and raised outlook: UnitedHealth reported adjusted earnings of $4.69 per share versus the $4.14 consensus estimate, while revenue of $112.7 billion also exceeded expectations. Management raised its 2026 adjusted EPS outlook to at least $20.50, reinforcing investor confidence in operating execution and helping drive renewed interest in the shares. UnitedHealth Group Has The Market Asking A Bigger Question
• Positive Sentiment: Improving investor sentiment: Recent gains have followed the earnings beat and guidance increase, with analysts and investors reassessing medical-cost trends and the company’s ability to achieve its longer-term growth targets. Some coverage also points to potential efficiency gains from artificial intelligence and UnitedHealth’s diversified business model. Is UnitedHealth Group Stock a Buy After Another Solid Quarter?
• Neutral Sentiment: Healthcare-sector interest: UnitedHealth’s results are supporting interest in healthcare ETFs that include UNH, although diversified funds may reduce exposure to company-specific and Medicaid-related risks. A potentially divided government after the midterm elections could also be broadly favorable for healthcare stocks, but the policy outcome remains uncertain. Healthcare ETFs to Buy as UnitedHealth Beats on Q3 Earnings
• Negative Sentiment: Valuation concerns: One analyst downgraded UnitedHealth from “strong buy” to “buy,” arguing that the stock appears fairly valued near 20 times forward earnings. The view suggests the recent rally may already reflect much of the earnings recovery, making additional gains more dependent on sustained execution. UnitedHealth Rating Downgrade
• Negative Sentiment: Coverage and enrollment pressure: A sharp decline in individual-market enrollment and reports that millions of seniors may lose Medicare Advantage plans in 2027 highlight regulatory, membership and pricing risks for health insurers. These developments could pressure growth and increase uncertainty around future medical costs and retention. Health Insurance Market Enrollment Decline

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.