JPMorgan Chase & Co. Has Lowered Expectations for UnitedHealth Group (NYSE:UNH) Stock Price

Key Points

• JPMorgan Chase cut its price target for UnitedHealth from $425 to $389 while maintaining an "overweight" rating, with the new target implying about a 35.53% upside from the prior close.
• UNH has a consensus rating of Moderate Buy (average price target $375.25); the shares opened at $287.03, market cap roughly $260B, and the company recently slightly beat EPS expectations ($2.11 vs. $2.09) with revenue up 12.3% year‑over‑year.

UnitedHealth Group (NYSE:UNH - Get Free Report) had its price objective decreased by JPMorgan Chase & Co. from $425.00 to $389.00 in a research note issued to investors on Monday,Benzinga reports. The firm currently has an "overweight" rating on the healthcare conglomerate's stock. JPMorgan Chase & Co.'s target price suggests a potential upside of 35.53% from the stock's previous close.

Other equities research analysts have also issued reports about the company. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of UnitedHealth Group in a research report on Wednesday. Wells Fargo & Company cut their price objective on UnitedHealth Group from $400.00 to $370.00 and set an "overweight" rating for the company in a report on Friday. Evercore ISI upgraded shares of UnitedHealth Group to a "strong-buy" rating in a research report on Tuesday, January 6th. The Goldman Sachs Group started coverage on shares of UnitedHealth Group in a research note on Tuesday, October 14th. They set a "buy" rating and a $406.00 target price for the company. Finally, KeyCorp reiterated an "overweight" rating on shares of UnitedHealth Group in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and an average price target of $375.25.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $287.03 on Monday. 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 has a 1-year low of $234.60 and a 1-year high of $606.36. The firm has a 50-day moving average of $330.74 and a two-hundred day moving average of $323.73. The stock has a market cap of $260.00 billion, a P/E ratio of 21.76, a PEG ratio of 1.32 and a beta of 0.41.

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

Institutional Trading of UnitedHealth Group

Several large investors have recently made changes to their positions in UNH. MN Wealth Advisors LLC grew its position in shares of UnitedHealth Group by 6.4% in the fourth quarter. MN Wealth Advisors LLC now owns 1,165 shares of the healthcare conglomerate's stock valued at $385,000 after purchasing an additional 70 shares during the last quarter. Fifth Third Bancorp grew its holdings in UnitedHealth Group by 10.4% in the 4th quarter. Fifth Third Bancorp now owns 334,506 shares of the healthcare conglomerate's stock valued at $110,424,000 after buying an additional 31,590 shares during the last quarter. Danske Bank A S lifted its holdings in shares of UnitedHealth Group by 19.7% during the fourth quarter. Danske Bank A S now owns 677,228 shares of the healthcare conglomerate's stock worth $223,560,000 after buying an additional 111,642 shares during the last quarter. Oppenheimer Asset Management Inc. grew its stake in shares of UnitedHealth Group by 13.9% in the fourth quarter. Oppenheimer Asset Management Inc. now owns 55,526 shares of the healthcare conglomerate's stock worth $18,330,000 after acquiring an additional 6,781 shares during the last quarter. Finally, Secured Retirement Advisors LLC boosted its holdings in UnitedHealth Group by 2.6% in the 4th quarter. Secured Retirement Advisors LLC now owns 1,839 shares of the healthcare conglomerate's stock valued at $607,000 after purchasing an additional 47 shares during the period. Institutional investors own 87.86% of the company's stock.

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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