UnitedHealth Group (UNH) Price Target Raised to $352 by Barclays

Barclays has raised its price target for UnitedHealth Group (UNH) to $352, maintaining an "Overweight" rating. This reflects a 4.45% increase in the price target, indicating positive sentiment for the stock's future performance. The average target price from 24 analysts is $327.04, with a high estimate of $677.00 and a low estimate of $198.00, suggesting an upside of 6.32% from the current price of $307.61.

Barclays has recently revised its price target for UnitedHealth Group (UNH) to $352, maintaining an "Overweight" rating. This reflects a 4.45% increase from the previous target, indicating a positive outlook on the stock's future performance. The average target price from 24 analysts is $327.04, with estimates ranging from a high of $677.00 to a low of $198.00, suggesting an upside of 6.32% from the current price of $307.61.

The update comes amidst mixed quarterly results for UNH, where the company reported revenues of nearly $112 billion in the second quarter of 2025, up 13% year-over-year. However, earnings per share (EPS) declined significantly, contracting from $6.80 to $4.08, due to increased costs. Despite this, analysts remain optimistic about the company's long-term prospects.

UnitedHealth Group, a diversified healthcare company, operates through several segments, including UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The company's strong financial performance and steady revenue growth have been noted, despite recent challenges in profitability. The company's dividend yield of around 3% is also a significant attraction for income-seeking investors.

Barclays' bullish stance on UNH is supported by the company's dominant position in the healthcare industry, steady revenue growth, and robust dividend history. The company's cash dividend payout ratio of 30.79% indicates strong dividend safety, and its high liquidity and low debt levels further support its investment case.

The current market capitalization of UNH stands at $281.619 billion, and the stock trades at a forward P/E of 19.10. Despite the recent selloff, the company's forward EV/Sales ratio of 0.76 suggests that it is significantly undervalued compared to the industry average of 3.52. Additionally, the company's impressive profitability metrics, such as its return on common equity and total assets, indicate that it is well-positioned for a turnaround.

In conclusion, Barclays' revised price target for UnitedHealth Group reflects a positive outlook on the company's future performance. The company's strong financial fundamentals, dominant market position, and attractive dividend yield make it an attractive investment opportunity for long-term investors.

References:
[1] https://finance.yahoo.com/news/unitedhealth-group-unh-fell-due-141249352.html
[2] https://seekingalpha.com/article/4818480-unitedhealth-a-healthcare-giant-to-hold-for-years