Barclays Keeps Overweight Rating on UnitedHealth Group and Increases Price Target to $386
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 09 2025
0mins
Should l Buy UNH?
Source: Benzinga
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Analyst Views on UNH
Wall Street analysts forecast UNH stock price to rise
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 286.660
Low
330.00
Averages
397.82
High
444.00
Current: 286.660
Low
330.00
Averages
397.82
High
444.00
About UNH
UnitedHealth Group Incorporated is a healthcare and well-being company. Its segments include Optum Health, Optum Insight, Optum Rx, and UnitedHealthcare, which includes UnitedHealthcare Employer & Individual, UnitedHealthcare Medicare & Retirement and UnitedHealthcare Community & State. Optum Health offers comprehensive and patient-centered care, addressing the physical, mental, social, and financial well-being. Optum Health delivers primary, specialty and surgical care; helps patients and providers navigate and address complex, chronic and behavioral health needs. Optum Insight connects the healthcare system with services, analytics and platforms that make clinical, administrative and financial processes simpler and more efficient for all participants in the healthcare system. Optum Rx offers a range of pharmacy care services through retail pharmacies, through home delivery, specialty and community health pharmacies and the provision of in-home and community-based infusion services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- UnitedHealth Group Challenges: Halvorsen also acquired 1,197,273 shares of UnitedHealth Group (UNH), accounting for 1% of his portfolio; however, the company faces challenges such as rising healthcare costs and a Medicare billing probe, resulting in a 40% decline in stock price over the past year, indicating a tougher recovery path ahead.
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See More
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- Audit Findings Impact: Medicaid program overseer Dr. Mehmet Oz stated that the payment halt follows audit findings, requiring Minnesota to propose a comprehensive corrective action plan within 60 days, emphasizing the stringent scrutiny of Medicaid fund usage.
- Nationwide Enrollment Pause: Additionally, a six-month nationwide pause on Medicaid enrollment for durable medical equipment suppliers was announced, aimed at addressing fraud risks among these providers, thereby intensifying oversight of the Medicaid system.
See More
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- Sales Forecast Downgrade: Novo Nordisk anticipates a 5% to 13% decline in sales and profits for 2026, marking the first annual sales drop since 2017, reflecting the company's vulnerability amid fierce competition and pricing pressures, which may further erode investor confidence.
- Drug Development Challenges: The disappointing trial results of Novo's next-generation weight loss drug CagriSema against Eli Lilly's Zepbound led to a more than 16% drop in stock price on the day of the announcement, significantly diminishing analysts' confidence in its commercial potential and possibly affecting future market performance.
- Increasing Pricing Pressure: The decline in GLP-1 drug prices in the U.S. is weighing on Novo Nordisk's revenue and profitability, especially since the U.S. market has accounted for over half of its total sales since 2023, making future pricing strategies critical for the company's ability to regain growth.
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