Morgan Stanley raises target for UnitedHealth Group stock to USD 531.00
Published on 10/27/2026 at 16:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst target and earnings
- Morgan Stanley raised its UnitedHealth Group target to USD 531.00 on October 27, 2026.
- Third-quarter revenue reached USD 112.70 billion, while adjusted earnings per share were USD 4.69.
- UnitedHealth Group stock costs EUR 369.60 at Lang & Schwarz on October 27, 2026 at 4:48 p.m. CEST, 0.65 percent above the Xetra close of October 26, 2026 at EUR 367.20.
- UnitedHealth Group had a USD 369.6 billion market capitalization and a 23.50 price-to-earnings ratio on October 27, 2026.
Morgan Stanley raised its price target for UnitedHealth Group from USD 529.00 to USD 531.00 on October 27, 2026, while keeping an Overweight rating, MarketBeat reported. The target was 28.94 percent above the NYSE price of USD 411.81 at 11:58 a.m. ET on October 27, 2026. At Lang & Schwarz, the stock stood at EUR 369.60 on October 27, 2026 at 4:48 p.m. CEST, 0.65 percent above the Xetra close of October 26, 2026 at EUR 367.20.
Third-quarter earnings reset the baseline
UnitedHealth Group reported third-quarter revenue of USD 112.70 billion on October 13, 2026, down 0.41 percent from USD 113.16 billion a year earlier. Net income reached USD 4.11 billion and GAAP earnings per share were USD 4.56, while adjusted earnings per share came to USD 4.69, according to UnitedHealth Group. The adjusted figure exceeded the USD 4.14 consensus estimate, a 13.29 percent difference, CNBC reported.
Stock stays below its yearly high
The NYSE price of USD 411.81 was 10.79 percent below the 52-week high of USD 461.62 and 60.88 percent above the low of USD 255.97 on October 27, 2026. UnitedHealth Group had a USD 369.6 billion market capitalization, a 23.50 price-to-earnings ratio and a 2.00 percent dividend yield on the same date.
Guidance and medical costs matter
Management raised full-year 2026 adjusted earnings guidance to at least USD 20.50 per share on October 13, 2026, from a prior range of USD 19.50 to USD 20.00. The third-quarter medical care ratio was 88.40 percent, 1.50 percentage points below the 89.90 percent analyst estimate, but elevated medical costs remain a measurable operating issue.
Comparison with peers
UnitedHealth Group: up 0.27 percent, price-to-earnings ratio 23.50, market capitalization USD 369.6 billion. Cigna (NYSE, USD): down 1.25 percent, price-to-earnings ratio 12.50, market capitalization USD 79.8 billion. Elevance Health (NYSE, USD): down 1.71 percent, price-to-earnings ratio 18.04, market capitalization USD 91.9 billion. All three figures were measured on October 27, 2026.
What the target means for valuation
Morgan Stanley's USD 531.00 target sits materially above UnitedHealth Group's same-day NYSE price, while the euro quotation was only 0.65 percent above the prior Xetra close. The contrast leaves the analyst target as the clearest dated valuation signal for the stock.
The further course of trading is shown by the continuously updated real-time quote of UnitedHealth Group stock.
UnitedHealth Group market data
- Company: UnitedHealth Group Incorporated
- ISIN: US91324P1021
- Ticker: UNH
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 27, 2026, 4:48 p.m. CEST): EUR 369.60
- Change versus Xetra close: plus 0.65 percent
- Xetra close (October 26, 2026): EUR 367.20
- Market capitalization: USD 369.6 billion (as of October 27, 2026)
- 52-week range: USD 255.97-461.62 (as of October 27, 2026)
- Sector / Industry: Healthcare / Medical - Healthcare Plans
Market context: Market report S&P 500.
