Mizuho Lowers UnitedHealth Group Incorporated (UNH) Target to $350, Maintains Outperform Rating

Vardah Gill

Thu, February 12, 2026 at 9:38 AM GMT+9 2 min read

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UnitedHealth Group Incorporated (NYSE:UNH) is included among the

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Mizuho Lowers UnitedHealth Group Incorporated (UNH) Target to $350, Maintains Outperform Rating

On February 5, Mizuho cut its price recommendation on UnitedHealth Group Incorporated (NYSE:UNH) to $350 from $430 but kept an Outperform rating on the stock. The revision came after the company’s Q4 results, with the firm pointing to a slower-than-expected earnings recovery as the main reason for the lower target.

For 2025, UnitedHealth generated $447.6 billion in revenue, an increase of 12% from the prior year. Much of that growth came from its Medicare & retirement business. Revenue in that segment climbed about 23% to $171.3 billion, making up just over 38% of total company sales.

The expansion has been steady for years. Since 2020, revenue in the Medicare & retirement segment has surged 89%, rising from $90.8 billion. Medicare has clearly been a key engine behind the company’s overall growth. That also explains why policy risk matters. The Trump administration’s proposal to hold Medicare Advantage rates flat in 2027 could weigh on future growth. Given how important the segment has become, investor caution around the stock appears understandable.

UnitedHealth Group Incorporated (NYSE:UNH) is the largest health insurer in the US and a diversified healthcare company serving more than 50 million people globally. Its operations run through two primary platforms: UnitedHealthcare, which provides insurance coverage, and Optum, which focuses on healthcare services, technology, and data-driven care delivery.

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