9,450 Shares in UnitedHealth Group Incorporated $UNH Purchased by Griffith & Werner Inc.

Griffith & Werner Inc. bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 9,450 shares of the healthcare conglomerate’s stock, valued at approximately $3,039,000. UnitedHealth Group accounts for about 1.6% of Griffith & Werner Inc.’s portfolio, making the stock its 24th largest holding.

Other institutional investors have also recently made changes to their positions in the company. LFA Lugano Financial Advisors SA bought a new stake in UnitedHealth Group in the 2nd quarter valued at about $25,000. Sagard Holdings Management Inc. purchased a new stake in shares of UnitedHealth Group during the 2nd quarter valued at approximately $29,000. Islay Capital Management LLC bought a new stake in UnitedHealth Group during the 2nd quarter valued at $31,000. Hurley Capital LLC grew its position in shares of UnitedHealth Group by 81.6% in the third quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock valued at $31,000 after purchasing an additional 40 shares in the last quarter. Finally, Cloud Capital Management LLC purchased a new stake in UnitedHealth Group during the 3rd quarter worth about $32,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Roundup

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: Seeking Alpha upgraded UNH to a “Buy,” arguing current pessimism is overdone and highlighting scale, AI-driven cost efficiencies, dividend yield and long-term growth from an aging population. Article Title
• Positive Sentiment: UnitedHealthcare Vision is partnering with Hadley to expand emotional support resources for people with vision loss — a reputational/consumer-care positive that can support the brand but is unlikely to move near-term financials. Article Title
• Neutral Sentiment: Analyst coverage remains mixed but not uniformly negative: some outlets report a consensus “Moderate Buy” and investor letters noting the company’s growth potential amid AI tailwinds, showing continued institutional confidence despite nearer-term issues. Article Title
• Negative Sentiment: Leadership turnover at Optum — including the departure of longtime executive Heather Cianfrocco — and a reported reshuffle heighten execution risk as the company tightens pay raises, trims clinics and conducts layoffs to control costs. Investors see this as evidence of near-term margin pressure. Article Title
• Negative Sentiment: Scott+Scott and other plaintiff-law firms have opened investigations/alerts into UNH’s directors and officers for alleged breaches of fiduciary duties, adding potential legal liabilities and headline risk that can pressure the stock. Article Title
• Negative Sentiment: Sector and company reporting point to rising costs and margin pressure (including warnings that the stock may not rally until certain cost metrics improve), which helps explain recent selloffs. Article Title
• Negative Sentiment: Analyst models and fair-value estimates have been trimmed and coverage is increasingly mixed, reflecting uncertainty around execution and Medicare Advantage dynamics; that recalibration reduces near-term upside in price targets. Article Title
• Negative Sentiment: Zacks and other market pieces attribute the stock’s underperformance versus the broader market to the combination of the above operational, cost and legal headlines. Article Title

UnitedHealth Group Price Performance

UNH stock opened at $288.93 on Wednesday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. The firm has a market cap of $261.72 billion, a P/E ratio of 21.91, a P/E/G ratio of 1.36 and a beta of 0.41. The firm’s fifty day moving average is $310.65 and its 200 day moving average is $326.33. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business’s revenue was up 12.3% on a year-over-year basis. During the same quarter last year, the business earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be paid a dividend of $2.21 per share. The ex-dividend date of this dividend is Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 3.1%. UnitedHealth Group’s payout ratio is presently 67.02%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. JPMorgan Chase & Co. lowered their price target on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a report on Monday, February 2nd. Jefferies Financial Group cut their price target on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Truist Financial lowered their price objective on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Leerink Partners reduced their target price on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Finally, Wells Fargo & Company dropped their price target on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Company Profile

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.