UnitedHealth Group Incorporated $UNH Shares Bought by Vision Financial Markets LLC

Vision Financial Markets LLC raised its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 214.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,900 shares of the healthcare conglomerate’s stock after acquiring an additional 12,200 shares during the quarter. UnitedHealth Group comprises approximately 5.3% of Vision Financial Markets LLC’s investment portfolio, making the stock its 5th biggest holding. Vision Financial Markets LLC’s holdings in UnitedHealth Group were worth $6,181,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. North Capital Inc. increased its stake in shares of UnitedHealth Group by 16.2% in the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after buying an additional 27 shares during the period. Sunflower Bank N.A. increased its position in UnitedHealth Group by 1.5% in the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after purchasing an additional 28 shares during the period. Axis Wealth Partners LLC lifted its position in UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after purchasing an additional 28 shares during the period. Abound Wealth Management grew its position in shares of UnitedHealth Group by 13.5% during the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after buying an additional 29 shares during the period. Finally, Auxano Advisors LLC lifted its holdings in UnitedHealth Group by 3.4% in the third quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock valued at $333,000 after buying an additional 32 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

UNH opened at $273.00 on Wednesday. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The company has a market capitalization of $247.29 billion, a price-to-earnings ratio of 20.70, a P/E/G ratio of 1.27 and a beta of 0.41. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The business’s 50-day moving average price is $323.87 and its two-hundred day moving average price is $323.38.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter in the previous year, the business posted $6.81 EPS. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

More UnitedHealth Group News

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

• Positive Sentiment: Zacks raised several near-term quarterly EPS estimates (notably Q1 2027 to $6.70 and Q2 2026 to $4.74), signaling pockets of analyst confidence in short-term profitability. Zacks Research estimate updates
• Neutral Sentiment: Zacks published a set of mixed revisions across 2026–2028 (including FY2028 at $22.68 vs. a current consensus nearer $29.54), indicating analyst disagreement on medium‑term trajectory rather than a uniform downgrade. Zacks Research estimate updates
• Neutral Sentiment: General news-roundup pieces and analyst commentary (including Yahoo Finance summaries) are circulating; these synthesize the same themes below but add market reaction context. Here’s What Happened to UnitedHealth Group (UNH)
• Negative Sentiment: Seeking Alpha reports UnitedHealth cut 2026 revenue guidance to $439B from $448B — the first annual decline in decades — which undercuts top‑line confidence and contributed to the selloff, despite continued strong cash flow metrics. UnitedHealth: After The Collapse
• Negative Sentiment: Market commentary and social media summaries (QuiverQuant) point to an earnings reaction where revenue missed expectations while EPS only slightly beat — investors focused on Medicare Advantage headwinds, lingering cyberattack effects and near‑term margin pressure, triggering a sharp pre‑market drop. UnitedHealth Group Stock (UNH) Opinions on Earnings Miss and Medicare Headwinds
• Negative Sentiment: Zacks lowered several later-quarter estimates (Q3 2026 and Q4 2027 among them), reflecting analyst adjustments to expected cadence of recovery — a near‑term negative signal for expected earnings progression. Zacks Research estimate updates

Analysts Set New Price Targets

Several analysts have commented on UNH shares. Barclays dropped their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. UBS Group decreased their target price on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. JPMorgan Chase & Co. decreased their price objective on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Finally, Wells Fargo & Company reduced their target price on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group 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.