DDD Partners LLC Raises Stock Holdings in UnitedHealth Group Incorporated $UNH

DDD Partners LLC lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 90.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 43,388 shares of the healthcare conglomerate’s stock after acquiring an additional 20,603 shares during the quarter. DDD Partners LLC’s holdings in UnitedHealth Group were worth $14,982,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in the stock. LFA Lugano Financial Advisors SA bought a new stake in shares of UnitedHealth Group in the second quarter worth $25,000. Sagard Holdings Management Inc. purchased a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $29,000. Islay Capital Management LLC purchased a new position in shares of UnitedHealth Group in the second quarter worth approximately $31,000. Cloud Capital Management LLC purchased a new stake in UnitedHealth Group during the third quarter valued at approximately $32,000. Finally, Grey Fox Wealth Advisors LLC purchased a new position in shares of UnitedHealth Group during the 3rd quarter worth $33,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Positive analyst revisions and forecasts — Zacks lifted several near‑term EPS estimates (notably Q1 2026) and issued a more constructive earnings outlook for FY2026/2027, supporting the view that earnings could rebound despite recent volatility. Zacks Research Issues Positive Forecast for UNH Earnings
• Positive Sentiment: Business strength from Optum expansion — coverage highlights that Optum continues to expand its services and platform, which supports UnitedHealth’s long‑term growth thesis and helps explain why some investors are buying the dip. UnitedHealth Group Incorporated (UNH) Strengthens Healthcare Platform Through Optum Expansion
• Neutral Sentiment: Mizuho trims price target but keeps Outperform — the firm cut its UNH target to $350 (from $430) after Q4 results but retained an Outperform rating, a mixed signal that reduces upside expectations but leaves institutional conviction intact. Mizuho Lowers UnitedHealth Group Incorporated (UNH) Target to $350, Maintains Outperform Rating
• Negative Sentiment: Ongoing policy and cost worries — coverage warns that a flat Medicare Advantage rate outlook and elevated medical inflation could compress margins and limit premium increases, a key reason for recent selling pressure. Flat Medicare Advantage Outlook And Revenue Drop Might Change The Case For Investing In UNH
• Negative Sentiment: Fundamental caution from independent analysis — a Seeking Alpha piece re‑examines risks (medical cost inflation, government funding constraints, delayed Optum margin recovery) and argues the current valuation may already price in higher volatility. UnitedHealth: 3 Reasons Not To Buy (Revisited)
• Negative Sentiment: Market commentary questioning further downside — analysts and writers note the recent ~18% pullback over several weeks and debate whether weakness is temporary or signals deeper issues, keeping sentiment fragile. Is There More Downside To UNH Stock?

Analysts Set New Price Targets

Several equities analysts recently weighed in on UNH shares. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. UBS Group cut their price objective on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Leerink Partners decreased their price objective on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Finally, Morgan Stanley cut their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group Price Performance

NYSE:UNH opened at $293.33 on Friday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. The business’s 50-day moving average is $320.91 and its 200 day moving average is $322.88. The company has a market capitalization of $265.71 billion, a P/E ratio of 22.24, a P/E/G ratio of 1.31 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. The company had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same period in the prior year, the company posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

About UnitedHealth Group

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.