Marathon Asset Management LP Acquires 10,000 Shares of UnitedHealth Group Incorporated $UNH

Marathon Asset Management LP grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 400.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 12,500 shares of the healthcare conglomerate’s stock after acquiring an additional 10,000 shares during the quarter. UnitedHealth Group accounts for approximately 5.7% of Marathon Asset Management LP’s holdings, making the stock its 4th largest holding. Marathon Asset Management LP’s holdings in UnitedHealth Group were worth $4,316,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. Foster Dykema Cabot & Partners LLC increased its stake in UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares in the last quarter. 1248 Management LLC purchased a new stake in shares of UnitedHealth Group during the third quarter valued at $29,000. Hurley Capital LLC raised its stake in UnitedHealth Group by 81.6% in the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock worth $31,000 after acquiring an additional 40 shares during the last quarter. Financial Life Planners acquired a new stake in UnitedHealth Group during the 3rd quarter worth about $32,000. Finally, Sagard Holdings Management Inc. acquired a new position in shares of UnitedHealth Group in the second quarter valued at about $29,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Up 0.7%

UNH opened at $287.60 on Wednesday. The company has a fifty day moving average of $301.00 and a two-hundred day moving average of $324.98. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The stock has a market capitalization of $261.05 billion, a price-to-earnings ratio of 21.80, a PEG ratio of 1.31 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating analysts’ consensus estimates 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 return on equity of 14.79% and a net margin of 2.69%.The company’s quarterly revenue was up 12.3% on a year-over-year basis. During the same period last year, the firm earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

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

Analyst Ratings Changes

A number of equities research analysts recently commented on the company. Royal Bank Of Canada dropped their target price on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Morgan Stanley decreased their price objective on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. Leerink Partners reduced their target price on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Barclays lowered their price target on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Finally, JPMorgan Chase & Co. reduced their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Analyst bullish thesis highlighting AI-driven efficiency and a targeted $1B in cost savings, plus management’s 2026 EPS guidance, supports expectations for margin improvement and earnings recovery. UnitedHealth: Why AI Is The Secret Weapon For The Turnaround
• Positive Sentiment: UnitedHealthcare expanded national doula coverage for employer plans — a value-based, preventive care move that could improve maternal outcomes and reduce downstream costs if utilization and ROI track expectations. UNH Expands Doulas: Better Outcomes or Margin Play Ahead?
• Neutral Sentiment: The company set its Q1 2026 earnings release for April 21 (pre-market) with a webcast — an upcoming report that could drive volatility depending on revenue/margin progress vs. the current EPS guidance. UnitedHealth Group Announces Earnings Release Date
• Neutral Sentiment: Coverage and commentary summarizing a bullish investment case (valuation-focused writeups) keep the narrative mixed—some investors see a longer-term buy opportunity while others wait for clearer execution. Is UnitedHealth Group Incorporated (UNH) A Good Stock To Buy Now?
• Negative Sentiment: Critical research argues the stock is stabilizing but not yet a buy—analysts caution that membership and revenue adjustments reflect strategic resets, and valuation compression leaves limited margin of safety until execution is proven. UnitedHealth: Stabilizing, But Not Yet A Buy

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.