E. Ohman J or Asset Management AB decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 17.2% in the 4th quarter, Holdings Channel.com reports. The firm owned 32,079 shares of the healthcare conglomerate’s stock after selling 6,654 shares during the period. E. Ohman J or Asset Management AB’s holdings in UnitedHealth Group were worth $10,590,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds and other institutional investors also recently made changes to their positions in UNH. Foster Dykema Cabot & Partners LLC grew its position in UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after buying an additional 34 shares in the last quarter. 1248 Management LLC bought a new stake in shares of UnitedHealth Group during the 3rd quarter valued at $29,000. Holos Integrated Wealth LLC bought a new position in shares of UnitedHealth Group in the fourth quarter worth $29,000. Hurley Capital LLC raised its stake in 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, Financial Life Planners acquired a new stake in UnitedHealth Group during the third quarter worth about $32,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
A number of brokerages have recently weighed in on UNH. Morgan Stanley cut their price target on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a report on Friday, January 23rd. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. UBS Group reduced their price objective on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Finally, Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. One 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 issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $372.13.
UnitedHealth Group Stock Down 2.2%
Shares of NYSE UNH opened at $269.62 on Tuesday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The firm has a market cap of $244.72 billion, a PE ratio of 20.44, a price-to-earnings-growth ratio of 1.27 and a beta of 0.41. The company has a 50 day simple moving average of $295.77 and a 200 day simple moving average of $324.10.
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same quarter last year, the firm earned $6.81 earnings per share. The company’s revenue for the quarter was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.
UnitedHealth Group Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 3.3%. UnitedHealth Group’s dividend payout ratio is presently 67.02%.
UnitedHealth Group News Summary
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Several commentary pieces argue current fears are overblown and frame UNH as a long-term buy given its scale, diversified businesses and consistent execution — a view that supports buy-the-dip investors. UnitedHealth Group: Fears Remain Overblown In A Panicky Market
- Positive Sentiment: Retail-investor guidance pieces and The Motley Fool highlight UNH as a healthcare name for long-term investors, arguing recent weakness creates an entry point for patient investors. Have $500? 2 Healthcare Stocks Long-Term Investors Should Buy Right Now
- Neutral Sentiment: Zacks compares UNH’s steady, diversified model with Centene’s turnaround, saying UNH’s consistency is attractive but upside is constrained by cost and policy risks — a balanced take for investors weighing relative value. The Upside Debate: UnitedHealth’s Consistency vs Centene’s Comeback
- Neutral Sentiment: Coverage on value-rotation themes lists healthcare/value names as potential beneficiaries of the market shift away from growth; UNH is discussed in the context of being a lower-multiple, large-cap healthcare play. 3 Value Stocks Set to Surge, With Up to 100% Upside by 2028
- Negative Sentiment: Analyst downgrades and commentary on regulatory challenges are pressuring the stock — stories cite potential regulatory scrutiny and margin risk from policy shifts as tangible near-term headwinds. UnitedHealth (UNH) Stock Faces Pressure from Analyst Downgrades and Regulatory Challenges
- Negative Sentiment: Coverage notes a widening gap between reimbursement rates and medical expenses, a key driver cited for the stock’s YTD decline and for concerns about near-term margin pressure. UnitedHealth Stock Is Down 18% in 2026 and Keeps Stumbling. Should You Buy the Dip Monday?
- Negative Sentiment: Recent analyst notes and Zacks’ research updates have lowered Q4 and near-term EPS estimates for UNH, increasing downside risk to sentiment until clearer margin trends re-emerge. Q4 EPS Estimate for UnitedHealth Group Decreased by Analyst Zacks Research Issues Pessimistic Estimate for UNH Earnings
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.
See Also
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