Folger Nolan Fleming Douglas Capital Management Inc. Has $10.55 Million Stake in UnitedHealth Group Incorporated $UNH

Folger Nolan Fleming Douglas Capital Management Inc. grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 6.1% in the third quarter, Holdings Channel.com reports. The firm owned 30,555 shares of the healthcare conglomerate’s stock after purchasing an additional 1,757 shares during the period. UnitedHealth Group comprises approximately 1.1% of Folger Nolan Fleming Douglas Capital Management Inc.’s investment portfolio, making the stock its 24th largest position. Folger Nolan Fleming Douglas Capital Management Inc.’s holdings in UnitedHealth Group were worth $10,551,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the business. LFA Lugano Financial Advisors SA acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at about $25,000. Sagard Holdings Management Inc. acquired a new position in UnitedHealth Group in the 2nd quarter valued at approximately $29,000. Islay Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $31,000. Grey Fox Wealth Advisors LLC acquired a new position in shares of UnitedHealth Group in the third quarter worth $33,000. Finally, Riggs Asset Managment Co. Inc. boosted its position in UnitedHealth Group by 69.4% during the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after purchasing an additional 43 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Up 4.0%

UNH stock opened at $294.08 on Thursday. 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 50-day moving average of $331.78 and a two-hundred day moving average of $323.60. The stock has a market capitalization of $266.39 billion, a price-to-earnings ratio of 15.35, a price-to-earnings-growth ratio of 1.69 and a beta of 0.42. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share 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 during the quarter, compared to the consensus estimate of $113.38 billion. During the same quarter in the prior year, the company earned $6.81 EPS. The firm’s revenue for the quarter was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were issued a $2.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a yield of 3.0%. UnitedHealth Group’s dividend payout ratio is 46.14%.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on UNH. Evercore ISI raised UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. The Goldman Sachs Group started coverage on shares of UnitedHealth Group in a report on Tuesday, October 14th. They set a “buy” rating and a $406.00 price target on the stock. Mizuho increased their target price on shares of UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research report on Thursday, October 9th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $380.67.

Key UnitedHealth Group News

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

• Positive Sentiment: Several major firms trimmed price targets but kept bullish ratings (buy/outperform), which helps stem the panic and supports a bounce as investors consider the pullback a buying opportunity. Analyst target changes
• Positive Sentiment: Media and retail-investor coverage framing the sell-off as a buy-the-dip moment (contrarian pieces and “bounce back” stories) is drawing short-term buying interest. Why UnitedHealth Group Stock Just Bounced Back
• Neutral Sentiment: Q4 results: UNH slightly beat EPS (driven by Optum Rx and other segments) but missed revenue by a small margin; management reiterated turnaround actions and provided FY2026 EPS guidance. This mixed fundamental print is keeping longer‑term investors evaluating the recovery timeline. Company press release
• Neutral Sentiment: Company guidance and commentary: Reuters and others note management expects 2026 adjusted profit roughly in line with or slightly above estimates while pursuing cost controls — a mixed signal for revenue growth vs. margin improvement. Reuters profit outlook
• Negative Sentiment: Regulatory shock: a Trump administration/CMS proposal to keep Medicare Advantage payments much lower than expected triggered the initial sharp sell-off — this directly pressures UNH’s Medicare business and drove the large multi‑day decline. Medicare rates story
• Negative Sentiment: Soft 2026 revenue guidance and one‑time charges: management flagged a roughly 2% revenue decline for 2026 (first in decades) and absorbed a ~$1.6B restructuring hit, which undermines near‑term earnings power and prompted analyst target cuts. Forbes analysis
• Negative Sentiment: Political scrutiny / insider trades: reports that some politicians sold UNH ahead of the crash have added reputational and regulatory uncertainty, intensifying the sell pressure while the story unfolds. Politician trades

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.