North Star Asset Management Inc. Acquires 2,254 Shares of UnitedHealth Group Incorporated $UNH

North Star Asset Management Inc. increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 8.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 30,465 shares of the healthcare conglomerate’s stock after purchasing an additional 2,254 shares during the quarter. North Star Asset Management Inc.’s holdings in UnitedHealth Group were worth $10,520,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of UNH. Waddell & Associates LLC grew its holdings in shares of UnitedHealth Group by 17.5% in the 3rd quarter. Waddell & Associates LLC now owns 1,964 shares of the healthcare conglomerate’s stock valued at $678,000 after acquiring an additional 293 shares in the last quarter. Rollins Financial Advisors LLC bought a new position in UnitedHealth Group in the third quarter valued at approximately $203,000. Thoroughbred Financial Services LLC boosted its holdings in shares of UnitedHealth Group by 6.8% in the 3rd quarter. Thoroughbred Financial Services LLC now owns 6,372 shares of the healthcare conglomerate’s stock valued at $2,200,000 after buying an additional 404 shares during the last quarter. Palumbo Wealth Management LLC acquired a new position in UnitedHealth Group during the third quarter worth $1,389,000. Finally, Monetta Financial Services Inc. acquired a new stake in UnitedHealth Group in the third quarter valued at $1,519,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealthcare remains a very large revenue engine — the unit’s revenues rose ~15.7% in 2025 (to roughly $345B), underlining scale and membership momentum that support long-term cash flow potential. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?
• Positive Sentiment: Longer-term market opportunity in healthcare finance solutions (digital payments, analytics, outpatient financing) could benefit Optum/UNH businesses and provide additional growth avenues beyond core insurance. Healthcare Finance Solutions Industry Report 2026-2035
• Neutral Sentiment: Analysts note UNH has underperformed the Dow over the past year but remain cautiously optimistic — implying that some investors view current weakness as a buying opportunity if cost trends normalize. Is UnitedHealth Stock Underperforming the Dow?
• Negative Sentiment: Profitability has deteriorated: adjusted operating earnings at UnitedHealthcare fell sharply (~41% decline reported), driven by elevated medical costs and lower Medicare funding — a primary reason investors are cutting multiples. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?
• Negative Sentiment: Company guidance and subsequent analyst reactions: weak guidance following Q4 results prompted analysts to lower estimates and revise outlooks, increasing downside risk to near-term EPS expectations. Analysts Lower Expectations for UnitedHealth (UNH) Following Weak Guidance
• Negative Sentiment: Share-price and valuation pressure: recent coverage highlights prolonged share weakness and valuation re-rating vs historical levels, which may keep sentiment negative until margin trends show clear improvement. A Look At UnitedHealth Group’s Valuation After Prolonged Share Price Weakness

UnitedHealth Group Stock Performance

Shares of NYSE:UNH opened at $273.92 on Wednesday. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The company’s 50 day moving average price is $314.46 and its two-hundred day moving average price is $325.73. The firm has a market cap of $248.12 billion, a PE ratio of 20.77, a PEG ratio of 1.30 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. The business had revenue of $113.73 billion for the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on UNH shares. Royal Bank Of Canada cut their target price on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Wells Fargo & Company cut their price target on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Truist Financial dropped their price objective on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Finally, TD Cowen upped their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research note on Thursday, October 30th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

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.