Orion Porfolio Solutions LLC Purchases 15,421 Shares of UnitedHealth Group Incorporated $UNH

Orion Porfolio Solutions LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 18.9% during the 3rd quarter, Holdings Channel reports. The fund owned 96,943 shares of the healthcare conglomerate’s stock after buying an additional 15,421 shares during the period. Orion Porfolio Solutions LLC’s holdings in UnitedHealth Group were worth $33,474,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. LFA Lugano Financial Advisors SA purchased a new position in UnitedHealth Group during the second quarter valued at approximately $25,000. Hurley Capital LLC raised its stake in UnitedHealth Group by 81.6% during the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock valued at $31,000 after purchasing an additional 40 shares during the period. Sagard Holdings Management Inc. purchased a new stake in UnitedHealth Group during the 2nd quarter valued at approximately $29,000. Cloud Capital Management LLC bought a new stake in UnitedHealth Group in the 3rd quarter valued at $32,000. Finally, Grey Fox Wealth Advisors LLC purchased a new position in shares of UnitedHealth Group during the third quarter valued at about $33,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Key UnitedHealth Group News

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

• Positive Sentiment: Analyst upgrade to “Buy” citing attractive valuation, AI-driven cost efficiencies and long-term demographic tailwinds; frames current weakness as a buying opportunity. UnitedHealth: A Golden Buying Opportunity (Rating Upgrade)
• Positive Sentiment: UnitedHealthcare Vision partners with Hadley to expand emotional-support resources for people with vision loss — positive for brand, patient engagement and non-core reputation momentum (limited direct near-term financial impact). Hadley and UnitedHealthcare Vision Collaborate to Expand Emotional Support for Vision Loss
• Neutral Sentiment: Market reports note UNH underperformed the broader market today; these are summaries of price action and don’t add new company-specific catalysts. Here’s Why UnitedHealth Group (UNH) Fell More Than Broader Market Here’s Why UnitedHealth Group (UNH) Fell More Than Broader Market (Zacks)
• Negative Sentiment: Multiple investor letters and coverage flag an unexpected surge in health-care costs in Q4 that pressured margins — this is the primary operational driver cited for recent stock weakness and poses near-term earnings risk. Unexpected Health Costs Impacted UnitedHealth (UNH) in Q4
• Negative Sentiment: Leadership change at Optum and tighter cost-control measures (pay caps, layoffs, clinic cuts) raise execution risk on margin recovery; coverage also flags a class-action securities suit that could add legal uncertainty. UnitedHealth Leadership Shift Tests Cost Controls And Legal Risk Outlook
• Negative Sentiment: Scott+Scott launched an investigation into potential breaches of fiduciary duty by UnitedHealth directors/officers — potential governance issues and litigation risk that can weigh on sentiment and valuation until resolved. UNITEDHEALTH GROUP INCORPORATED INVESTOR ALERT: Scott+Scott Investigates Directors and Officers

UnitedHealth Group Price Performance

Shares of UNH stock opened at $291.92 on Thursday. The company’s 50-day simple moving average is $309.95 and its two-hundred day simple moving average is $326.09. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a market capitalization of $264.97 billion, a P/E ratio of 22.13, a P/E/G ratio of 1.33 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.02. The company 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%.UnitedHealth Group’s revenue was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be paid a dividend of $2.21 per share. The ex-dividend date is Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.0%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 67.02%.

Analyst Ratings Changes

UNH has been the topic of a number of research reports. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Jefferies Financial Group reduced their target price on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Evercore raised UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Finally, Weiss Ratings lowered shares of UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group 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.