QV Investors Inc. Has $15.97 Million Position in UnitedHealth Group Incorporated $UNH

QV Investors Inc. decreased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 6.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 48,374 shares of the healthcare conglomerate’s stock after selling 3,420 shares during the quarter. UnitedHealth Group accounts for approximately 1.3% of QV Investors Inc.’s holdings, making the stock its 26th biggest holding. QV Investors Inc.’s holdings in UnitedHealth Group were worth $15,969,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in UNH. Guerra Advisors Inc bought a new stake in UnitedHealth Group during the 3rd quarter worth about $1,059,000. Berkshire Hathaway Inc bought a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $1,572,193,000. Carnegie Investment Counsel raised its position in UnitedHealth Group by 2.2% in the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after purchasing an additional 2,316 shares during the last quarter. Phoenix Financial Ltd. boosted its position in UnitedHealth Group by 111.5% in the 3rd quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate’s stock valued at $14,282,000 after buying an additional 22,137 shares during the last quarter. Finally, Money Concepts Capital Corp increased its stake in shares of UnitedHealth Group by 59.1% in the 3rd quarter. Money Concepts Capital Corp now owns 12,380 shares of the healthcare conglomerate’s stock valued at $4,275,000 after buying an additional 4,600 shares during the period. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Up 0.0%

UnitedHealth Group stock opened at $277.30 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week 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 capitalization of $251.70 billion, a price-to-earnings ratio of 21.02, a PEG ratio of 1.28 and a beta of 0.40. The company’s 50 day simple moving average is $283.03 and its 200 day simple moving average is $319.77.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same period last year, the firm posted $6.81 earnings per share. The business’s quarterly revenue 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, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 3.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is 67.02%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Raymond James upgraded UNH to Outperform and set a $330 target, citing higher earnings upside from Optum margin improvement and AI initiatives — a catalyst for near‑term buying interest. UnitedHealth Group (NYSE:UNH) Trading 1.2% Higher After Analyst Upgrade
• Positive Sentiment: Analysts and outlets are highlighting UNH’s planned multibillion‑dollar AI spend (including the Avery generative AI platform) as a lever to speed claims processing and lower costs — a medium‑term margin story if execution succeeds. How UnitedHealth’s AI Bet And Optum Margin Push At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Neutral Sentiment: Coverage pointing to a “quiet turnaround” and pieces framing UNH as a recovery/opportunity trade reflect growing investor interest but hinge on sustained margin progress and regulatory outcome. These narratives support demand but don’t remove execution risk. The Quiet Turnaround In UnitedHealth
• Neutral Sentiment: Analyses benchmarking Q4 and longer‑term valuation debates highlight that UNH’s recent share decline has attracted some buy‑the‑dip interest from bullish analysts, balancing skepticism over near‑term volatility. Health Insurance Providers Stocks Q4 Recap: Benchmarking UnitedHealth (NYSE:UNH)
• Negative Sentiment: Mairs & Power flagged that UnitedHealth’s own operational issues in 2025 were a material drag — a reminder that execution lapses (claims, workflows) can erase expected benefits from tech investments and weigh near‑term results. Self-Inflicted Operational Issues Pressured UnitedHealth Group (UNH) In 2025
• Negative Sentiment: Leerink warns of sizable RADV (risk‑adjustment) audit exposure — a regulatory/financial risk that could lead to Medicare Advantage revenue adjustments and earnings pressure if assessments materialize. This is a key downside risk for investors to monitor. Leerink sees UnitedHealth stock facing largest RADV audit exposure

Analysts Set New Price Targets

UNH has been the topic of several recent research reports. Jefferies Financial Group decreased their price target on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Leerink Partners dropped their price target on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Barclays reduced their price objective on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Finally, Wells Fargo & Company cut their price target on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $363.38.

About UnitedHealth Group

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.