SBI Securities Co. Ltd. Has $9 Million Stake in UnitedHealth Group Incorporated $UNH

SBI Securities Co. Ltd. lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 83.7% in the third quarter, HoldingsChannel.com reports. The fund owned 26,073 shares of the healthcare conglomerate’s stock after buying an additional 11,882 shares during the period. SBI Securities Co. Ltd.’s holdings in UnitedHealth Group were worth $9,003,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of UNH. Brighton Jones LLC grew its position in UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC increased its position in UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH acquired a new stake in UnitedHealth Group in the second quarter valued at approximately $340,000. Focused Investors LLC increased its holdings in shares of UnitedHealth Group by 21.8% during the second quarter. Focused Investors LLC now owns 504,000 shares of the healthcare conglomerate’s stock worth $157,233,000 after buying an additional 90,100 shares in the last quarter. Finally, Sax Wealth Advisors LLC boosted its holdings in shares of UnitedHealth Group by 7.1% during the 2nd quarter. Sax Wealth Advisors LLC now owns 706 shares of the healthcare conglomerate’s stock valued at $220,000 after acquiring an additional 47 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Trading Down 3.0%

NYSE UNH opened at $275.70 on Thursday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one 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 0.82. The business has a 50 day simple moving average of $328.16 and a 200 day simple moving average of $323.39. The stock has a market capitalization of $249.74 billion, a P/E ratio of 20.90, a P/E/G ratio of 1.31 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 EPS for the quarter, topping 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 company had revenue of $113.22 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same quarter last year, the firm posted $6.81 EPS. The company’s quarterly revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were given a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is 67.02%.

UnitedHealth Group News Summary

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

• Positive Sentiment: Bernstein reiterated an Outperform rating and a $405 price target, arguing UNH remains high‑quality and can weather Medicare volatility — a supportive institutional view for the stock. Bernstein Reiterates Outperform on UnitedHealth
• Positive Sentiment: Buy‑the‑dip arguments surfaced: analysts and commentators point to strong cash flows, Optum’s AI efficiency plans, insider buying and a long‑term growth target from management as reasons the recent selloff may be overdone. UnitedHealth: Buy The Dip
• Positive Sentiment: Bull case pieces reiterate durable competitive advantages (Optum, scale in Medicare Advantage) that could support a recovery if policy headwinds moderate. UnitedHealth Bull Case Theory
• Neutral Sentiment: Wall Street still shows many buy/overweight ratings and a median price target well above current levels (around $390), creating a technical floor if sentiment stabilizes. Quiver Quantitative Commentary
• Neutral Sentiment: Corporate personnel note — Optum/UNH executive Terry Clark was appointed CEO at the PGA of America; largely background news but worth noting senior exec visibility. Terry Clark Appointed CEO at PGA of America
• Negative Sentiment: Immediate trigger — CMS’s advance Medicare rate notice (near‑flat 0.09% growth) spooked investors because it implies constrained reimbursement for Medicare Advantage in 2027, pressuring UNH’s margin outlook and precipitating heavy selling. CMS Medicare Rate Notice Fallout
• Negative Sentiment: Operational concerns: Q4 revenue slightly missed estimates and the medical care ratio rose, and management signaled shedding lower‑margin Medicare members to protect profitability — raising near‑term growth/guidance uncertainty. Is It Time To Reassess UnitedHealth?
• Negative Sentiment: Broker and market skepticism: Truist and other outlets trimmed outlooks or voiced caution, amplifying short‑term bearish pressure amid regulatory risk and margin uncertainty. Truist Issues Pessimistic Forecast

Analysts Set New Price Targets

A number of brokerages have recently commented on UNH. Weiss Ratings reissued a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft downgraded shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target for the company. in a research note on Wednesday, October 29th. Mizuho increased their price objective on UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a report on Thursday, October 9th. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Finally, Evercore ISI raised UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $375.46.

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.