UnitedHealth Group Incorporated $UNH Shares Bought by Principle Wealth Partners LLC

Principle Wealth Partners LLC boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 19.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 16,453 shares of the healthcare conglomerate’s stock after purchasing an additional 2,709 shares during the period. Principle Wealth Partners LLC’s holdings in UnitedHealth Group were worth $5,681,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the stock. LFA Lugano Financial Advisors SA acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at $25,000. Sagard Holdings Management Inc. purchased a new position in shares of UnitedHealth Group in the second quarter worth approximately $29,000. Islay Capital Management LLC purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $31,000. Grey Fox Wealth Advisors LLC purchased a new position in UnitedHealth Group during the 3rd quarter worth approximately $33,000. Finally, Riggs Asset Managment Co. Inc. lifted its holdings in shares of UnitedHealth Group by 69.4% in 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 in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Q4 EPS modestly beat and Optum Rx showed strength — the company reported $2.11 EPS, a slight beat, and management pointed to segment-level performance (Optum Rx) that supported earnings. Zacks: UnitedHealth Q4 Earnings Beat on Strong Optum Rx
• Positive Sentiment: Profit guidance roughly in line / cost-control progress — management forecast adjusted 2026 profit slightly above estimates and emphasized ongoing cost controls as part of its turnaround. Reuters: UnitedHealth forecasts 2026 profit slightly above estimates
• Neutral Sentiment: Management provided full earnings release and call transcript — useful for assessing assumptions behind guidance and cost initiatives before making a position change. Seeking Alpha: Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue miss and weak 2026 revenue outlook — Q4 revenue ($113.2B) missed estimates and the company guided to ~$439B for 2026 (implying a year‑over‑year decline), a key reason investors sold shares. MSN: UnitedHealth forecasts first revenue drop in nearly four decades
• Negative Sentiment: Medicare-rate proposal shocked insurers — a proposed Trump administration/CMS update that would keep Medicare Advantage payments nearly flat materially worsened the revenue outlook for insurers and amplified the selloff. CNBC: Health insurers tumble after Trump proposes keeping Medicare rates flat
• Negative Sentiment: Large restructuring charge hit near-term results — UnitedHealth took a ~$1.6B charge tied to restructuring as it “right-sizes” Optum and other operations, pressuring Q4 profit and near-term visibility. Forbes: UnitedHealth Takes $1.6 Billion Hit
• Negative Sentiment: Market reaction, downgrades and systemic drag — analysts cut ratings/targets and UNH’s drop pulled down the Dow and health-care ETFs, increasing forced selling and volatility risk. Investopedia: What’s Driving the Huge Decline
• Negative Sentiment: Regulatory/political scrutiny and insider trading questions — reports that lawmakers sold UNH stock ahead of the crash have drawn attention and could add reputational and legal noise. Finbold: Politicians Sold UNH Stock Before Crash

Wall Street Analysts Forecast Growth

UNH has been the topic of several recent analyst reports. Leerink Partners set a $410.00 price target on UnitedHealth Group and gave the company an “outperform” rating in a research report on Wednesday, October 29th. Wells Fargo & Company increased their price target on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 7th. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday. Bank of America boosted their price target on shares of UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a report on Wednesday, October 8th. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of UnitedHealth Group in a research report on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $386.33.

UnitedHealth Group Stock Down 19.7%

UNH opened at $282.32 on Wednesday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. The business has a 50 day moving average price of $332.08 and a 200 day moving average price of $323.81. The firm has a market cap of $255.74 billion, a P/E ratio of 14.74, a price-to-earnings-growth ratio of 2.12 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data 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 4.04% and a return on equity of 19.23%. The business had revenue of $113.22 billion during the quarter, compared to analysts’ expectations of $113.38 billion. During the same period in the previous year, the company earned $6.81 earnings per share. UnitedHealth Group’s revenue for the quarter was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts forecast 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 was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were given a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s payout ratio is currently 46.14%.

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.