Frank Rimerman Advisors LLC Grows Holdings in UnitedHealth Group Incorporated $UNH

Frank Rimerman Advisors LLC grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 47.6% in the 3rd quarter, Holdings Channel reports. The fund owned 13,250 shares of the healthcare conglomerate’s stock after acquiring an additional 4,271 shares during the period. Frank Rimerman Advisors LLC’s holdings in UnitedHealth Group were worth $4,575,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the business. Norges Bank bought a new position in UnitedHealth Group during the 2nd quarter valued at $3,837,207,000. Berkshire Hathaway Inc acquired a new position in UnitedHealth Group in the second quarter worth about $1,572,193,000. Dodge & Cox increased its holdings in UnitedHealth Group by 117.7% in the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after buying an additional 4,730,192 shares during the last quarter. Lone Pine Capital LLC acquired a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $528,273,000. Finally, Amundi raised its position in shares of UnitedHealth Group by 33.8% during the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after acquiring an additional 1,565,245 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Trading Down 1.8%

NYSE:UNH opened at $287.03 on Friday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The business has a fifty day moving average of $330.74 and a 200-day moving average of $323.29. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. The stock has a market cap of $260.00 billion, a price-to-earnings ratio of 21.76, a PEG ratio of 1.35 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter in the prior year, the firm posted $6.81 EPS. UnitedHealth Group’s revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 67.02%.

More UnitedHealth Group News

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

• Positive Sentiment: Q4 beat and near-term optimism: UNH reported an EPS beat that briefly lifted sentiment and helped the stock rally after the print. That positive earnings surprise shows operations can still deliver despite headwinds. UnitedHealth Group (NYSE:UNH) Shares Up 4% After Earnings Beat
• Positive Sentiment: Potential policy upside: Commentary that UNH is negotiating with the administration for more favorable Medicare rates is a tailwind if realized, supporting longer-term policy risk mitigation. 5 Stocks Primed for a Turnaround in 2026
• Neutral Sentiment: Modest analyst adjustments but continued support: Morgan Stanley trimmed its target slightly while keeping an Overweight rating, signaling analyst conviction remains even as near-term assumptions are revised. UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley
• Neutral Sentiment: Investor debate on durability: Several analyst pieces argue the current weakness may be temporary (AI-driven efficiencies, margin recovery) — this creates mixed near-term flows as value buyers size positions vs. risk-averse sellers. UnitedHealth: Opportunity Is Here – Temporary FY2026 Pain
• Negative Sentiment: Analyst price-target cuts: Barclays and Wells Fargo lowered targets (while keeping Overweight ratings), signaling reduced near-term expectations and likely weighing on buying momentum. Analyst Price Target Changes (Benzinga)
• Negative Sentiment: Regulatory/reimbursement pressure: Proposed smaller Medicare reimbursements and government scrutiny of insurer margins remain the largest catalyst for the sell-off and uncertainty around 2026-27 margins. UnitedHealth Plunges After Weak Earnings
• Negative Sentiment: Elevated bearish positioning: Unusual options activity showed a large jump in put buying, indicating short-term hedging or speculative bearish bets that can amplify downward moves. (Options volume data reported 376,697 puts traded vs. average ~163k.)

Analysts Set New Price Targets

Several analysts have weighed in on UNH shares. The Goldman Sachs Group initiated coverage on shares of UnitedHealth Group in a research note on Tuesday, October 14th. They set a “buy” rating and a $406.00 target price for the company. Evercore ISI upgraded shares of UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday. Royal Bank Of Canada reduced their price objective on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research report on Wednesday. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $376.75.

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.