IQ EQ FUND MANAGEMENT IRELAND Ltd increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 10.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,819 shares of the healthcare conglomerate’s stock after buying an additional 2,086 shares during the quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd’s holdings in UnitedHealth Group were worth $7,534,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Guerra Advisors Inc acquired a new stake in shares of UnitedHealth Group during the third quarter valued at approximately $1,059,000. Berkshire Hathaway Inc purchased a new stake in UnitedHealth Group in the 2nd quarter worth approximately $1,572,193,000. Murphy Pohlad Asset Management LLC increased its stake in shares of UnitedHealth Group by 21.8% in the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock worth $1,380,000 after acquiring an additional 791 shares during the last quarter. Carnegie Investment Counsel boosted its position in UnitedHealth Group by 2.2% during the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock valued at $36,471,000 after purchasing an additional 2,316 shares during the last quarter. Finally, IFP Advisors Inc increased its position in UnitedHealth Group by 20.7% in the 2nd quarter. IFP Advisors Inc now owns 20,683 shares of the healthcare conglomerate’s stock worth $6,462,000 after purchasing an additional 3,545 shares during the last quarter. 87.86% of the stock is owned by institutional investors.
Analysts Set New Price Targets
UNH has been the topic of a number of research reports. Morgan Stanley dropped their price objective on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a report on Friday, January 23rd. Deutsche Bank Aktiengesellschaft lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective for the company. in a research note on Wednesday, October 29th. Evercore ISI upgraded UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Mizuho cut their price objective on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research note on Thursday. Finally, TD Cowen increased their price target on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $372.13.
UnitedHealth Group Stock Down 2.7%
Shares of UNH stock opened at $268.54 on Friday. The stock has a 50 day moving average of $326.94 and a 200-day moving average of $323.01. The firm has a market cap of $243.26 billion, a PE ratio of 20.36, a price-to-earnings-growth ratio of 1.27 and a beta of 0.41. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36.
UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. The firm had revenue of $113.22 billion during the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business’s revenue was up 12.3% on a year-over-year basis. During the same period in the prior year, the firm earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.
Key Stories Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Analysts maintain a cautious bullish tilt: the street consensus is a “Moderate Buy,” reflecting continued confidence in UNH’s franchise despite recent volatility. UnitedHealth Group Incorporated (NYSE:UNH) Given Consensus Recommendation of “Moderate Buy” by Analysts
- Positive Sentiment: Mizuho lowered its price target (from $430 to $350) but kept an “outperform” stance, signaling the view that substantial upside still exists over time despite the near-term headwinds. Benzinga
- Positive Sentiment: Bullish commentators argue the selloff may be a buying opportunity, pointing to long-term growth, AI-driven cost initiatives, insider buying and the company’s historical ability to recover from setbacks. UnitedHealth: Buy The Dip As Multiple Factors Could Drive Strong Long-Term Returns
- Neutral Sentiment: Online interest in UNH has spiked, increasing trading attention and volatility — useful context for near-term flow-driven moves but not a fundamental change. Investors Heavily Search UnitedHealth Group Incorporated (UNH): Here is What You Need to Know
- Neutral Sentiment: Corporate PR note: UnitedHealth marketing chief Terry Clark was appointed CEO of the PGA of America — a non-material executive move that is unlikely to affect UNH fundamentals. Health care executive Terry Clark is appointed CEO at the PGA of America
- Negative Sentiment: Q4 results: UNH posted a modest EPS beat but revenue and margins disappointed; investors focused on a spike in medical costs and management’s cautious tone, which triggered a sharp selloff. UnitedHealth’s Q4 Beat Can’t Stop the Slide: Should You Let Go Now?
- Negative Sentiment: Regulatory risk intensified after reports of a DOJ probe and follow-up regulatory questions — adds execution and legal uncertainty that can pressure valuation multiples. UnitedHealth Group Faces DOJ Probe And Regulatory Questions For Future Returns
- Negative Sentiment: Broker and media pessimism is piling up: some firms issued more cautious forecasts and coverage highlighting margin risk and a revenue miss — reinforcing sell-side pressure. Truist Financial Issues Pessimistic Forecast for UnitedHealth Group (NYSE:UNH) Stock Price
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.
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