Stratos Wealth Partners LTD. Has $10.68 Million Stake in UnitedHealth Group Incorporated $UNH

Stratos Wealth Partners LTD. grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 15.1% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 30,940 shares of the healthcare conglomerate’s stock after buying an additional 4,069 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in UnitedHealth Group were worth $10,684,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of UNH. Guerra Advisors Inc acquired a new position in shares of UnitedHealth Group in the 3rd quarter valued at $1,059,000. Berkshire Hathaway Inc acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth about $1,572,193,000. Murphy Pohlad Asset Management LLC raised its position in shares of UnitedHealth Group by 21.8% in the 2nd quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock valued at $1,380,000 after acquiring an additional 791 shares during the period. Carnegie Investment Counsel increased its stake in UnitedHealth Group by 2.2% in 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 in the last quarter. Finally, EverSource Wealth Advisors LLC boosted its position in shares of UnitedHealth Group by 48.9% during the second quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock worth $1,806,000 after purchasing an additional 1,901 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Performance

UNH opened at $278.75 on Thursday. 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 business’s 50-day simple moving average is $322.64 and its 200 day simple moving average is $323.07. The firm has a market capitalization of $252.51 billion, a PE ratio of 21.13, a PEG ratio of 1.26 and a beta of 0.41. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. The company had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business’s revenue was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, sell-side analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Zacks Research raised multiple near‑term and multi‑year EPS forecasts (notably Q1 2026, Q2 2026, FY2026, FY2027 and FY2028 plus a higher Q3 2027 forecast), signaling analysts expect some earnings recovery versus earlier outlooks.
• Positive Sentiment: Optum expansion is highlighted as strengthening UnitedHealth’s platform and long‑term growth optionality, supporting investor confidence in franchise value. Optum Expansion Article
• Neutral Sentiment: Several brokers kept constructive ratings (many Buy/Outperform) and the median analyst price target sits near $389, providing a floor for longer‑term investor expectations.
• Neutral Sentiment: Mizuho trimmed its price target to $350 but maintained an Outperform rating — a signal that some firms see delayed recovery rather than a structural problem. Mizuho Note
• Negative Sentiment: Coverage and commentary warn of a flat Medicare Advantage outlook and a recent revenue drop, which could pressure near‑term top‑line growth and sentiment. Flat Medicare Advantage Outlook
• Negative Sentiment: Social and analyst reaction to the recent quarterly results highlighted an earnings/revenue miss and Medicare headwinds that triggered a sharp selloff previously; that skepticism remains a near‑term risk. Earnings Reaction & Medicare Headwinds
• Negative Sentiment: Some analysis notes UnitedHealth trimmed 2026 revenue guidance (to roughly $439B from $448B), marking its first annual decline in decades — a material near‑term catalyst for investor caution. Revenue Guidance Cut
• Negative Sentiment: Ongoing investor concerns about returns on capital and margin normalization could limit enthusiasm until clearer signs of margin recovery appear. Returns On Capital Concern

Wall Street Analyst Weigh In

Several analysts recently commented on UNH shares. Mizuho dropped 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, February 5th. Truist Financial decreased their price objective on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Weiss Ratings reissued a “hold (c-)” rating on shares of UnitedHealth Group in a research report on Wednesday, January 21st. JPMorgan Chase & Co. lowered their target price on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Finally, Morgan Stanley reduced their price objective on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research report on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group 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.