M&G PLC Increases Position in UnitedHealth Group Incorporated $UNH

M&G PLC grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 0.6% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 875,713 shares of the healthcare conglomerate’s stock after buying an additional 4,951 shares during the period. UnitedHealth Group makes up 1.6% of M&G PLC’s investment portfolio, making the stock its 10th largest holding. M&G PLC owned about 0.10% of UnitedHealth Group worth $302,121,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in UNH. Brighton Jones LLC grew its stake 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 period. Revolve Wealth Partners LLC increased its stake 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 valued at $2,033,000 after purchasing an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH bought a new position in shares of UnitedHealth Group in the second quarter valued at $340,000. Stratos Wealth Advisors LLC raised its holdings in shares of UnitedHealth Group by 50.5% in the 2nd quarter. Stratos Wealth Advisors LLC now owns 4,687 shares of the healthcare conglomerate’s stock worth $1,462,000 after acquiring an additional 1,573 shares during the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of UnitedHealth Group in the second quarter valued at approximately $39,495,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

UNH has been the subject of several recent analyst reports. Oppenheimer reduced their target price on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Leerink Partners cut their target price on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Morgan Stanley dropped their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a report on Friday, January 23rd. Mizuho decreased their target price on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. Finally, Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Positive analyst revisions and forecasts — Zacks lifted several near‑term EPS estimates (notably Q1 2026) and issued a more constructive earnings outlook for FY2026/2027, supporting the view that earnings could rebound despite recent volatility. Zacks Research Issues Positive Forecast for UNH Earnings
• Positive Sentiment: Business strength from Optum expansion — coverage highlights that Optum continues to expand its services and platform, which supports UnitedHealth’s long‑term growth thesis and helps explain why some investors are buying the dip. UnitedHealth Group Incorporated (UNH) Strengthens Healthcare Platform Through Optum Expansion
• Neutral Sentiment: Mizuho trims price target but keeps Outperform — the firm cut its UNH target to $350 (from $430) after Q4 results but retained an Outperform rating, a mixed signal that reduces upside expectations but leaves institutional conviction intact. Mizuho Lowers UnitedHealth Group Incorporated (UNH) Target to $350, Maintains Outperform Rating
• Negative Sentiment: Ongoing policy and cost worries — coverage warns that a flat Medicare Advantage rate outlook and elevated medical inflation could compress margins and limit premium increases, a key reason for recent selling pressure. Flat Medicare Advantage Outlook And Revenue Drop Might Change The Case For Investing In UNH
• Negative Sentiment: Fundamental caution from independent analysis — a Seeking Alpha piece re‑examines risks (medical cost inflation, government funding constraints, delayed Optum margin recovery) and argues the current valuation may already price in higher volatility. UnitedHealth: 3 Reasons Not To Buy (Revisited)
• Negative Sentiment: Market commentary questioning further downside — analysts and writers note the recent ~18% pullback over several weeks and debate whether weakness is temporary or signals deeper issues, keeping sentiment fragile. Is There More Downside To UNH Stock?

UnitedHealth Group Stock Performance

NYSE UNH opened at $293.33 on Monday. The company’s 50 day moving average is $320.91 and its 200-day moving average is $323.71. The firm has a market cap of $265.71 billion, a P/E ratio of 22.24, a price-to-earnings-growth ratio of 1.35 and a beta of 0.41. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. 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 (NYSE:UNH) last issued 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 business had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter in the previous year, the firm posted $6.81 EPS. The business’s revenue for the quarter was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

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.