Menora Mivtachim Holdings LTD. Increases Holdings in UnitedHealth Group Incorporated $UNH

Menora Mivtachim Holdings LTD. lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 82.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 409,578 shares of the healthcare conglomerate’s stock after buying an additional 185,000 shares during the period. Menora Mivtachim Holdings LTD.’s holdings in UnitedHealth Group were worth $141,427,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in UNH. Guerra Advisors Inc purchased a new position in UnitedHealth Group in the third quarter valued at about $1,059,000. Berkshire Hathaway Inc acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at approximately $1,572,193,000. Carnegie Investment Counsel grew its position in shares of UnitedHealth Group by 2.2% during the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after buying an additional 2,316 shares in the last quarter. EverSource Wealth Advisors LLC raised its holdings in UnitedHealth Group by 48.9% in the second quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock valued at $1,806,000 after acquiring an additional 1,901 shares in the last quarter. Finally, Phoenix Financial Ltd. increased its position in shares of UnitedHealth Group by 111.5% in the 3rd quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate’s stock worth $14,282,000 after purchasing an additional 22,137 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Down 2.8%

UNH stock opened at $277.29 on Friday. The firm’s 50-day moving average is $304.45 and its two-hundred day moving average is $325.09. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $251.69 billion, a price-to-earnings ratio of 21.02, a price-to-earnings-growth ratio of 1.31 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 earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.73 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 firm’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date of this dividend is Monday, March 9th. UnitedHealth Group’s payout ratio is presently 67.02%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Sen. Markwayne Mullin bought $50K–$100K of UNH stock in late February, a discretionary purchase that some market participants view as a small vote of confidence and potential incremental demand. Trump Ally, New DHS Leader Nominee Markwayne Mullin Makes New Stock Trades: Here’s What He Bought And Sold
• Positive Sentiment: UNH showed intraday strength in recent sessions, closing higher while the broader market lagged — indicating pockets of investor demand that can help stabilize the stock. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Management presented at Barclays’ Global Healthcare Conference (full transcript published). These presentations typically reinforce guidance and strategy but rarely move the stock unless new guidance or material news is disclosed. UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Analyst coverage and stock‑forecast pages are being updated; these aggregate views can influence sentiment via price target changes but currently show mixed signals. Watch for any fresh revisions. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Neutral Sentiment: Sector commentary flags growth drivers (tech, M&A) but also headwinds—rising medical costs and workforce shortages—that can pressure margins; UNH’s operational execution will matter most. 4 HMO Stocks to Watch Despite Escalating Costs, Nursing Shortage
• Negative Sentiment: Valuation and price‑performance analyses note significant YTD and 12‑month declines, lower multi‑year returns, and recent downward pressure — reinforcing investor concern on valuation after the prior stretch of strong gains. A Look At UnitedHealth Group’s Valuation After Recent Share Price Weakness

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the company. Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Truist Financial dropped their target price on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Finally, Jefferies Financial Group decreased their price target on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target 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.