Suvretta Capital Management LLC Purchases 28,220 Shares of UnitedHealth Group Incorporated $UNH

Suvretta Capital Management LLC boosted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 41.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 96,220 shares of the healthcare conglomerate’s stock after purchasing an additional 28,220 shares during the period. Suvretta Capital Management LLC’s holdings in UnitedHealth Group were worth $33,225,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in UNH. North Capital Inc. raised its position in UnitedHealth Group by 16.2% in the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after acquiring an additional 27 shares during the period. Sunflower Bank N.A. raised its holdings in UnitedHealth Group by 1.5% in the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after purchasing an additional 28 shares during the period. Axis Wealth Partners LLC grew its holdings in UnitedHealth Group by 1.7% during the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after purchasing an additional 28 shares during the period. Abound Wealth Management raised its stake in shares of UnitedHealth Group by 13.5% in the third quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after buying an additional 29 shares during the period. Finally, Auxano Advisors LLC increased its holdings in UnitedHealth Group by 3.4% in the 3rd quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock worth $333,000 after acquiring an additional 32 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $282.02 on Friday. The firm has a market capitalization of $255.99 billion, a price-to-earnings ratio of 21.38, a PEG ratio of 1.27 and a beta of 0.41. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79. The stock’s 50-day simple moving average is $303.36 and its 200-day simple moving average is $324.93. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The company had revenue of $113.73 billion during 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 firm’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. As a group, equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be issued a $2.21 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 3.1%. UnitedHealth Group’s payout ratio is presently 67.02%.

UnitedHealth Group News Summary

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

• Positive Sentiment: Sen. Markwayne Mullin disclosed a purchase of $50k–$100k in UNH shares, a small institutional/insider-like buy that can be read as a signal of confidence and may attract retail/institutional attention. Trump Ally, New DHS Leader Nominee Markwayne Mullin Makes New Stock Trades: Here’s What He Bought And Sold
• Positive Sentiment: Short-term price resilience: coverage noted UNH advancing while broader markets declined recently, a sign of relative strength that can draw momentum buyers. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: High investor attention: Zacks and Yahoo pieces highlight UNH as a heavily searched/watched stock; increased attention can boost liquidity and volatility but is not a directional catalyst by itself. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Investor materials: a Barclays healthcare conference transcript was published; investors will parse management commentary for membership trends, margin drivers, and capital allocation but no surprise datapoint was flagged in headlines. UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Analyst coverage and model updates continue to circulate (stock-forecast pieces), which keep expectations and target-price dispersion visible to the market but provide mixed near-term directional pressure. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Negative Sentiment: Valuation/sector pressure concerns: commentary noting a ~39% 12‑month share decline and questioning whether current price reflects value could pressure sentiment and keep selling pressure if investors worry about sector headwinds or earnings risk. Is UnitedHealth Group (UNH) Pricing Reflect Sector Pressures After A 39% Share Price Decline

Analysts Set New Price Targets

A number of research analysts recently weighed in on UNH shares. Barclays lowered their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Truist Financial dropped their price objective on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Weiss Ratings downgraded shares of UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, March 2nd. UBS Group decreased their target price on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Finally, Leerink Partners dropped their price target on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

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.