UnitedHealth Group Incorporated $UNH Shares Bought by Public Sector Pension Investment Board

Public Sector Pension Investment Board increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 43.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 287,132 shares of the healthcare conglomerate’s stock after buying an additional 86,432 shares during the quarter. Public Sector Pension Investment Board’s holdings in UnitedHealth Group were worth $99,147,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of UNH. Brighton Jones LLC boosted its holdings in shares of 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 in the last quarter. Revolve Wealth Partners LLC lifted its position in UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new position in shares of UnitedHealth Group during the 2nd quarter valued at $340,000. Bayforest Capital Ltd lifted its holdings in shares of UnitedHealth Group by 390.9% in the second quarter. Bayforest Capital Ltd now owns 270 shares of the healthcare conglomerate’s stock valued at $84,000 after buying an additional 215 shares during the period. Finally, Harbour Investments Inc. grew its holdings in UnitedHealth Group by 150.6% during the second quarter. Harbour Investments Inc. now owns 15,703 shares of the healthcare conglomerate’s stock worth $4,899,000 after acquiring an additional 9,438 shares during the period. Institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

UNH has been the subject of several research reports. Wells Fargo & Company reduced their price objective on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Jefferies Financial Group decreased their price target on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Mizuho reduced their price objective on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Finally, Barclays cut their price objective on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Stock Up 2.0%

NYSE:UNH opened at $284.37 on Friday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The firm has a market capitalization of $257.60 billion, a price-to-earnings ratio of 21.56, a PEG ratio of 1.28 and a beta of 0.41. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. The business’s fifty day moving average price is $321.66 and its 200 day moving average price is $322.80.

UnitedHealth Group (NYSE:UNH) last issued its 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 company had revenue of $113.22 billion for the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same quarter in the prior year, the company earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, sell-side analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

Key UnitedHealth Group News

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

• Positive Sentiment: Zacks Research raised several near‑ and medium‑term EPS forecasts (notably Q1 2026, FY2026 and FY2027) and lifted some quarterly estimates, signaling analysts see better-than-expected earnings cadence ahead. This helped stabilize sentiment after the post‑earnings pullback. Zacks Research estimate revisions
• Positive Sentiment: Coverage highlighting Optum expansion/long‑term platform strength frames UNH as a long‑term compounder — a bullish narrative that supports buyers on weakness. Optum expansion supports long-term thesis
• Neutral Sentiment: Mizuho cut its price target to $350 from $430 but maintained an Outperform rating — a mixed signal that keeps institutional support but narrows upside expectations. Mizuho target cut, Outperform retained
• Negative Sentiment: Coverage reiterating core risks: medical‑cost inflation, government/Medicare Advantage funding constraints, and regulatory pressure — analysts argue current multiples already price in increased volatility and a delayed Optum margin recovery (not expected until 2027). That narrative has been a major driver of recent selling pressure. Seeking Alpha: 3 Reasons Not To Buy (Revisited)
• Negative Sentiment: Forbes flags that UNH has fallen sharply over recent weeks as investor worry about flat MA rates and rising medical costs reignites — the piece questions whether the move reflects temporary overreaction or deeper issues. That market fear has pressured the stock. Forbes: Is there more downside to UNH stock?
• Negative Sentiment: News that a flatter Medicare Advantage outlook and a revenue drop could alter the investment case is keeping downside risk front‑of‑mind for traders focused on 2026 reimbursement dynamics. Yahoo Finance: Flat Medicare Advantage outlook
• Negative Sentiment: Separate commentary notes investor concerns about returns on capital — a governance/efficiency angle that can temper valuation support if not addressed. Yahoo Finance: Returns on capital concerns

UnitedHealth Group Company 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.