Shell Asset Management Co. Lowers Stake in UnitedHealth Group Incorporated $UNH

Shell Asset Management Co. decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 77.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,761 shares of the healthcare conglomerate’s stock after selling 52,151 shares during the quarter. UnitedHealth Group accounts for about 0.5% of Shell Asset Management Co.’s holdings, making the stock its 22nd largest holding. Shell Asset Management Co.’s holdings in UnitedHealth Group were worth $5,097,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in UNH. LFA Lugano Financial Advisors SA purchased a new stake in UnitedHealth Group in the 2nd quarter worth $25,000. Sagard Holdings Management Inc. purchased a new stake in shares of UnitedHealth Group during the second quarter worth about $29,000. Islay Capital Management LLC purchased a new position in UnitedHealth Group in the 2nd quarter valued at about $31,000. Cloud Capital Management LLC purchased a new stake in UnitedHealth Group during the 3rd quarter worth approximately $32,000. Finally, Grey Fox Wealth Advisors LLC purchased a new position in shares of UnitedHealth Group in the third quarter valued at approximately $33,000. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

UNH stock opened at $293.33 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 $265.71 billion, a P/E ratio of 22.24, a P/E/G ratio of 1.35 and a beta of 0.41. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The business’s 50-day moving average is $320.91 and its two-hundred day moving average is $323.31.

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 the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter last year, the company earned $6.81 earnings per share. 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. Analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

UNH has been the subject of several recent research reports. Wells Fargo & Company reduced their price objective on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. Evercore raised UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Barclays reduced 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. Finally, Jefferies Financial Group reduced 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. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

Key Stories 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?

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.