UnitedHealth Group Incorporated $UNH Shares Bought by Integrated Advisors Network LLC

Integrated Advisors Network LLC lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 132.0% in the 3rd quarter, Holdings Channel.com reports. The firm owned 17,947 shares of the healthcare conglomerate’s stock after purchasing an additional 10,211 shares during the period. Integrated Advisors Network LLC’s holdings in UnitedHealth Group were worth $6,197,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the business. DNB Asset Management AS raised its position in shares of UnitedHealth Group by 2.5% during the 3rd quarter. DNB Asset Management AS now owns 389,238 shares of the healthcare conglomerate’s stock worth $134,404,000 after acquiring an additional 9,513 shares in the last quarter. Choreo LLC lifted its position in shares of UnitedHealth Group by 3.2% during the 3rd quarter. Choreo LLC now owns 35,750 shares of the healthcare conglomerate’s stock worth $12,344,000 after buying an additional 1,125 shares during the last quarter. Clifford Swan Investment Counsel LLC grew its position in shares of UnitedHealth Group by 10.0% in the 3rd quarter. Clifford Swan Investment Counsel LLC now owns 117,731 shares of the healthcare conglomerate’s stock valued at $40,653,000 after buying an additional 10,719 shares during the last quarter. Weaver Consulting Group lifted its position in UnitedHealth Group by 84.6% in the third quarter. Weaver Consulting Group now owns 1,715 shares of the healthcare conglomerate’s stock valued at $592,000 after acquiring an additional 786 shares during the last quarter. Finally, Mesirow Financial Investment Management Inc. grew its holdings in shares of UnitedHealth Group by 0.5% during the third quarter. Mesirow Financial Investment Management Inc. now owns 58,453 shares of the healthcare conglomerate’s stock worth $20,185,000 after purchasing an additional 307 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms recently issued reports on UNH. UBS Group dropped their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. 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 research note on Wednesday, January 28th. Leerink Partners reduced their target price on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Finally, Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. 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 assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $372.13.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Board-approved quarterly dividend of $2.21 per share (3.1% yield), ex-dividend March 9 — supports income investors and can stabilize the share base. UnitedHealth Group Board Authorizes Payment of Quarterly Dividend
• Positive Sentiment: Sector rotation into defensive healthcare is benefiting names like UNH as investors trim cyclical tech and staples exposure — a tailwind for shares. Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.
• Positive Sentiment: Analysts argue UNH’s scale and diversified model give it more upside vs. peers (e.g., Humana) as managed-care margins are tested — a relative-strength story that can attract money into UNH. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Neutral Sentiment: Coverage pieces note UNH is slightly lower since the last earnings report and are parsing forward EPS/assumptions — watch revisions rather than headlines for near-term impact. UnitedHealth (UNH) Down 3.3% Since Last Earnings Report: Can It Rebound?
• Neutral Sentiment: Commentary that UNH has underperformed the Dow over the past year is drawing cautious analyst views — signals attention but no immediate directional catalyst. Is UnitedHealth Stock Underperforming the Dow?
• Negative Sentiment: Aristotle Growth Equity Fund disclosed it exited UNH citing lowered guidance — a vote of concern from an institutional holder and potential selling pressure. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Major selloff context: UNH plunged ~23% in under a month after weak FY guidance plus a proposed near-flat 2027 reimbursement update — a regulatory shock that materially increases earnings uncertainty. Is The Bottom In For UNH Stock After Its Dramatic 23% Slide?
• Negative Sentiment: UnitedHealthcare’s core margins have been squeezed by surging medical costs; management is flagging repricing and utilization levers for 2026 but execution risk remains. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?

UnitedHealth Group Trading Up 0.9%

Shares of UnitedHealth Group stock opened at $286.63 on Friday. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. The firm has a market cap of $259.64 billion, a price-to-earnings ratio of 21.73, 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. The company’s 50-day simple moving average is $312.67 and its 200-day simple moving average is $325.17.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data 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 $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced 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 dividend payout ratio (DPR) is 67.02%.

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.