UnitedHealth Group Incorporated $UNH Shares Acquired by Level Four Advisory Services LLC

Level Four Advisory Services LLC raised its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 10.6% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 35,321 shares of the healthcare conglomerate’s stock after purchasing an additional 3,390 shares during the period. Level Four Advisory Services LLC’s holdings in UnitedHealth Group were worth $12,197,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Brighton Jones LLC lifted its position in UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after buying an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after acquiring an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH acquired a new stake in UnitedHealth Group in the 2nd quarter valued at $340,000. Harel Insurance Investments & Financial Services Ltd. boosted its position in shares of UnitedHealth Group by 360.8% in the second quarter. Harel Insurance Investments & Financial Services Ltd. now owns 3,737 shares of the healthcare conglomerate’s stock worth $1,166,000 after buying an additional 2,926 shares during the period. Finally, Sigma Planning Corp raised its holdings in shares of UnitedHealth Group by 3.9% during the 2nd quarter. Sigma Planning Corp now owns 15,631 shares of the healthcare conglomerate’s stock valued at $4,876,000 after buying an additional 583 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: Analyst support remains broadly favorable: the street consensus is an average “Moderate Buy” with many buy/overweight ratings and a median price target near $387, providing a base of demand. UnitedHealth Group Incorporated (NYSE:UNH) Receives Average Rating of “Moderate Buy” from Analysts
• Positive Sentiment: Some investors and fund letters still voice conviction in UNH’s long-term growth and income potential, framing recent weakness as a possible oversold buying opportunity. Do You Believe in the Growth Potential of UnitedHealth Group (UNH)?
• Neutral Sentiment: Former Optum CEO/executive Heather Cianfrocco has left after a long tenure; leadership changes can be neutral short-term but raise execution questions until new leadership’s strategy and personnel moves are clear. Former Optum chief departs UnitedHealth
• Negative Sentiment: Leadership shake-up at Optum coincides with aggressive cost controls (salary increase caps, layoffs, clinic closures) and a class-action securities suit — a combination that heightens near-term execution risk and margin uncertainty. UnitedHealth Leadership Shift Tests Cost Controls And Legal Risk Outlook
• Negative Sentiment: UnitedHealth has capped salary increases (~2%) while notifying staff of layoffs as part of restructuring — these moves signal pressure on operating margins and could weigh on morale/execution. UnitedHealth limits salary increases to 2% during restructuring – report
• Negative Sentiment: Analyst models are being trimmed (fair value reduced ~7% in one note) and social/technical signals (a recent “death cross”) along with Medicare Advantage rate headwinds and regulatory scrutiny are fueling short-term bearish calls. How The Investment Story For UnitedHealth Group (UNH) Is Shifting After Mixed Analyst Signals UnitedHealth Group Stock (UNH) Opinions on Medicare Advantage Rate Pressures
• Negative Sentiment: Ongoing cost inflation in claims and regulatory/regulatory-probe risks (DOJ/congressional interest, CMS actions affecting peers) keep upside to margins and near-term EPS less certain. UnitedHealth’s Stock Might Not Rally Until This Number Improves

Analyst Ratings Changes

UNH has been the subject of several recent research reports. JPMorgan Chase & Co. lowered their price objective on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research report on Monday, February 2nd. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Jefferies Financial Group lowered their target price on 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 price target on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Finally, Truist Financial dropped their price objective on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $295.03 on Tuesday. 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 company has a fifty day moving average price of $311.37 and a two-hundred day moving average price of $326.44. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The company has a market cap of $267.25 billion, a PE ratio of 22.37, a P/E/G ratio of 1.35 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share 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 business had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same period in the prior year, the firm earned $6.81 EPS. The business’s quarterly revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts expect 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. Investors of record on Monday, March 9th will be given a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 3.0%. The ex-dividend date is Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 67.02%.

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.