BNP Paribas Buys 8,843 Shares of UnitedHealth Group Incorporated $UNH

BNP Paribas boosted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 84.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 19,351 shares of the healthcare conglomerate’s stock after purchasing an additional 8,843 shares during the quarter. BNP Paribas’ holdings in UnitedHealth Group were worth $6,680,000 as of its most recent SEC filing.

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

UnitedHealth Group Stock Up 1.8%

NYSE:UNH 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 price-to-earnings-growth ratio of 1.30 and a beta of 0.41. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The stock’s 50 day moving average price is $303.36 and its two-hundred day moving average price is $325.11.

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, topping analysts’ consensus estimates of $2.09 by $0.02. The business had revenue of $113.73 billion for the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same period in the previous year, the company earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be issued a dividend of $2.21 per share. The ex-dividend date 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 presently 67.02%.

Analyst Ratings Changes

Several research firms recently commented on UNH. Mizuho cut their price objective on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. KeyCorp reissued 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. Finally, Morgan Stanley cut their price objective on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus price target of $372.13.

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

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.