Bluesphere Advisors LLC Has $2.39 Million Stake in UnitedHealth Group Incorporated $UNH

Bluesphere Advisors LLC lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 345.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,925 shares of the healthcare conglomerate’s stock after purchasing an additional 5,370 shares during the quarter. UnitedHealth Group accounts for 1.1% of Bluesphere Advisors LLC’s holdings, making the stock its 14th largest position. Bluesphere Advisors LLC’s holdings in UnitedHealth Group were worth $2,391,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Murphy Pohlad Asset Management LLC raised its holdings in shares of UnitedHealth Group by 21.8% during the 2nd quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock worth $1,380,000 after buying an additional 791 shares in the last quarter. Berkshire Hathaway Inc acquired a new position in UnitedHealth Group during the second quarter worth about $1,572,193,000. Carnegie Investment Counsel boosted its stake in shares of UnitedHealth Group by 2.2% in the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock valued at $36,471,000 after purchasing an additional 2,316 shares in the last quarter. IFP Advisors Inc increased its position in UnitedHealth Group by 20.7% during the 2nd quarter. IFP Advisors Inc now owns 20,683 shares of the healthcare conglomerate’s stock worth $6,462,000 after purchasing an additional 3,545 shares in the last quarter. Finally, Phoenix Financial Ltd. boosted its position in UnitedHealth Group by 111.5% in the third quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate’s stock valued at $14,282,000 after buying an additional 22,137 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

More UnitedHealth Group News

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

• Positive Sentiment: Management beat Q4 EPS estimates and forecast 2026 adjusted profit roughly in line or slightly above street expectations, which supports near-term earnings visibility. UnitedHealth forecasts 2026 profit slightly above estimates
• Positive Sentiment: Capital-return programs remain intact: management expects continued buybacks and a secure dividend, which investors view as support during the pullback. Trump Triggers Buying Opportunity in UnitedHealth Group
• Neutral Sentiment: Revenue was up year-over-year but missed estimates by a small margin; the quarter included a $1.6B restructuring charge that depressed headline profit comparisons. Those are operational/one-time items that complicate near-term reads but could aid longer-term margin improvement. UnitedHealth Takes $1.6 Billion Hit To Earnings Amid Restructuring
• Neutral Sentiment: Management articulated a turnaround plan for Optum (exiting some markets and re-aligning provider contracts) — this could reduce costs long term but creates short-term execution risk and revenue disruption. For UnitedHealth’s Optum, It’s ‘Back To Basics’ With Smaller Footprint
• Negative Sentiment: The biggest driver of today’s sell-off: a CMS/administration proposal to keep Medicare Advantage reimbursement effectively flat (headline ~0.09%), which materially lowers 2027 payment expectations and directly pressures UnitedHealthcare revenue and margins. Trump Administration proposes keeping steady Medicare rates paid to insurers
• Negative Sentiment: UnitedHealth issued 2026 revenue guidance implying roughly a 2% decline — the first revenue drop in decades — which prompted steep headline selling and sector weakness. UnitedHealth forecasts first revenue drop in nearly four decades; shares plunge
• Negative Sentiment: Market impact and scrutiny: the stock plunged roughly 20%, dragging the Dow and prompting broader sector outflows; separate reports about a lawmaker’s UNH trade ahead of the news add regulatory/PR risk. UnitedHealth Stock Plunges 20%—Here’s What’s Driving the Huge Decline Congressman sold UNH stock weeks before Trump’s Medicare comments

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. UBS Group raised their price objective on UnitedHealth Group from $378.00 to $430.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. TD Cowen boosted their price target on UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a report on Thursday, October 30th. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday. The Goldman Sachs Group assumed coverage on shares of UnitedHealth Group in a research report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price target for the company. Finally, Leerink Partners set a $410.00 price objective on UnitedHealth Group and gave the company an “outperform” rating in a report on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $386.33.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $282.32 on Wednesday. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71. The company has a market capitalization of $255.74 billion, a PE ratio of 14.74, a P/E/G ratio of 2.12 and a beta of 0.42. The firm has a fifty day simple moving average of $332.08 and a 200 day simple moving average of $323.81. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued 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 19.23% and a net margin of 4.04%.The firm had revenue of $113.22 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same period last year, the business posted $6.81 EPS. The business’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. On average, sell-side analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

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.