Activest Wealth Management Has $1.05 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Activest Wealth Management raised its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 143.2% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 3,026 shares of the healthcare conglomerate’s stock after acquiring an additional 1,782 shares during the period. Activest Wealth Management’s holdings in UnitedHealth Group were worth $1,045,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Geode Capital Management LLC grew its holdings in shares of UnitedHealth Group by 3.3% during the second quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock worth $6,624,411,000 after buying an additional 675,075 shares in the last quarter. Norges Bank acquired a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $3,837,207,000. Dodge & Cox boosted its holdings in UnitedHealth Group by 117.7% during the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its position in UnitedHealth Group by 6.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock worth $2,340,346,000 after buying an additional 432,084 shares in the last quarter. Finally, Amundi grew its holdings in shares of UnitedHealth Group by 33.8% in the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after acquiring an additional 1,565,245 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Price Performance

NYSE:UNH opened at $294.08 on Thursday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. The firm has a market cap of $266.39 billion, a price-to-earnings ratio of 15.35, a P/E/G ratio of 1.69 and a beta of 0.42. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The firm’s 50-day simple moving average is $331.78 and its 200 day simple moving average is $323.60.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping the consensus estimate of $2.09 by $0.02. The company had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same period last year, the firm earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were given a $2.21 dividend. The ex-dividend date was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.0%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 46.14%.

Wall Street Analyst Weigh In

UNH has been the subject of a number of analyst reports. Morgan Stanley decreased their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday. Deutsche Bank Aktiengesellschaft downgraded shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective for the company. in a research report on Wednesday, October 29th. Barclays raised their target price on shares of UnitedHealth Group from $386.00 to $391.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Finally, Oppenheimer dropped their price objective on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $380.67.

More UnitedHealth Group News

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

• Positive Sentiment: Several major firms trimmed price targets but kept bullish ratings (buy/outperform), which helps stem the panic and supports a bounce as investors consider the pullback a buying opportunity. Analyst target changes
• Positive Sentiment: Media and retail-investor coverage framing the sell-off as a buy-the-dip moment (contrarian pieces and “bounce back” stories) is drawing short-term buying interest. Why UnitedHealth Group Stock Just Bounced Back
• Neutral Sentiment: Q4 results: UNH slightly beat EPS (driven by Optum Rx and other segments) but missed revenue by a small margin; management reiterated turnaround actions and provided FY2026 EPS guidance. This mixed fundamental print is keeping longer‑term investors evaluating the recovery timeline. Company press release
• Neutral Sentiment: Company guidance and commentary: Reuters and others note management expects 2026 adjusted profit roughly in line with or slightly above estimates while pursuing cost controls — a mixed signal for revenue growth vs. margin improvement. Reuters profit outlook
• Negative Sentiment: Regulatory shock: a Trump administration/CMS proposal to keep Medicare Advantage payments much lower than expected triggered the initial sharp sell-off — this directly pressures UNH’s Medicare business and drove the large multi‑day decline. Medicare rates story
• Negative Sentiment: Soft 2026 revenue guidance and one‑time charges: management flagged a roughly 2% revenue decline for 2026 (first in decades) and absorbed a ~$1.6B restructuring hit, which undermines near‑term earnings power and prompted analyst target cuts. Forbes analysis
• Negative Sentiment: Political scrutiny / insider trades: reports that some politicians sold UNH ahead of the crash have added reputational and regulatory uncertainty, intensifying the sell pressure while the story unfolds. Politician trades

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.