Archer Investment Corp grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 65.7% during the third quarter, Holdings Channel.com reports. The firm owned 4,886 shares of the healthcare conglomerate’s stock after acquiring an additional 1,937 shares during the period. Archer Investment Corp’s holdings in UnitedHealth Group were worth $1,687,000 at the end of the most recent reporting period.
Other institutional investors also recently modified their holdings of the company. LFA Lugano Financial Advisors SA acquired a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $25,000. Sagard Holdings Management Inc. bought a new position in shares of UnitedHealth Group in the 2nd quarter valued at about $29,000. Islay Capital Management LLC bought a new stake in shares of UnitedHealth Group during the second quarter worth approximately $31,000. Grey Fox Wealth Advisors LLC bought a new position in UnitedHealth Group in the third quarter valued at approximately $33,000. Finally, Riggs Asset Managment Co. Inc. raised its position in shares of UnitedHealth Group by 69.4% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after acquiring an additional 43 shares during the last quarter. 87.86% of the stock is owned by institutional investors.
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 Trading Up 4.0%
UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company had revenue of $113.22 billion during the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter last year, the company posted $6.81 EPS. UnitedHealth Group’s quarterly 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, equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.
UnitedHealth Group Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s payout ratio is currently 46.14%.
Analyst Ratings Changes
A number of research firms recently commented on UNH. Oppenheimer dropped their price objective on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a report on Wednesday. Zacks Research upgraded shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research report on Monday, October 6th. Wells Fargo & Company increased their target price on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, October 7th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday. Finally, JPMorgan Chase & Co. increased their target price on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research note on Thursday, October 9th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $380.67.
View Our Latest Analysis on UNH
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.
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