Donaldson Capital Management LLC Acquires 7,570 Shares of UnitedHealth Group Incorporated $UNH

Donaldson Capital Management LLC raised its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 153,730 shares of the healthcare conglomerate’s stock after purchasing an additional 7,570 shares during the quarter. UnitedHealth Group makes up about 1.7% of Donaldson Capital Management LLC’s holdings, making the stock its 25th biggest holding. Donaldson Capital Management LLC’s holdings in UnitedHealth Group were worth $53,083,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also bought and sold shares of UNH. LFA Lugano Financial Advisors SA bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $25,000. Sagard Holdings Management Inc. bought a new position in shares of UnitedHealth Group during the second quarter valued at approximately $29,000. Islay Capital Management LLC bought a new stake in shares of UnitedHealth Group in the 2nd quarter worth approximately $31,000. Cloud Capital Management LLC purchased a new position in UnitedHealth Group during the third quarter valued at $32,000. Finally, Riggs Asset Managment Co. Inc. grew its stake in shares of UnitedHealth Group by 69.4% in the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after acquiring an additional 43 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q4 beat and near-term optimism: UNH reported an EPS beat that briefly lifted sentiment and helped the stock rally after the print. That positive earnings surprise shows operations can still deliver despite headwinds. UnitedHealth Group (NYSE:UNH) Shares Up 4% After Earnings Beat
• Positive Sentiment: Potential policy upside: Commentary that UNH is negotiating with the administration for more favorable Medicare rates is a tailwind if realized, supporting longer-term policy risk mitigation. 5 Stocks Primed for a Turnaround in 2026
• Neutral Sentiment: Modest analyst adjustments but continued support: Morgan Stanley trimmed its target slightly while keeping an Overweight rating, signaling analyst conviction remains even as near-term assumptions are revised. UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley
• Neutral Sentiment: Investor debate on durability: Several analyst pieces argue the current weakness may be temporary (AI-driven efficiencies, margin recovery) — this creates mixed near-term flows as value buyers size positions vs. risk-averse sellers. UnitedHealth: Opportunity Is Here – Temporary FY2026 Pain
• Negative Sentiment: Analyst price-target cuts: Barclays and Wells Fargo lowered targets (while keeping Overweight ratings), signaling reduced near-term expectations and likely weighing on buying momentum. Analyst Price Target Changes (Benzinga)
• Negative Sentiment: Regulatory/reimbursement pressure: Proposed smaller Medicare reimbursements and government scrutiny of insurer margins remain the largest catalyst for the sell-off and uncertainty around 2026-27 margins. UnitedHealth Plunges After Weak Earnings
• Negative Sentiment: Elevated bearish positioning: Unusual options activity showed a large jump in put buying, indicating short-term hedging or speculative bearish bets that can amplify downward moves. (Options volume data reported 376,697 puts traded vs. average ~163k.)

UnitedHealth Group Price Performance

NYSE UNH opened at $287.03 on Friday. 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 business’s fifty day moving average is $330.74 and its 200 day moving average is $323.51. The company has a market capitalization of $260.00 billion, a PE ratio of 21.76, a price-to-earnings-growth ratio of 1.35 and a beta of 0.42. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36.

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

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.1%. UnitedHealth Group’s dividend payout ratio is 67.02%.

Analyst Ratings Changes

Several analysts recently commented on UNH shares. Evercore ISI raised shares of UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Morgan Stanley decreased their price objective on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a report on Friday, January 23rd. JPMorgan Chase & Co. lifted their target price on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a report on Thursday, October 9th. UBS Group reduced their price objective on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a report on Wednesday. Finally, Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday. One investment 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 assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $376.75.

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.