Lee Financial Co Buys Shares of 3,390 UnitedHealth Group Incorporated $UNH

Lee Financial Co bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 3,390 shares of the healthcare conglomerate’s stock, valued at approximately $1,170,000.

Other large investors also recently added to or reduced their stakes in the company. LFA Lugano Financial Advisors SA bought a new stake in shares of UnitedHealth Group in the 2nd quarter worth about $25,000. Sagard Holdings Management Inc. bought a new position in UnitedHealth Group during the 2nd quarter worth about $29,000. Cloud Capital Management LLC bought a new stake in shares of UnitedHealth Group in the 3rd quarter valued at about $32,000. Grey Fox Wealth Advisors LLC bought a new position in shares of UnitedHealth Group during the third quarter valued at approximately $33,000. Finally, Islay Capital Management LLC purchased a new position in shares of UnitedHealth Group in the 2nd quarter valued at $31,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Price Performance

NYSE:UNH opened at $287.03 on Friday. The firm has a market cap of $260.00 billion, a price-to-earnings ratio of 21.76, a PEG ratio of 1.35 and a beta of 0.42. The firm’s fifty day moving average is $330.74 and its two-hundred day moving average is $323.51. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36.

UnitedHealth Group (NYSE:UNH) last posted 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. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. During the same period last year, the company earned $6.81 earnings per share. UnitedHealth Group’s revenue for the quarter was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were given a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 3.1%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 67.02%.

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.)

Wall Street Analyst Weigh In

UNH has been the topic of a number of recent analyst reports. Barclays lowered their price target on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a report on Friday. Morgan Stanley lowered their target price on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. Mizuho upped their target price on UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research report on Thursday, October 9th. Finally, UBS Group dropped their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus price target of $376.75.

About UnitedHealth Group

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.