UnitedHealth Group Incorporated $UNH Holdings Boosted by Victrix Investment Advisors

Victrix Investment Advisors grew its position in UnitedHealth Group Incorporated (NYSE:UNH) by 91.6% during the third quarter, Holdings Channel reports. The institutional investor owned 14,464 shares of the healthcare conglomerate’s stock after acquiring an additional 6,916 shares during the quarter. UnitedHealth Group comprises 2.7% of Victrix Investment Advisors’ investment portfolio, making the stock its 9th largest holding. Victrix Investment Advisors’ holdings in UnitedHealth Group were worth $4,995,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Topsail Wealth Management LLC boosted its position in UnitedHealth Group by 7.5% in the third quarter. Topsail Wealth Management LLC now owns 2,453 shares of the healthcare conglomerate’s stock valued at $847,000 after buying an additional 172 shares during the last quarter. Donaldson Capital Management LLC raised its holdings in shares of UnitedHealth Group by 5.2% during the third quarter. Donaldson Capital Management LLC now owns 153,730 shares of the healthcare conglomerate’s stock valued at $53,083,000 after acquiring an additional 7,570 shares during the last quarter. Lee Financial Co purchased a new stake in UnitedHealth Group during the 3rd quarter valued at about $1,170,000. Independent Advisor Alliance increased its position in UnitedHealth Group by 28.2% during the third quarter. Independent Advisor Alliance now owns 31,977 shares of the healthcare conglomerate’s stock worth $11,042,000 after purchasing an additional 7,026 shares during the last quarter. Finally, Fourth Dimension Wealth LLC increased its stake in UnitedHealth Group by 68.0% during the third quarter. Fourth Dimension Wealth LLC now owns 210 shares of the healthcare conglomerate’s stock worth $73,000 after acquiring an additional 85 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on UNH. UBS Group reduced their price target on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday. The Goldman Sachs Group started coverage on shares of UnitedHealth Group in a research note on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price objective on the stock. Leerink Partners decreased their price target on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research note on Wednesday. JPMorgan Chase & Co. lifted their price objective on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a report on Thursday, October 9th. Finally, Bank of America boosted their target price on shares of UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a research note on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $376.75.

UnitedHealth Group Trading Down 1.8%

UNH opened at $287.03 on Friday. The firm has a market capitalization of $260.00 billion, a P/E ratio of 21.76, a P/E/G ratio of 1.35 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 company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. The firm’s 50 day moving average is $330.74 and its 200-day moving average is $323.51.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data 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 for the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.UnitedHealth Group’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same period in the previous year, the business earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

UnitedHealth Group News Roundup

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 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.