a16z Perennial Management L.P. Makes New $652,000 Investment in UnitedHealth Group Incorporated $UNH

a16z Perennial Management L.P. purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the third quarter, Holdings Channel.com reports. The fund purchased 1,889 shares of the healthcare conglomerate’s stock, valued at approximately $652,000.

A number of other institutional investors and hedge funds have also recently made changes to their positions in UNH. Brighton Jones LLC grew its stake in shares of UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after buying an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new stake in UnitedHealth Group during the 2nd quarter worth approximately $340,000. Sax Wealth Advisors LLC increased its position in UnitedHealth Group by 7.1% in the 2nd quarter. Sax Wealth Advisors LLC now owns 706 shares of the healthcare conglomerate’s stock valued at $220,000 after acquiring an additional 47 shares during the period. Finally, Clear Creek Financial Management LLC grew its stake in shares of UnitedHealth Group by 30.1% in the second quarter. Clear Creek Financial Management LLC now owns 2,260 shares of the healthcare conglomerate’s stock worth $705,000 after purchasing an additional 523 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. UBS Group decreased their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Jefferies Financial Group decreased their target price on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Morgan Stanley cut their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a report on Friday, January 23rd. Wells Fargo & Company cut their target price on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Finally, TD Cowen upped their price objective on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group Stock Up 3.0%

UNH stock opened at $276.49 on Friday. The stock’s 50 day moving average is $325.87 and its 200-day moving average is $322.97. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The firm has a market capitalization of $250.46 billion, a PE ratio of 20.96, a P/E/G ratio of 1.24 and a beta of 0.41. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating 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 business had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same period last year, the business earned $6.81 EPS. The business’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Optum/value‑based care is highlighted as a durable growth driver that could support profits over time — a key bullish argument investors cite. UnitedHealth: Riding On Value-Based Care Through Optum
• Positive Sentiment: Mizuho kept an “outperform” stance despite cutting the price target (from $430 to $350), signaling analyst conviction that shares still have upside versus recent levels. Benzinga coverage of Mizuho PT cut
• Positive Sentiment: Long‑run pattern: historical episodes show UNH can stage rapid recoveries (multiple >30% rallies and two >50% runs in 2020 and 2025), which some investors view as evidence the stock can rebound after sharp declines. Can UNH Stock Surge Again?
• Positive Sentiment: Consensus analyst recommendation remains constructive (“Moderate Buy”), providing a supportive backdrop for buyers looking past near‑term noise. Analyst consensus: Moderate Buy
• Neutral Sentiment: Higher investor attention/search activity — signals elevated interest and liquidity but not a directional catalyst by itself. Investors Heavily Search UNH
• Neutral Sentiment: Analyst discussion continues to center on margins and cost trends after FQ4 — important for outlook but outcomes remain uncertain until more guidance clarity. FQ4 earnings: margin concerns
• Negative Sentiment: Despite an EPS beat, a Zacks piece argues rising medical costs, margin compression and Medicare reimbursement risk triggered a sharp selloff — the main driver of recent downward pressure. Q4 beat can’t stop the slide
• Negative Sentiment: Regulatory risk increased after reports the DOJ is probing UnitedHealth, adding uncertainty around future returns and potential legal/operational disruption. DOJ probe and regulatory questions
• Negative Sentiment: Media analysis suggests the company’s recent comeback stalled, prompting calls to reassess the investment thesis until cost trends and regulatory risks are clearer. How UNH’s comeback ran aground

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.