UnitedHealth Group Incorporated $UNH Shares Purchased by Moloney Securities Asset Management LLC

Moloney Securities Asset Management LLC lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 24.9% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 10,769 shares of the healthcare conglomerate’s stock after buying an additional 2,147 shares during the quarter. Moloney Securities Asset Management LLC’s holdings in UnitedHealth Group were worth $3,719,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. North Capital Inc. boosted its stake in UnitedHealth Group by 16.2% in the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after buying an additional 27 shares during the last quarter. Sunflower Bank N.A. boosted its position in shares of UnitedHealth Group by 1.5% in the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after acquiring an additional 28 shares during the last quarter. Axis Wealth Partners LLC raised its stake in UnitedHealth Group by 1.7% during the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock worth $563,000 after purchasing an additional 28 shares during the period. Abound Wealth Management grew its stake in shares of UnitedHealth Group by 13.5% during the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock valued at $84,000 after buying an additional 29 shares during the period. Finally, Auxano Advisors LLC boosted its holdings in UnitedHealth Group by 3.4% in the third quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock valued at $333,000 after acquiring an additional 32 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Up 3.0%

Shares of UNH opened at $276.49 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. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The stock has a 50-day moving average price of $325.87 and a 200 day moving average price of $322.97. The company has a market capitalization of $250.46 billion, a P/E ratio of 20.96, a P/E/G ratio of 1.24 and a beta of 0.41.

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

UnitedHealth Group News Summary

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

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. TD Cowen lifted their price objective on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research note on Thursday, October 30th. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Finally, Truist Financial lowered their target price on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. 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 one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

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.