Blume Capital Management Inc. Sells 2,778 Shares of UnitedHealth Group Incorporated $UNH

Blume Capital Management Inc. lowered its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 90.5% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 290 shares of the healthcare conglomerate’s stock after selling 2,778 shares during the quarter. Blume Capital Management Inc.’s holdings in UnitedHealth Group were worth $100,000 as of its most recent SEC filing.

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

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the company. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft downgraded UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective for the company. in a research note on Wednesday, October 29th. Mizuho cut their price target on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a report on Thursday. Leerink Partners lowered their price objective on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. reduced their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. 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 issued a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $276.49 on Monday. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. 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 firm has a market cap of $250.46 billion, a price-to-earnings ratio of 20.96, a PEG ratio of 1.27 and a beta of 0.41. The business’s fifty day moving average is $325.87 and its 200 day moving average is $323.46.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data 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 company had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter in the previous year, the firm earned $6.81 earnings per share. UnitedHealth Group’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

Key Headlines Impacting 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 Company 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.