Oppenheimer & Co. Inc. Reduces Holdings in UnitedHealth Group Incorporated $UNH

Oppenheimer & Co. Inc. lowered its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 12.3% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 49,604 shares of the healthcare conglomerate’s stock after selling 6,938 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in UnitedHealth Group were worth $17,128,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Linden Thomas Advisory Services LLC boosted its stake in UnitedHealth Group by 2.8% in the 3rd quarter. Linden Thomas Advisory Services LLC now owns 4,836 shares of the healthcare conglomerate’s stock worth $1,670,000 after buying an additional 134 shares during the last quarter. D.B. Root & Company LLC lifted its position in shares of UnitedHealth Group by 21.0% during the third quarter. D.B. Root & Company LLC now owns 2,050 shares of the healthcare conglomerate’s stock worth $708,000 after purchasing an additional 356 shares in the last quarter. REAP Financial Group LLC increased its position in shares of UnitedHealth Group by 111.6% during the third quarter. REAP Financial Group LLC now owns 419 shares of the healthcare conglomerate’s stock worth $145,000 after acquiring an additional 221 shares during the last quarter. LexAurum Advisors LLC raised its position in shares of UnitedHealth Group by 13.2% in the 3rd quarter. LexAurum Advisors LLC now owns 10,668 shares of the healthcare conglomerate’s stock valued at $3,684,000 after purchasing an additional 1,242 shares in the last quarter. Finally, Oppenheimer Asset Management Inc. grew its holdings in UnitedHealth Group by 15.2% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 48,745 shares of the healthcare conglomerate’s stock worth $16,832,000 after acquiring an additional 6,421 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

UNH opened at $276.49 on Monday. The stock 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 stock has a fifty day moving average price of $325.87 and a 200 day moving average price of $323.46. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its quarterly 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 net margin of 2.69% and a return on equity of 14.79%. The company had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. During the same quarter in the prior year, the business posted $6.81 EPS. UnitedHealth Group’s quarterly revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

Key UnitedHealth Group News

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

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. Barclays reduced their price objective on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Deutsche Bank Aktiengesellschaft lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target for the company. in a research note on Wednesday, October 29th. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. decreased their target price on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a report on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average price target of $372.13.

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.