UnitedHealth Group Incorporated $UNH Shares Bought by Atria Investments Inc

Atria Investments Inc lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 7.4% during the 3rd quarter, Holdings Channel.com reports. The fund owned 59,521 shares of the healthcare conglomerate’s stock after buying an additional 4,105 shares during the period. Atria Investments Inc’s holdings in UnitedHealth Group were worth $20,553,000 at the end of the most recent reporting period.

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

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Zacks raised several near-term quarterly EPS forecasts (Q1 2027, Q2 2026 and Q2 2027), highlighting pockets of stronger short‑term earnings momentum that may support near-term valuation. MarketBeat UNH
• Positive Sentiment: Despite the revenue/guidance pullback, analysts note robust cash generation — operating cash flow near $18B and strong levered free cash flow — which supports liquidity, capital return potential and longer‑term recovery prospects. UnitedHealth: After The Collapse
• Neutral Sentiment: News roundups (earnings recap) summarize the core moves: slight EPS beat, revenue short of estimates, and management’s downward 2026 revenue guide — useful context but largely repetitive of primary reports. Yahoo: Here’s What Happened to UnitedHealth Group
• Negative Sentiment: Mizuho cut its price target to $350 (from $430) after Q4 results, signaling reduced medium‑term upside even though the firm kept an Outperform rating — a clear drag on sentiment and analyst‑driven demand. Mizuho Lowers UNH Target
• Negative Sentiment: Management trimmed 2026 revenue guidance to $439B (from $448B), the company’s first annual decline in decades — this fuels near‑term concern about Medicare Advantage headwinds and margin normalization. UnitedHealth: After The Collapse
• Negative Sentiment: Zacks also cut some future-quarter EPS forecasts (notably Q3 2026 and Q4 2027) and projects a lower FY2028 EPS, reflecting lingering uncertainty in revenue/margin recovery that could pressure medium‑term estimates. MarketBeat UNH
• Negative Sentiment: Social and market commentary highlight the earnings reaction — revenue miss, Medicare Advantage worries and cyberattack aftereffects — which drove heavy selling in immediate post‑earnings sessions and keeps near‑term volatility elevated. QuiverQuant Opinions

UnitedHealth Group Stock Up 2.0%

Shares of NYSE:UNH opened at $278.75 on Thursday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The firm has a market cap of $252.51 billion, a P/E ratio of 21.13, a P/E/G ratio of 1.26 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. The company’s 50-day moving average price is $322.64 and its two-hundred day moving average price is $323.07.

UnitedHealth Group (NYSE:UNH) last released its quarterly 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. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same period in the prior year, the firm earned $6.81 earnings per share. UnitedHealth Group’s revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on UNH shares. Morgan Stanley cut their target price on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. Wells Fargo & Company decreased 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 report on Friday, January 30th. Oppenheimer decreased their price objective on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Finally, UBS Group dropped their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. 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 one has issued a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus price target 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.