UnitedHealth Group Incorporated $UNH Shares Sold by ABN Amro Investment Solutions

ABN Amro Investment Solutions decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 24.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,041 shares of the healthcare conglomerate’s stock after selling 8,175 shares during the quarter. ABN Amro Investment Solutions’ holdings in UnitedHealth Group were worth $8,647,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Guerra Advisors Inc acquired a new position in shares of UnitedHealth Group during the third quarter valued at approximately $1,059,000. Berkshire Hathaway Inc bought a new stake in shares of UnitedHealth Group in the 2nd quarter worth $1,572,193,000. Murphy Pohlad Asset Management LLC boosted its stake in UnitedHealth Group by 21.8% during the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock valued at $1,380,000 after buying an additional 791 shares in the last quarter. Carnegie Investment Counsel raised its position in UnitedHealth Group by 2.2% in the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after acquiring an additional 2,316 shares in the last quarter. Finally, EverSource Wealth Advisors LLC boosted its position in shares of UnitedHealth Group by 48.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock valued at $1,806,000 after purchasing an additional 1,901 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

UNH has been the topic of several recent research reports. Wells Fargo & Company decreased their price target 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. Evercore raised UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. JPMorgan Chase & Co. cut their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a report on Monday, February 2nd. Mizuho dropped their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. Finally, UBS Group lowered their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Trading Up 3.2%

UnitedHealth Group stock opened at $293.33 on Friday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The company’s fifty day simple moving average is $320.91 and its 200-day simple moving average is $323.31. 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 stock has a market cap of $265.71 billion, a P/E ratio of 22.24, a P/E/G ratio of 1.35 and a beta of 0.41.

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

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Positive analyst revisions and forecasts — Zacks lifted several near‑term EPS estimates (notably Q1 2026) and issued a more constructive earnings outlook for FY2026/2027, supporting the view that earnings could rebound despite recent volatility. Zacks Research Issues Positive Forecast for UNH Earnings
• Positive Sentiment: Business strength from Optum expansion — coverage highlights that Optum continues to expand its services and platform, which supports UnitedHealth’s long‑term growth thesis and helps explain why some investors are buying the dip. UnitedHealth Group Incorporated (UNH) Strengthens Healthcare Platform Through Optum Expansion
• Neutral Sentiment: Mizuho trims price target but keeps Outperform — the firm cut its UNH target to $350 (from $430) after Q4 results but retained an Outperform rating, a mixed signal that reduces upside expectations but leaves institutional conviction intact. Mizuho Lowers UnitedHealth Group Incorporated (UNH) Target to $350, Maintains Outperform Rating
• Negative Sentiment: Ongoing policy and cost worries — coverage warns that a flat Medicare Advantage rate outlook and elevated medical inflation could compress margins and limit premium increases, a key reason for recent selling pressure. Flat Medicare Advantage Outlook And Revenue Drop Might Change The Case For Investing In UNH
• Negative Sentiment: Fundamental caution from independent analysis — a Seeking Alpha piece re‑examines risks (medical cost inflation, government funding constraints, delayed Optum margin recovery) and argues the current valuation may already price in higher volatility. UnitedHealth: 3 Reasons Not To Buy (Revisited)
• Negative Sentiment: Market commentary questioning further downside — analysts and writers note the recent ~18% pullback over several weeks and debate whether weakness is temporary or signals deeper issues, keeping sentiment fragile. Is There More Downside To UNH Stock?

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.