UnitedHealth Group Incorporated $UNH is FNY Investment Advisers LLC’s 3rd Largest Position

FNY Investment Advisers LLC lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 106.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 32,375 shares of the healthcare conglomerate’s stock after buying an additional 16,703 shares during the quarter. UnitedHealth Group accounts for approximately 3.0% of FNY Investment Advisers LLC’s portfolio, making the stock its 3rd biggest position. FNY Investment Advisers LLC’s holdings in UnitedHealth Group were worth $10,687,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of UNH. Beacon Financial Strategies CORP acquired a new position in shares of UnitedHealth Group during the fourth quarter valued at approximately $26,000. Sagard Holdings Management Inc. acquired a new position in UnitedHealth Group during the second quarter worth about $29,000. Foster Dykema Cabot & Partners LLC lifted its holdings in UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after acquiring an additional 34 shares during the last quarter. 1248 Management LLC acquired a new position in shares of UnitedHealth Group in the 3rd quarter worth approximately $29,000. Finally, Holos Integrated Wealth LLC acquired a new stake in UnitedHealth Group during the fourth quarter valued at approximately $29,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 1.2%

Shares of NYSE UNH opened at $277.30 on Friday. The firm has a market capitalization of $251.70 billion, a PE ratio of 21.02, a PEG ratio of 1.26 and a beta of 0.40. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. The business has a 50-day moving average price of $284.61 and a two-hundred day moving average price of $320.40.

UnitedHealth Group (NYSE:UNH) last posted 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. The business had revenue of $113.73 billion during the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same period last year, the company posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 3.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 67.02%.

Analyst Ratings Changes

Several research analysts have issued reports on the company. Jefferies Financial Group dropped their price target on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Leerink Partners dropped their price target on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, 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. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, seven have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $363.38.

More UnitedHealth Group News

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

• Positive Sentiment: Raymond James upgraded UNH to Outperform and set a $330 target, citing greater-than-expected expense/margin upside (particularly at Optum Health) and potential earnings upside over the next few years. Why Raymond James Says Wall Street Is Underestimating UnitedHealth’s Earnings Power
• Positive Sentiment: Zacks highlights UnitedHealth’s strong earnings‑surprise history and says the company has the setup to beat estimates again, supporting near‑term upside if execution continues. Will UnitedHealth (UNH) Beat Estimates Again?
• Positive Sentiment: Contrarian analysts and coverage (e.g., Investopedia) argue the sharp multi-quarter pullback has created a buying opportunity, noting attractive forward multiples and potential for a rebound. That narrative is drawing value‑focused buyers. UnitedHealth Stock: This Analyst Says It’s Time to Buy
• Neutral Sentiment: Analyst coverage is mixed but tilted positive: multiple firms maintain buy/outperform ratings and median price targets remain well above the current price (median ~$385), while institutional rebalancing has produced both large buys and large sells. UNH Opinions on Plunge Below Buffett Purchase Price
• Negative Sentiment: Leerink warns UNH faces its largest RADV (risk‑adjustment) audit exposure, a regulatory/audit risk that could pressure future margins and create earnings uncertainty. Leerink Sees Largest RADV Audit Exposure
• Negative Sentiment: Market chatter and coverage note sizable YTD declines and regulatory/Medicare rate worries; social media and fund flows highlight investor concern after shares fell below high‑profile purchase levels, keeping volatility high. Is UnitedHealth Now A Potential Opportunity?

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.