Activest Wealth Management Has $1.05 Million Stock Position in UnitedHealth Group Incorporated $UNH

Activest Wealth Management increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 143.2% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 3,026 shares of the healthcare conglomerate’s stock after purchasing an additional 1,782 shares during the period. Activest Wealth Management’s holdings in UnitedHealth Group were worth $1,045,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Fidelis Capital Partners LLC grew its position in UnitedHealth Group by 11.6% in the third quarter. Fidelis Capital Partners LLC now owns 9,646 shares of the healthcare conglomerate’s stock valued at $3,331,000 after acquiring an additional 1,006 shares during the period. Folger Nolan Fleming Douglas Capital Management Inc. grew its holdings in shares of UnitedHealth Group by 6.1% in the 3rd quarter. Folger Nolan Fleming Douglas Capital Management Inc. now owns 30,555 shares of the healthcare conglomerate’s stock worth $10,551,000 after purchasing an additional 1,757 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its holdings in UnitedHealth Group by 52.2% during the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,198 shares of the healthcare conglomerate’s stock valued at $414,000 after purchasing an additional 411 shares during the last quarter. one8zero8 LLC grew its stake in UnitedHealth Group by 0.7% during the third quarter. one8zero8 LLC now owns 9,992 shares of the healthcare conglomerate’s stock worth $3,450,000 after buying an additional 65 shares during the last quarter. Finally, JSF Financial LLC bought a new position in shares of UnitedHealth Group in the third quarter valued at approximately $233,000. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $294.08 on Thursday. 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 stock has a market capitalization of $266.39 billion, a price-to-earnings ratio of 15.35, a PEG ratio of 1.69 and a beta of 0.42. The firm has a fifty day moving average of $331.78 and a two-hundred day moving average of $323.60.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. The business had revenue of $113.22 billion during 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, equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were paid a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 3.0%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Wall Street Analysts Forecast Growth

UNH has been the subject of several research analyst reports. Royal Bank Of Canada cut their price objective on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research report on Wednesday. Barclays lifted their price target on UnitedHealth Group from $386.00 to $391.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Oppenheimer lowered their price objective on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research report on Wednesday. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday. Finally, Leerink Partners dropped their price objective on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus target price of $380.67.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Several major firms trimmed price targets but kept bullish ratings (buy/outperform), which helps stem the panic and supports a bounce as investors consider the pullback a buying opportunity. Analyst target changes
• Positive Sentiment: Media and retail-investor coverage framing the sell-off as a buy-the-dip moment (contrarian pieces and “bounce back” stories) is drawing short-term buying interest. Why UnitedHealth Group Stock Just Bounced Back
• Neutral Sentiment: Q4 results: UNH slightly beat EPS (driven by Optum Rx and other segments) but missed revenue by a small margin; management reiterated turnaround actions and provided FY2026 EPS guidance. This mixed fundamental print is keeping longer‑term investors evaluating the recovery timeline. Company press release
• Neutral Sentiment: Company guidance and commentary: Reuters and others note management expects 2026 adjusted profit roughly in line with or slightly above estimates while pursuing cost controls — a mixed signal for revenue growth vs. margin improvement. Reuters profit outlook
• Negative Sentiment: Regulatory shock: a Trump administration/CMS proposal to keep Medicare Advantage payments much lower than expected triggered the initial sharp sell-off — this directly pressures UNH’s Medicare business and drove the large multi‑day decline. Medicare rates story
• Negative Sentiment: Soft 2026 revenue guidance and one‑time charges: management flagged a roughly 2% revenue decline for 2026 (first in decades) and absorbed a ~$1.6B restructuring hit, which undermines near‑term earnings power and prompted analyst target cuts. Forbes analysis
• Negative Sentiment: Political scrutiny / insider trades: reports that some politicians sold UNH ahead of the crash have added reputational and regulatory uncertainty, intensifying the sell pressure while the story unfolds. Politician trades

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.