16,900 Shares in UnitedHealth Group Incorporated $UNH Purchased by Lingohr Asset Management GmbH

Lingohr Asset Management GmbH acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 16,900 shares of the healthcare conglomerate’s stock, valued at approximately $5,836,000. UnitedHealth Group makes up approximately 1.4% of Lingohr Asset Management GmbH’s investment portfolio, making the stock its 29th largest position.

Several other institutional investors have also bought and sold shares of UNH. Werba Rubin Papier Wealth Management boosted its holdings in UnitedHealth Group by 12.1% during the 3rd quarter. Werba Rubin Papier Wealth Management now owns 827 shares of the healthcare conglomerate’s stock worth $286,000 after acquiring an additional 89 shares during the last quarter. Howard Capital Management Inc. grew its position in UnitedHealth Group by 3.3% in the 3rd quarter. Howard Capital Management Inc. now owns 7,524 shares of the healthcare conglomerate’s stock worth $2,598,000 after purchasing an additional 240 shares in the last quarter. Berman McAleer LLC bought a new position in shares of UnitedHealth Group during the 3rd quarter worth approximately $305,000. National Pension Service grew its holdings in shares of UnitedHealth Group by 3.0% in the third quarter. National Pension Service now owns 1,876,774 shares of the healthcare conglomerate’s stock valued at $648,050,000 after acquiring an additional 54,017 shares in the last quarter. Finally, Bryn Mawr Trust Advisors LLC lifted its holdings in UnitedHealth Group by 7.7% during the third quarter. Bryn Mawr Trust Advisors LLC now owns 31,000 shares of the healthcare conglomerate’s stock worth $10,704,000 after acquiring an additional 2,211 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of UNH opened at $287.03 on Friday. 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 $260.00 billion, a price-to-earnings ratio of 21.76, a price-to-earnings-growth ratio of 1.35 and a beta of 0.42. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The stock’s 50-day simple moving average is $330.74 and its 200 day simple moving average is $323.29.

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

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were issued a $2.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on UNH shares. JPMorgan Chase & Co. lifted their target price on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research note on Thursday, October 9th. UBS Group dropped their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research note on Wednesday. Zacks Research raised shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a report on Monday, October 6th. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday. Finally, Mizuho increased their price target on UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research note on Thursday, October 9th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $376.75.

Key UnitedHealth Group News

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

• Positive Sentiment: Q4 beat and near-term optimism: UNH reported an EPS beat that briefly lifted sentiment and helped the stock rally after the print. That positive earnings surprise shows operations can still deliver despite headwinds. UnitedHealth Group (NYSE:UNH) Shares Up 4% After Earnings Beat
• Positive Sentiment: Potential policy upside: Commentary that UNH is negotiating with the administration for more favorable Medicare rates is a tailwind if realized, supporting longer-term policy risk mitigation. 5 Stocks Primed for a Turnaround in 2026
• Neutral Sentiment: Modest analyst adjustments but continued support: Morgan Stanley trimmed its target slightly while keeping an Overweight rating, signaling analyst conviction remains even as near-term assumptions are revised. UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley
• Neutral Sentiment: Investor debate on durability: Several analyst pieces argue the current weakness may be temporary (AI-driven efficiencies, margin recovery) — this creates mixed near-term flows as value buyers size positions vs. risk-averse sellers. UnitedHealth: Opportunity Is Here – Temporary FY2026 Pain
• Negative Sentiment: Analyst price-target cuts: Barclays and Wells Fargo lowered targets (while keeping Overweight ratings), signaling reduced near-term expectations and likely weighing on buying momentum. Analyst Price Target Changes (Benzinga)
• Negative Sentiment: Regulatory/reimbursement pressure: Proposed smaller Medicare reimbursements and government scrutiny of insurer margins remain the largest catalyst for the sell-off and uncertainty around 2026-27 margins. UnitedHealth Plunges After Weak Earnings
• Negative Sentiment: Elevated bearish positioning: Unusual options activity showed a large jump in put buying, indicating short-term hedging or speculative bearish bets that can amplify downward moves. (Options volume data reported 376,697 puts traded vs. average ~163k.)

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.