Jones Financial Companies Lllp Boosts Stock Position in UnitedHealth Group Incorporated $UNH

Jones Financial Companies Lllp lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 12.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 111,628 shares of the healthcare conglomerate’s stock after purchasing an additional 12,154 shares during the quarter. Jones Financial Companies Lllp’s holdings in UnitedHealth Group were worth $38,413,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also bought and sold shares of the company. Geode Capital Management LLC boosted its stake in UnitedHealth Group by 3.3% during the 2nd quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock valued at $6,624,411,000 after purchasing an additional 675,075 shares during the last quarter. Norges Bank purchased a new stake in shares of UnitedHealth Group during the second quarter valued at $3,837,207,000. Dodge & Cox raised its position in UnitedHealth Group by 117.7% in the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after buying an additional 4,730,192 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in shares of UnitedHealth Group by 6.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock valued at $2,340,346,000 after acquiring an additional 432,084 shares during the last quarter. Finally, Amundi raised its holdings in shares of UnitedHealth Group by 33.8% during the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after purchasing an additional 1,565,245 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Price Performance

NYSE UNH opened at $285.95 on Tuesday. The company’s 50 day moving average is $330.08 and its two-hundred day moving average is $323.72. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. The stock has a market cap of $259.02 billion, a price-to-earnings ratio of 21.68, a PEG ratio of 1.32 and a beta of 0.41. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data 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 firm had revenue of $113.22 billion for the quarter, compared to the consensus estimate of $113.38 billion. During the same period last year, the firm earned $6.81 EPS. The company’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors 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 dividend on an annualized basis and a yield of 3.1%. UnitedHealth Group’s payout ratio is currently 67.02%.

More UnitedHealth Group News

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

• Positive Sentiment: Major brokerages retained constructive ratings (buy/overweight) even after trimming targets, leaving meaningful upside from current levels — this suggests institutional confidence in UNH’s earnings power despite near‑term headwinds. Truist and JPMorgan coverage (Benzinga)
• Positive Sentiment: Analyst commentary and coverage continue to emphasize UnitedHealth’s diversified Optum + UnitedHealthcare business and dividend appeal, which can support the stock if fundamentals hold. InsiderMonkey: Wells Fargo note
• Neutral Sentiment: Feature/analysis pieces are debating whether UNH still merits a premium valuation — useful context for investors re‑assessing target multiples but not an immediate catalyst. Forbes valuation analysis
• Negative Sentiment: Several firms cut price targets: Truist trimmed its target (from $410 to $370) and JPMorgan cut its target (from $425 to $389) — these downgrades lower the near‑term brokerage consensus and can pressure the stock. Benzinga: Truist & JPMorgan notes
• Negative Sentiment: Wells Fargo reduced its target (reported cuts to ~$370), and multiple outlets are flagging broader analyst target trims tied to regulatory and reimbursement uncertainty — a clear negative catalyst for sentiment. American Banking News: Wells Fargo cuts
• Negative Sentiment: Coverage noting regulatory headwinds and analysts trimming forecasts has already correlated with share weakness in recent trading sessions. Investors should watch upcoming regulatory commentary, earnings cadence, and any changes to Medicare/Medicaid policy that could affect margins. Aktiencheck: regulatory headwinds
• Negative Sentiment: Market reaction has already shown downside pressure following analyst actions (reports of shares falling after downgrades), so short‑term momentum is unfavorable until clarity returns. American Banking News: share reaction

Analyst Ratings Changes

A number of equities research analysts have commented on the stock. Wells Fargo & Company cut their target price on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research report on Friday. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Mizuho boosted their price target on UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research note on Thursday, October 9th. JPMorgan Chase & Co. dropped their price objective on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a report on Monday. Finally, TD Cowen increased their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a research report on Thursday, October 30th. 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 two have assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $375.46.

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.