Adell Harriman & Carpenter Inc. Has $2.18 Million Position in UnitedHealth Group Incorporated $UNH

Adell Harriman & Carpenter Inc. decreased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 30.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,303 shares of the healthcare conglomerate’s stock after selling 2,734 shares during the quarter. Adell Harriman & Carpenter Inc.’s holdings in UnitedHealth Group were worth $2,177,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Geode Capital Management LLC grew its stake in shares of UnitedHealth Group by 3.3% in 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 buying an additional 675,075 shares in the last quarter. Norges Bank acquired a new stake in UnitedHealth Group in the second quarter valued at approximately $3,837,207,000. Dodge & Cox increased its stake in shares of UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its stake in shares of UnitedHealth Group by 6.1% in 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 purchasing an additional 432,084 shares during the last quarter. Finally, Amundi raised its holdings in 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 buying an additional 1,565,245 shares in the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Down 0.5%

UNH stock opened at $284.15 on Wednesday. The business’s 50-day simple moving average is $329.24 and its 200 day simple moving average is $323.73. 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 company has a market cap of $257.40 billion, a PE ratio of 21.54, a price-to-earnings-growth ratio of 1.32 and a beta of 0.41. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve 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 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.02. The company had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.UnitedHealth Group’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same quarter last year, the firm earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

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

Analysts Set New Price Targets

Several research firms have recently issued reports on UNH. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. Evercore ISI upgraded UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. JPMorgan Chase & Co. reduced their price objective on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research note on Monday. Oppenheimer dropped their target price on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Finally, KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $375.46.

UnitedHealth Group News Summary

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

• Positive Sentiment: Bernstein reaffirmed an Outperform rating and a $405 price target, arguing the company remains attractively valued on forward P/E and that long-term fundamentals still support upside. Bernstein Reiterates Outperform
• Positive Sentiment: Long-term bull case highlighted: commentary that UNH could “reach new heights by 2030” emphasizes durable cash flow, Optum AI/efficiency levers and a large addressable market — this supports investor interest at current depressed levels. UnitedHealth Stock Outlook to 2030
• Neutral Sentiment: Social and institutional reaction summary: Q4 commentary spurred heavy social-media discussion and noted insider/institutional moves (mixed buying and selling); some investors view the pullback as value given large positions from long-only investors (e.g., Buffett). QuiverQuant UNH Discussion
• Neutral Sentiment: In broader market lists, UNH continues to be recommended by some long-term stock pickers (e.g., Buffett-influenced lists), which can attract buy interest even amid near-term volatility. Fool Buffett Stocks
• Negative Sentiment: Q4 results and CMS notice are the main near-term negatives: Q4 revenue (~$113.2B) narrowly missed estimates, the medical-care ratio rose to ~89.1%, and company comments on shedding ~1.3–1.4M Medicare members to protect margins signal near-term enrollment headwinds. Separately, CMS’s 2027 advance MA rate notice (near-flat ~0.09%) fueled concern about reimbursement pressure. These items are weighing on sentiment and consensus near-term forecasts. QuiverQuant on Earnings & CMS
• Negative Sentiment: Analysts have trimmed price targets recently (examples: Truist to $370, Wells Fargo trimmed targets, JPMorgan lowered its target to $389), reflecting tighter near-term earnings/reimbursement assumptions — this compresses upside from current levels and can pressure the stock until visibility improves. Benzinga Analyst Target Moves Wells Fargo Target Cut
• Negative Sentiment: Regulatory and reimbursement risk remains a recurring theme in recent coverage; analysts and articles note that regulatory uncertainty could continue to pressure growth and margins until Medicare-Advantage rate clarity and utilization trends normalize. Analysts Trim Targets Forbes on Valuation

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.