UnitedHealth Group Incorporated $UNH Stock Position Raised by Spinnaker Trust

Spinnaker Trust grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 25.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 26,485 shares of the healthcare conglomerate’s stock after purchasing an additional 5,309 shares during the period. Spinnaker Trust’s holdings in UnitedHealth Group were worth $9,145,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of UNH. North Capital Inc. raised its stake in UnitedHealth Group by 16.2% during the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after purchasing an additional 27 shares during the period. Sunflower Bank N.A. raised its position in UnitedHealth Group by 1.5% during the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after buying an additional 28 shares during the period. Axis Wealth Partners LLC boosted its position in UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock worth $563,000 after acquiring an additional 28 shares during the period. Abound Wealth Management increased its holdings in shares of UnitedHealth Group by 13.5% in the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock valued at $84,000 after purchasing an additional 29 shares during the period. Finally, Auxano Advisors LLC boosted its holdings in shares of UnitedHealth Group by 3.4% during the third quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock worth $333,000 after purchasing an additional 32 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Optum/value‑based care is highlighted as a durable growth driver that could support profits over time — a key bullish argument investors cite. UnitedHealth: Riding On Value-Based Care Through Optum
• Positive Sentiment: Mizuho kept an “outperform” stance despite cutting the price target (from $430 to $350), signaling analyst conviction that shares still have upside versus recent levels. Benzinga coverage of Mizuho PT cut
• Positive Sentiment: Long‑run pattern: historical episodes show UNH can stage rapid recoveries (multiple >30% rallies and two >50% runs in 2020 and 2025), which some investors view as evidence the stock can rebound after sharp declines. Can UNH Stock Surge Again?
• Positive Sentiment: Consensus analyst recommendation remains constructive (“Moderate Buy”), providing a supportive backdrop for buyers looking past near‑term noise. Analyst consensus: Moderate Buy
• Neutral Sentiment: Higher investor attention/search activity — signals elevated interest and liquidity but not a directional catalyst by itself. Investors Heavily Search UNH
• Neutral Sentiment: Analyst discussion continues to center on margins and cost trends after FQ4 — important for outlook but outcomes remain uncertain until more guidance clarity. FQ4 earnings: margin concerns
• Negative Sentiment: Despite an EPS beat, a Zacks piece argues rising medical costs, margin compression and Medicare reimbursement risk triggered a sharp selloff — the main driver of recent downward pressure. Q4 beat can’t stop the slide
• Negative Sentiment: Regulatory risk increased after reports the DOJ is probing UnitedHealth, adding uncertainty around future returns and potential legal/operational disruption. DOJ probe and regulatory questions
• Negative Sentiment: Media analysis suggests the company’s recent comeback stalled, prompting calls to reassess the investment thesis until cost trends and regulatory risks are clearer. How UNH’s comeback ran aground

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on UNH shares. Deutsche Bank Aktiengesellschaft lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price for the company. in a research note on Wednesday, October 29th. Wells Fargo & Company lowered their target price on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. UBS Group reduced their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Barclays dropped their price objective on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Finally, Truist Financial decreased their target price on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group Trading Up 3.0%

NYSE:UNH opened at $276.49 on Friday. 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’s 50 day moving average is $325.87 and its 200-day moving average is $322.97. The firm has a market cap of $250.46 billion, a price-to-earnings ratio of 20.96, a P/E/G ratio of 1.24 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 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 firm had revenue of $113.22 billion for the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business’s quarterly revenue was up 12.3% on a year-over-year basis. During the same quarter last year, the firm posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

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.