Blume Capital Management Inc. Sells 2,778 Shares of UnitedHealth Group Incorporated $UNH

Blume Capital Management Inc. reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 90.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 290 shares of the healthcare conglomerate’s stock after selling 2,778 shares during the quarter. Blume Capital Management Inc.’s holdings in UnitedHealth Group were worth $100,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of UNH. LFA Lugano Financial Advisors SA acquired a new stake in UnitedHealth Group in the second quarter valued at about $25,000. Sagard Holdings Management Inc. acquired a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $29,000. Islay Capital Management LLC acquired a new position in UnitedHealth Group during the 2nd quarter worth approximately $31,000. Cloud Capital Management LLC acquired a new stake in UnitedHealth Group in the third quarter valued at approximately $32,000. Finally, Riggs Asset Managment Co. Inc. lifted its stake in shares of UnitedHealth Group by 69.4% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after acquiring an additional 43 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

Key Headlines Impacting 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

Analyst Ratings Changes

A number of analysts have recently commented on the company. Morgan Stanley cut their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research note on Friday, January 23rd. Wells Fargo & Company decreased their price target 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, January 30th. UBS Group reduced their price objective 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, January 28th. Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Finally, Deutsche Bank Aktiengesellschaft lowered UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective on the stock. in a research note on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group Stock Up 3.0%

Shares of UnitedHealth Group stock opened at $276.49 on Monday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The stock’s 50-day moving average is $325.87 and its 200 day moving average is $323.46. The firm has a market cap of $250.46 billion, a price-to-earnings ratio of 20.96, a PEG ratio of 1.27 and a beta of 0.41.

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