Candriam S.C.A. Boosts Holdings in UnitedHealth Group Incorporated $UNH

Candriam S.C.A. grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 19.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 233,272 shares of the healthcare conglomerate’s stock after acquiring an additional 38,075 shares during the period. Candriam S.C.A.’s holdings in UnitedHealth Group were worth $80,549,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC grew its stake in shares of UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after acquiring an additional 28,231 shares during the period. Revolve Wealth Partners LLC boosted its position in UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH bought a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $340,000. Elefante Mark B boosted its holdings in UnitedHealth Group by 9.2% in the 2nd quarter. Elefante Mark B now owns 6,441 shares of the healthcare conglomerate’s stock worth $2,009,000 after buying an additional 541 shares during the period. Finally, JFS Wealth Advisors LLC raised its holdings in UnitedHealth Group by 25.8% during the 2nd quarter. JFS Wealth Advisors LLC now owns 960 shares of the healthcare conglomerate’s stock valued at $299,000 after acquiring an additional 197 shares during the period. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Price Performance

UNH opened at $276.49 on Monday. The stock has a market capitalization of $250.46 billion, a P/E ratio of 20.96, a PEG ratio of 1.27 and a beta of 0.41. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The stock has a 50-day moving average price of $325.87 and a 200-day moving average price of $323.46.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.02. The business had revenue of $113.22 billion during 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% on a year-over-year basis. During the same quarter in the prior year, the firm earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

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 Analyst Weigh In

Several equities analysts have recently weighed in on the company. Jefferies Financial Group reduced their price target on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. TD Cowen upped their price target on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research report on Thursday, October 30th. The Goldman Sachs Group started coverage on shares of UnitedHealth Group in a research report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price objective for the company. Deutsche Bank Aktiengesellschaft cut shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price on the stock. in a research note on Wednesday, October 29th. Finally, Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $372.13.

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.