Atria Investments Inc Has $20.55 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Atria Investments Inc lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 7.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 59,521 shares of the healthcare conglomerate’s stock after acquiring an additional 4,105 shares during the period. Atria Investments Inc’s holdings in UnitedHealth Group were worth $20,553,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Guerra Advisors Inc bought a new position in shares of UnitedHealth Group during the third quarter valued at $1,059,000. Berkshire Hathaway Inc purchased a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $1,572,193,000. Murphy Pohlad Asset Management LLC raised its holdings in shares of UnitedHealth Group by 21.8% during the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock valued at $1,380,000 after purchasing an additional 791 shares during the last quarter. Carnegie Investment Counsel boosted its holdings in UnitedHealth Group by 2.2% in the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after purchasing an additional 2,316 shares during the last quarter. Finally, EverSource Wealth Advisors LLC raised its stake in UnitedHealth Group by 48.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock valued at $1,806,000 after buying an additional 1,901 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 2.0%

NYSE UNH opened at $278.75 on Thursday. The firm’s fifty day moving average is $322.64 and its two-hundred day moving average is $323.07. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The firm has a market cap of $252.51 billion, a PE ratio of 21.13, a P/E/G ratio of 1.26 and a beta of 0.41. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79.

UnitedHealth Group (NYSE:UNH) last released its quarterly 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. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business had revenue of $113.22 billion during the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter in the prior year, the business earned $6.81 earnings per share. The company’s quarterly revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Zacks raised several near-term quarterly EPS forecasts (Q1 2027, Q2 2026 and Q2 2027), highlighting pockets of stronger short‑term earnings momentum that may support near-term valuation. MarketBeat UNH
• Positive Sentiment: Despite the revenue/guidance pullback, analysts note robust cash generation — operating cash flow near $18B and strong levered free cash flow — which supports liquidity, capital return potential and longer‑term recovery prospects. UnitedHealth: After The Collapse
• Neutral Sentiment: News roundups (earnings recap) summarize the core moves: slight EPS beat, revenue short of estimates, and management’s downward 2026 revenue guide — useful context but largely repetitive of primary reports. Yahoo: Here’s What Happened to UnitedHealth Group
• Negative Sentiment: Mizuho cut its price target to $350 (from $430) after Q4 results, signaling reduced medium‑term upside even though the firm kept an Outperform rating — a clear drag on sentiment and analyst‑driven demand. Mizuho Lowers UNH Target
• Negative Sentiment: Management trimmed 2026 revenue guidance to $439B (from $448B), the company’s first annual decline in decades — this fuels near‑term concern about Medicare Advantage headwinds and margin normalization. UnitedHealth: After The Collapse
• Negative Sentiment: Zacks also cut some future-quarter EPS forecasts (notably Q3 2026 and Q4 2027) and projects a lower FY2028 EPS, reflecting lingering uncertainty in revenue/margin recovery that could pressure medium‑term estimates. MarketBeat UNH
• Negative Sentiment: Social and market commentary highlight the earnings reaction — revenue miss, Medicare Advantage worries and cyberattack aftereffects — which drove heavy selling in immediate post‑earnings sessions and keeps near‑term volatility elevated. QuiverQuant Opinions

Analysts Set New Price Targets

Several analysts recently commented on UNH shares. Truist Financial cut their price objective on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a report on Monday, February 2nd. Morgan Stanley cut their target price on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research report on Friday, January 23rd. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. TD Cowen raised their target price on UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a report on Thursday, October 30th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus target price 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.