UnitedHealth Group Incorporated $UNH Shares Acquired by Cornerstone Investment Partners LLC

Cornerstone Investment Partners LLC boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 11.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 166,212 shares of the healthcare conglomerate’s stock after buying an additional 17,507 shares during the period. UnitedHealth Group accounts for approximately 2.4% of Cornerstone Investment Partners LLC’s holdings, making the stock its 22nd largest holding. Cornerstone Investment Partners LLC’s holdings in UnitedHealth Group were worth $57,393,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. LFA Lugano Financial Advisors SA purchased a new position in UnitedHealth Group during the second quarter worth approximately $25,000. Sagard Holdings Management Inc. acquired a new stake in shares of UnitedHealth Group during the 2nd quarter worth $29,000. Islay Capital Management LLC acquired a new position in UnitedHealth Group in the second quarter valued at $31,000. Cloud Capital Management LLC purchased a new position in shares of UnitedHealth Group in the 3rd quarter worth about $32,000. Finally, Grey Fox Wealth Advisors LLC purchased a new stake in shares of UnitedHealth Group during the 3rd quarter worth about $33,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of recent research reports. TD Cowen lifted their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research report on Thursday, October 30th. Oppenheimer decreased their price target on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Morgan Stanley reduced their price objective 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. JPMorgan Chase & Co. lowered their target price on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. Finally, Barclays decreased their price target on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average price target of $372.13.

Trending Headlines about 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

UnitedHealth Group Trading Up 2.0%

UNH opened at $278.75 on Thursday. The firm’s fifty day moving average price is $322.64 and its 200 day moving average price is $323.07. The stock has a market capitalization of $252.51 billion, a PE ratio of 21.13, a P/E/G ratio of 1.26 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. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82.

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, beating analysts’ consensus estimates of $2.09 by $0.02. The business had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same quarter in the prior year, the business posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

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.