Assetmark Inc. Has $53.16 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Assetmark Inc. increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 15.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 153,961 shares of the healthcare conglomerate’s stock after buying an additional 20,986 shares during the quarter. Assetmark Inc.’s holdings in UnitedHealth Group were worth $53,163,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the stock. LFA Lugano Financial Advisors SA purchased a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $25,000. Sagard Holdings Management Inc. purchased a new position in UnitedHealth Group in the second quarter worth $29,000. Islay Capital Management LLC purchased a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $31,000. Cloud Capital Management LLC bought a new position in UnitedHealth Group during the third quarter valued at about $32,000. Finally, Grey Fox Wealth Advisors LLC bought a new stake in UnitedHealth Group in the third quarter worth about $33,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

UNH stock opened at $293.33 on Friday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. The firm has a market cap of $265.71 billion, a P/E ratio of 22.24, a P/E/G ratio of 1.31 and a beta of 0.41. The firm’s fifty day moving average is $320.91 and its 200 day moving average is $322.88. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. The business had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business’s quarterly revenue was up 12.3% on a year-over-year basis. During the same period in the previous year, the firm earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms have recently weighed in on UNH. UBS Group reduced their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Wells Fargo & Company decreased their price target on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. Barclays dropped their price objective on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. Finally, Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Positive analyst revisions and forecasts — Zacks lifted several near‑term EPS estimates (notably Q1 2026) and issued a more constructive earnings outlook for FY2026/2027, supporting the view that earnings could rebound despite recent volatility. Zacks Research Issues Positive Forecast for UNH Earnings
• Positive Sentiment: Business strength from Optum expansion — coverage highlights that Optum continues to expand its services and platform, which supports UnitedHealth’s long‑term growth thesis and helps explain why some investors are buying the dip. UnitedHealth Group Incorporated (UNH) Strengthens Healthcare Platform Through Optum Expansion
• Neutral Sentiment: Mizuho trims price target but keeps Outperform — the firm cut its UNH target to $350 (from $430) after Q4 results but retained an Outperform rating, a mixed signal that reduces upside expectations but leaves institutional conviction intact. Mizuho Lowers UnitedHealth Group Incorporated (UNH) Target to $350, Maintains Outperform Rating
• Negative Sentiment: Ongoing policy and cost worries — coverage warns that a flat Medicare Advantage rate outlook and elevated medical inflation could compress margins and limit premium increases, a key reason for recent selling pressure. Flat Medicare Advantage Outlook And Revenue Drop Might Change The Case For Investing In UNH
• Negative Sentiment: Fundamental caution from independent analysis — a Seeking Alpha piece re‑examines risks (medical cost inflation, government funding constraints, delayed Optum margin recovery) and argues the current valuation may already price in higher volatility. UnitedHealth: 3 Reasons Not To Buy (Revisited)
• Negative Sentiment: Market commentary questioning further downside — analysts and writers note the recent ~18% pullback over several weeks and debate whether weakness is temporary or signals deeper issues, keeping sentiment fragile. Is There More Downside To UNH Stock?

About UnitedHealth Group

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.