ABN Amro Investment Solutions Decreases Stock Holdings in UnitedHealth Group Incorporated $UNH

ABN Amro Investment Solutions lessened its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 24.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,041 shares of the healthcare conglomerate’s stock after selling 8,175 shares during the quarter. ABN Amro Investment Solutions’ holdings in UnitedHealth Group were worth $8,647,000 as of its most recent SEC filing.

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

UnitedHealth Group Trading Up 3.2%

UNH stock opened at $293.33 on Friday. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The company’s 50-day simple moving average is $320.91 and its 200-day simple moving average is $323.31. The firm has a market cap of $265.71 billion, a P/E ratio of 22.24, a PEG ratio of 1.35 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last issued 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. The company had revenue of $113.22 billion for the quarter, compared to the consensus estimate 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 business posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

Key Stories Impacting UnitedHealth Group

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?

Analysts Set New Price Targets

Several equities analysts recently issued reports on UNH shares. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. JPMorgan Chase & Co. decreased their target price on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Jefferies Financial Group reduced their price target on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Finally, TD Cowen boosted their target price 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. 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. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

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.