UnitedHealth Group Incorporated $UNH Shares Sold by Aberdeen Group plc

Aberdeen Group plc lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 27.3% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 931,608 shares of the healthcare conglomerate’s stock after selling 350,363 shares during the period. UnitedHealth Group comprises approximately 0.5% of Aberdeen Group plc’s portfolio, making the stock its 26th largest position. Aberdeen Group plc owned 0.10% of UnitedHealth Group worth $319,933,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC raised its position in 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 buying an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after purchasing an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new position in UnitedHealth Group during the 2nd quarter worth approximately $340,000. Bayforest Capital Ltd raised its stake in shares of UnitedHealth Group by 390.9% during the 2nd quarter. Bayforest Capital Ltd now owns 270 shares of the healthcare conglomerate’s stock worth $84,000 after buying an additional 215 shares in the last quarter. Finally, WealthPlan Investment Management LLC grew its holdings in UnitedHealth Group by 23.3% during the second quarter. WealthPlan Investment Management LLC now owns 1,147 shares of the healthcare conglomerate’s stock worth $358,000 after acquiring an additional 217 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on UNH. Jefferies Financial Group reduced their price objective on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Truist Financial decreased their price target on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. UBS Group dropped their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Finally, Oppenheimer lowered their price objective on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. 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 given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

Key UnitedHealth Group News

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?

UnitedHealth Group Stock Up 3.2%

Shares of UnitedHealth Group stock opened at $293.33 on Friday. The company has a fifty day moving average price of $320.91 and a 200 day moving average price of $323.31. 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 twelve month low of $234.60 and a twelve month high of $606.36. The stock has a market cap of $265.71 billion, a price-to-earnings ratio of 22.24, a price-to-earnings-growth ratio of 1.35 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.02. The business had revenue of $113.22 billion during the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same period 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 research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

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.