Empirical Asset Management LLC Raises Holdings in UnitedHealth Group Incorporated $UNH

Empirical Asset Management LLC lifted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 142.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,901 shares of the healthcare conglomerate’s stock after purchasing an additional 3,465 shares during the quarter. Empirical Asset Management LLC’s holdings in UnitedHealth Group were worth $2,038,000 at the end of the most recent quarter.

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

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealthcare remains a very large revenue engine — the unit’s revenues rose ~15.7% in 2025 (to roughly $345B), underlining scale and membership momentum that support long-term cash flow potential. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?
• Positive Sentiment: Longer-term market opportunity in healthcare finance solutions (digital payments, analytics, outpatient financing) could benefit Optum/UNH businesses and provide additional growth avenues beyond core insurance. Healthcare Finance Solutions Industry Report 2026-2035
• Neutral Sentiment: Analysts note UNH has underperformed the Dow over the past year but remain cautiously optimistic — implying that some investors view current weakness as a buying opportunity if cost trends normalize. Is UnitedHealth Stock Underperforming the Dow?
• Negative Sentiment: Profitability has deteriorated: adjusted operating earnings at UnitedHealthcare fell sharply (~41% decline reported), driven by elevated medical costs and lower Medicare funding — a primary reason investors are cutting multiples. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?
• Negative Sentiment: Company guidance and subsequent analyst reactions: weak guidance following Q4 results prompted analysts to lower estimates and revise outlooks, increasing downside risk to near-term EPS expectations. Analysts Lower Expectations for UnitedHealth (UNH) Following Weak Guidance
• Negative Sentiment: Share-price and valuation pressure: recent coverage highlights prolonged share weakness and valuation re-rating vs historical levels, which may keep sentiment negative until margin trends show clear improvement. A Look At UnitedHealth Group’s Valuation After Prolonged Share Price Weakness

UnitedHealth Group Trading Down 3.0%

NYSE:UNH opened at $273.92 on Wednesday. The company has a market capitalization of $248.12 billion, a PE ratio of 20.77, a price-to-earnings-growth ratio of 1.30 and a beta of 0.41. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The stock has a fifty day simple moving average of $314.46 and a 200-day simple moving average of $325.73. 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 (NYSE:UNH) last announced its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company had revenue of $113.22 billion for the quarter, compared to the consensus estimate of $113.38 billion. During the same quarter in the prior year, the firm earned $6.81 earnings per share. The company’s revenue for the quarter was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts have recently commented on UNH shares. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Deutsche Bank Aktiengesellschaft lowered UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective on the stock. in a report on Wednesday, October 29th. TD Cowen raised their price target on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. JPMorgan Chase & Co. cut their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research report on Monday, February 2nd. Finally, Mizuho decreased their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $372.13.

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.