Arrowstreet Capital Limited Partnership Has $1.17 Billion Stock Position in UnitedHealth Group Incorporated $UNH

Arrowstreet Capital Limited Partnership increased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 17.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,401,853 shares of the healthcare conglomerate’s stock after buying an additional 502,474 shares during the quarter. UnitedHealth Group makes up 0.7% of Arrowstreet Capital Limited Partnership’s holdings, making the stock its 20th biggest position. Arrowstreet Capital Limited Partnership owned about 0.38% of UnitedHealth Group worth $1,174,660,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Foster Dykema Cabot & Partners LLC increased its stake in shares of UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 34 shares during the last quarter. Hurley Capital LLC grew its holdings in UnitedHealth Group by 81.6% during the third quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock worth $31,000 after purchasing an additional 40 shares during the period. Financial Life Planners bought a new stake in UnitedHealth Group in the third quarter valued at approximately $32,000. Sagard Holdings Management Inc. bought a new position in shares of UnitedHealth Group during the 2nd quarter worth approximately $29,000. Finally, Cloud Capital Management LLC bought a new stake in UnitedHealth Group in the 3rd quarter valued at $32,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $277.29 on Friday. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. The firm has a market capitalization of $251.69 billion, a PE ratio of 21.02, a price-to-earnings-growth ratio of 1.31 and a beta of 0.41. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The stock’s 50-day simple moving average is $304.45 and its 200 day simple moving average is $325.09.

UnitedHealth Group (NYSE:UNH) last posted its 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 firm had revenue of $113.73 billion during the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be issued a dividend of $2.21 per share. The ex-dividend date is Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 3.2%. UnitedHealth Group’s dividend payout ratio is 67.02%.

Wall Street Analysts Forecast Growth

Several research firms have commented on UNH. Wells Fargo & Company decreased their price objective on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Oppenheimer decreased their price target 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. Leerink Partners cut their price objective on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Mizuho lowered their target price on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research note on Thursday, February 5th. Finally, Royal Bank Of Canada reduced their price target on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Sen. Markwayne Mullin bought $50K–$100K of UNH stock in late February, a discretionary purchase that some market participants view as a small vote of confidence and potential incremental demand. Trump Ally, New DHS Leader Nominee Markwayne Mullin Makes New Stock Trades: Here’s What He Bought And Sold
• Positive Sentiment: UNH showed intraday strength in recent sessions, closing higher while the broader market lagged — indicating pockets of investor demand that can help stabilize the stock. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Management presented at Barclays’ Global Healthcare Conference (full transcript published). These presentations typically reinforce guidance and strategy but rarely move the stock unless new guidance or material news is disclosed. UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Analyst coverage and stock‑forecast pages are being updated; these aggregate views can influence sentiment via price target changes but currently show mixed signals. Watch for any fresh revisions. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Neutral Sentiment: Sector commentary flags growth drivers (tech, M&A) but also headwinds—rising medical costs and workforce shortages—that can pressure margins; UNH’s operational execution will matter most. 4 HMO Stocks to Watch Despite Escalating Costs, Nursing Shortage
• Negative Sentiment: Valuation and price‑performance analyses note significant YTD and 12‑month declines, lower multi‑year returns, and recent downward pressure — reinforcing investor concern on valuation after the prior stretch of strong gains. A Look At UnitedHealth Group’s Valuation After Recent Share Price Weakness

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.