Canoe Financial LP Has $15.59 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Canoe Financial LP lowered its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 85.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 47,217 shares of the healthcare conglomerate’s stock after selling 273,834 shares during the period. Canoe Financial LP’s holdings in UnitedHealth Group were worth $15,587,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Cypress Wealth Services LLC increased its stake in shares of UnitedHealth Group by 13.1% in the 4th quarter. Cypress Wealth Services LLC now owns 1,783 shares of the healthcare conglomerate’s stock valued at $588,000 after acquiring an additional 207 shares in the last quarter. Woodward Diversified Capital LLC increased its stake in UnitedHealth Group by 5.7% in the fourth quarter. Woodward Diversified Capital LLC now owns 1,754 shares of the healthcare conglomerate’s stock valued at $579,000 after purchasing an additional 95 shares in the last quarter. Clarus Wealth Advisors bought a new position in shares of UnitedHealth Group during the 4th quarter worth about $352,000. Waldron Private Wealth LLC increased its position in UnitedHealth Group by 22.5% in the 4th quarter. Waldron Private Wealth LLC now owns 1,477 shares of the healthcare conglomerate’s stock valued at $488,000 after buying an additional 271 shares in the last quarter. Finally, Cypress Financial Planning LLC boosted its holdings in UnitedHealth Group by 3.8% in the fourth quarter. Cypress Financial Planning LLC now owns 896 shares of the healthcare conglomerate’s stock worth $298,000 after acquiring an additional 33 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealthcare rolled out Avery, a generative AI companion aimed at simplifying member navigation, improving self‑serve capabilities and helping customer advocates handle requests more efficiently—this could boost engagement, lower service costs and improve retention if adoption scales. UnitedHealthcare introduces Avery generative AI companion
• Positive Sentiment: Analyst commentary highlights Avery’s potential to “redefine healthcare navigation at scale,” reinforcing the strategic case that AI-driven workflows could materially improve member experience and operational efficiency over time. Can UnitedHealth’s Avery Redefine Healthcare Navigation at Scale?
• Positive Sentiment: Erste Group nudged up its FY2027 EPS forecast slightly, suggesting some analyst conviction in UnitedHealth’s earnings trajectory despite recent volatility. Small estimate upgrades can support the longer‑term earnings story. UNH Valuation / Analyst Note (MarketBeat)
• Neutral Sentiment: Several outlets note analysts’ average rating as “Moderate Buy,” indicating consensus caution rather than strong conviction; useful context for positioning but not an immediate catalyst. UnitedHealth Given Average Rating of “Moderate Buy” by Analysts
• Neutral Sentiment: Zacks flagged UNH as a trending stock, summarizing factors investors should watch (scale, guidance, valuation) — informative for sentiment monitoring rather than a direct price driver. UNH Is a Trending Stock: Facts to Know
• Neutral Sentiment: Coverage in a mega‑cap roundup highlights UNH’s dominant position and limited upside from scale—useful framing for portfolio managers evaluating risk/return among large-cap names. 1 Mega-Cap Stock with Exciting Potential and 2 We Question
• Negative Sentiment: Analysts expect a single‑digit profit decline in UnitedHealth’s upcoming fiscal Q1 report, which can pressure near‑term multiples and sentiment if results follow the projection. Here’s What to Expect From UnitedHealth’s Next Earnings Report
• Negative Sentiment: Recent coverage pointing to weak recent share performance and a valuation check highlights market concern over the stock’s discount from prior highs and whether growth can reaccelerate—a likely contributor to today’s sell‑off. UnitedHealth Group (UNH) Valuation Check After Recent Weak Share Performance

Analysts Set New Price Targets

UNH has been the topic of a number of research reports. Leerink Partners lowered their target price on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Truist Financial lowered their price objective on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Barclays decreased their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Jefferies Financial Group cut their price target on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Finally, Weiss Ratings lowered UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group Trading Down 3.3%

Shares of UNH stock opened at $259.15 on Friday. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The company has a 50-day simple moving average of $290.39 and a two-hundred day simple moving average of $322.43. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79. The company has a market capitalization of $235.23 billion, a price-to-earnings ratio of 19.65, a PEG ratio of 1.19 and a beta of 0.41.

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

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s payout ratio is presently 67.02%.

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.