UnitedHealth Group Incorporated $UNH Shares Acquired by Victrix Investment Advisors

Victrix Investment Advisors grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 91.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,464 shares of the healthcare conglomerate’s stock after acquiring an additional 6,916 shares during the period. UnitedHealth Group accounts for 2.7% of Victrix Investment Advisors’ holdings, making the stock its 9th largest position. Victrix Investment Advisors’ holdings in UnitedHealth Group were worth $4,995,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in UNH. Topsail Wealth Management LLC increased its holdings in UnitedHealth Group by 7.5% in the 3rd quarter. Topsail Wealth Management LLC now owns 2,453 shares of the healthcare conglomerate’s stock valued at $847,000 after buying an additional 172 shares during the period. Donaldson Capital Management LLC boosted its holdings in UnitedHealth Group by 5.2% in the third quarter. Donaldson Capital Management LLC now owns 153,730 shares of the healthcare conglomerate’s stock valued at $53,083,000 after acquiring an additional 7,570 shares during the last quarter. Lee Financial Co acquired a new stake in shares of UnitedHealth Group during the 3rd quarter worth approximately $1,170,000. Independent Advisor Alliance boosted its holdings in UnitedHealth Group by 28.2% in the third quarter. Independent Advisor Alliance now owns 31,977 shares of the healthcare conglomerate’s stock worth $11,042,000 after acquiring an additional 7,026 shares in the last quarter. Finally, Fourth Dimension Wealth LLC increased its position in shares of UnitedHealth Group by 68.0% during the third quarter. Fourth Dimension Wealth LLC now owns 210 shares of the healthcare conglomerate’s stock worth $73,000 after acquiring an additional 85 shares in the last quarter. Institutional investors 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: Q4 beat and near-term optimism: UNH reported an EPS beat that briefly lifted sentiment and helped the stock rally after the print. That positive earnings surprise shows operations can still deliver despite headwinds. UnitedHealth Group (NYSE:UNH) Shares Up 4% After Earnings Beat
• Positive Sentiment: Potential policy upside: Commentary that UNH is negotiating with the administration for more favorable Medicare rates is a tailwind if realized, supporting longer-term policy risk mitigation. 5 Stocks Primed for a Turnaround in 2026
• Neutral Sentiment: Modest analyst adjustments but continued support: Morgan Stanley trimmed its target slightly while keeping an Overweight rating, signaling analyst conviction remains even as near-term assumptions are revised. UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley
• Neutral Sentiment: Investor debate on durability: Several analyst pieces argue the current weakness may be temporary (AI-driven efficiencies, margin recovery) — this creates mixed near-term flows as value buyers size positions vs. risk-averse sellers. UnitedHealth: Opportunity Is Here – Temporary FY2026 Pain
• Negative Sentiment: Analyst price-target cuts: Barclays and Wells Fargo lowered targets (while keeping Overweight ratings), signaling reduced near-term expectations and likely weighing on buying momentum. Analyst Price Target Changes (Benzinga)
• Negative Sentiment: Regulatory/reimbursement pressure: Proposed smaller Medicare reimbursements and government scrutiny of insurer margins remain the largest catalyst for the sell-off and uncertainty around 2026-27 margins. UnitedHealth Plunges After Weak Earnings
• Negative Sentiment: Elevated bearish positioning: Unusual options activity showed a large jump in put buying, indicating short-term hedging or speculative bearish bets that can amplify downward moves. (Options volume data reported 376,697 puts traded vs. average ~163k.)

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft downgraded UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price on the stock. in a research note on Wednesday, October 29th. The Goldman Sachs Group assumed coverage on shares of UnitedHealth Group in a research note on Tuesday, October 14th. They issued a “buy” rating and a $406.00 target price on the stock. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday. Oppenheimer cut their price objective on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a research report on Wednesday. Finally, JPMorgan Chase & Co. increased their price target on shares of UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research note on Thursday, October 9th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $376.75.

UnitedHealth Group Stock Down 1.8%

NYSE UNH opened at $287.03 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 quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $260.00 billion, a P/E ratio of 21.76, a price-to-earnings-growth ratio of 1.35 and a beta of 0.42. The stock’s 50-day moving average price is $330.74 and its 200-day moving average price is $323.51.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter in the prior year, the company posted $6.81 earnings per share. The business’s quarterly revenue 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 predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were paid a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 67.02%.

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.