UnitedHealth Group Incorporated $UNH Shares Purchased by Lokken Investment Group LLC

Lokken Investment Group LLC grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 114.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,944 shares of the healthcare conglomerate’s stock after buying an additional 3,176 shares during the quarter. Lokken Investment Group LLC’s holdings in UnitedHealth Group were worth $2,052,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC lifted its holdings 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 boosted its holdings 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 worth $2,033,000 after purchasing an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new stake in shares of UnitedHealth Group during the second quarter worth $340,000. Wealthcare Advisory Partners LLC boosted its holdings in shares of UnitedHealth Group by 63.7% in the 2nd quarter. Wealthcare Advisory Partners LLC now owns 8,535 shares of the healthcare conglomerate’s stock valued at $2,663,000 after buying an additional 3,320 shares during the period. Finally, Heck Capital Advisors LLC raised its stake in UnitedHealth Group by 27.1% during the second quarter. Heck Capital Advisors LLC now owns 1,859 shares of the healthcare conglomerate’s stock worth $580,000 after acquiring an additional 396 shares during the period. 87.86% of the stock is currently owned by institutional investors.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Bernstein reaffirmed an Outperform rating and a $405 price target, arguing the company remains attractively valued on forward P/E and that long-term fundamentals still support upside. Bernstein Reiterates Outperform
• Positive Sentiment: Long-term bull case highlighted: commentary that UNH could “reach new heights by 2030” emphasizes durable cash flow, Optum AI/efficiency levers and a large addressable market — this supports investor interest at current depressed levels. UnitedHealth Stock Outlook to 2030
• Neutral Sentiment: Social and institutional reaction summary: Q4 commentary spurred heavy social-media discussion and noted insider/institutional moves (mixed buying and selling); some investors view the pullback as value given large positions from long-only investors (e.g., Buffett). QuiverQuant UNH Discussion
• Neutral Sentiment: In broader market lists, UNH continues to be recommended by some long-term stock pickers (e.g., Buffett-influenced lists), which can attract buy interest even amid near-term volatility. Fool Buffett Stocks
• Negative Sentiment: Q4 results and CMS notice are the main near-term negatives: Q4 revenue (~$113.2B) narrowly missed estimates, the medical-care ratio rose to ~89.1%, and company comments on shedding ~1.3–1.4M Medicare members to protect margins signal near-term enrollment headwinds. Separately, CMS’s 2027 advance MA rate notice (near-flat ~0.09%) fueled concern about reimbursement pressure. These items are weighing on sentiment and consensus near-term forecasts. QuiverQuant on Earnings & CMS
• Negative Sentiment: Analysts have trimmed price targets recently (examples: Truist to $370, Wells Fargo trimmed targets, JPMorgan lowered its target to $389), reflecting tighter near-term earnings/reimbursement assumptions — this compresses upside from current levels and can pressure the stock until visibility improves. Benzinga Analyst Target Moves Wells Fargo Target Cut
• Negative Sentiment: Regulatory and reimbursement risk remains a recurring theme in recent coverage; analysts and articles note that regulatory uncertainty could continue to pressure growth and margins until Medicare-Advantage rate clarity and utilization trends normalize. Analysts Trim Targets Forbes on Valuation

UnitedHealth Group Trading Down 0.5%

Shares of UnitedHealth Group stock opened at $284.15 on Wednesday. The business has a fifty day simple moving average of $329.24 and a 200-day simple moving average of $323.73. The firm has a market cap of $257.40 billion, a price-to-earnings ratio of 21.54, a price-to-earnings-growth ratio of 1.32 and a beta of 0.41. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two 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.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $113.38 billion. During the same period in the prior year, the company earned $6.81 EPS. UnitedHealth Group’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal 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 dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 67.02%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the company. JPMorgan Chase & Co. dropped their price target on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research report on Monday. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. TD Cowen raised their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research note on Thursday, October 30th. 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. Finally, Morgan Stanley decreased their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $375.46.

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.