Renasant Bank Sells 2,816 Shares of UnitedHealth Group Incorporated $UNH

Renasant Bank lowered its position in UnitedHealth Group Incorporated (NYSE:UNH) by 57.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,069 shares of the healthcare conglomerate’s stock after selling 2,816 shares during the quarter. Renasant Bank’s holdings in UnitedHealth Group were worth $714,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Guerra Advisors Inc bought a new stake in UnitedHealth Group during the third quarter worth $1,059,000. Berkshire Hathaway Inc purchased a new position in shares of UnitedHealth Group in the 2nd quarter worth about $1,572,193,000. Murphy Pohlad Asset Management LLC raised its position in UnitedHealth Group by 21.8% in the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock worth $1,380,000 after acquiring an additional 791 shares during the period. Carnegie Investment Counsel grew its position in shares of UnitedHealth Group by 2.2% during the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock valued at $36,471,000 after acquiring an additional 2,316 shares during the period. Finally, IFP Advisors Inc raised its holdings in shares of UnitedHealth Group by 20.7% in the 2nd quarter. IFP Advisors Inc now owns 20,683 shares of the healthcare conglomerate’s stock worth $6,462,000 after purchasing an additional 3,545 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 3.0%

UNH stock opened at $276.49 on Friday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a market capitalization of $250.46 billion, a PE ratio of 20.96, a price-to-earnings-growth ratio of 1.24 and a beta of 0.41. The company’s 50 day moving average price is $325.87 and its two-hundred day moving average price is $322.97. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79.

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

Analysts Set New Price Targets

UNH has been the topic of several research reports. 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. TD Cowen increased their target price on shares of UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a research report on Thursday, October 30th. Royal Bank Of Canada dropped their price target on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Leerink Partners lowered their target price on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Finally, Wells Fargo & Company reduced their price target on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

More UnitedHealth Group News

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

• Positive Sentiment: Optum/value‑based care is highlighted as a durable growth driver that could support profits over time — a key bullish argument investors cite. UnitedHealth: Riding On Value-Based Care Through Optum
• Positive Sentiment: Mizuho kept an “outperform” stance despite cutting the price target (from $430 to $350), signaling analyst conviction that shares still have upside versus recent levels. Benzinga coverage of Mizuho PT cut
• Positive Sentiment: Long‑run pattern: historical episodes show UNH can stage rapid recoveries (multiple >30% rallies and two >50% runs in 2020 and 2025), which some investors view as evidence the stock can rebound after sharp declines. Can UNH Stock Surge Again?
• Positive Sentiment: Consensus analyst recommendation remains constructive (“Moderate Buy”), providing a supportive backdrop for buyers looking past near‑term noise. Analyst consensus: Moderate Buy
• Neutral Sentiment: Higher investor attention/search activity — signals elevated interest and liquidity but not a directional catalyst by itself. Investors Heavily Search UNH
• Neutral Sentiment: Analyst discussion continues to center on margins and cost trends after FQ4 — important for outlook but outcomes remain uncertain until more guidance clarity. FQ4 earnings: margin concerns
• Negative Sentiment: Despite an EPS beat, a Zacks piece argues rising medical costs, margin compression and Medicare reimbursement risk triggered a sharp selloff — the main driver of recent downward pressure. Q4 beat can’t stop the slide
• Negative Sentiment: Regulatory risk increased after reports the DOJ is probing UnitedHealth, adding uncertainty around future returns and potential legal/operational disruption. DOJ probe and regulatory questions
• Negative Sentiment: Media analysis suggests the company’s recent comeback stalled, prompting calls to reassess the investment thesis until cost trends and regulatory risks are clearer. How UNH’s comeback ran aground

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.