UnitedHealth Group Incorporated $UNH Shares Purchased by Moloney Securities Asset Management LLC

Moloney Securities Asset Management LLC grew its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 24.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,769 shares of the healthcare conglomerate’s stock after buying an additional 2,147 shares during the period. Moloney Securities Asset Management LLC’s holdings in UnitedHealth Group were worth $3,719,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. LFA Lugano Financial Advisors SA purchased a new position in shares of UnitedHealth Group during the second quarter worth approximately $25,000. Sagard Holdings Management Inc. purchased a new position in UnitedHealth Group during the 2nd quarter worth $29,000. Cloud Capital Management LLC purchased a new stake in shares of UnitedHealth Group in the third quarter valued at about $32,000. Grey Fox Wealth Advisors LLC acquired a new position in UnitedHealth Group in the 3rd quarter valued at about $33,000. Finally, Islay Capital Management LLC acquired a new stake in UnitedHealth Group during the 2nd quarter worth approximately $31,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $276.49 on Friday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The stock has a market cap of $250.46 billion, a PE ratio of 20.96, a P/E/G ratio of 1.24 and a beta of 0.41. The stock has a fifty day moving average price of $325.87 and a 200 day moving average price of $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 released its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping the consensus estimate of $2.09 by $0.02. The business had revenue of $113.22 billion for the quarter, compared to analyst estimates 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 period in the previous year, the firm earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

Key Headlines Impacting UnitedHealth Group

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

Analysts Set New Price Targets

Several research firms have recently commented on UNH. TD Cowen upped their price target on UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a research note on Thursday, October 30th. The Goldman Sachs Group started coverage on shares of UnitedHealth Group in a report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 target price on the stock. Mizuho reduced their price objective on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research report on Thursday. Evercore raised UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Finally, JPMorgan Chase & Co. dropped their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $372.13.

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.