a16z Perennial Management L.P. Buys New Stake in UnitedHealth Group Incorporated $UNH

a16z Perennial Management L.P. purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,889 shares of the healthcare conglomerate’s stock, valued at approximately $652,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Moloney Securities Asset Management LLC raised its stake in shares of UnitedHealth Group by 24.9% in the 3rd quarter. Moloney Securities Asset Management LLC now owns 10,769 shares of the healthcare conglomerate’s stock worth $3,719,000 after buying an additional 2,147 shares in the last quarter. Canada Post Corp Registered Pension Plan increased its holdings in shares of UnitedHealth Group by 167.5% in the third quarter. Canada Post Corp Registered Pension Plan now owns 67,699 shares of the healthcare conglomerate’s stock valued at $23,368,000 after buying an additional 42,388 shares in the last quarter. Concord Asset Management LLC VA boosted its stake in shares of UnitedHealth Group by 0.6% during the 3rd quarter. Concord Asset Management LLC VA now owns 5,169 shares of the healthcare conglomerate’s stock worth $1,785,000 after acquiring an additional 32 shares in the last quarter. Ledyard National Bank lifted its holdings in shares of UnitedHealth Group by 2.0% during the third quarter. Ledyard National Bank now owns 17,812 shares of the healthcare conglomerate’s stock valued at $6,150,000 after purchasing an additional 347 shares during the last quarter. Finally, Murphy Pohlad Asset Management LLC increased its stake in UnitedHealth Group by 13.6% in the 3rd quarter. Murphy Pohlad Asset Management LLC now owns 5,025 shares of the healthcare conglomerate’s stock worth $1,735,000 after purchasing an additional 600 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

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

Wall Street Analyst Weigh In

UNH has been the topic of several research analyst reports. Mizuho lowered their price target on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a report on Thursday. Royal Bank Of Canada reduced their price objective on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. TD Cowen increased their price objective on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research report on Thursday, October 30th. Finally, Truist Financial cut their target price on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group Stock Up 3.0%

NYSE:UNH opened at $276.49 on Friday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month 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 stock’s 50 day moving average price is $325.87 and its two-hundred day moving average price is $322.97. The firm has a market capitalization of $250.46 billion, a price-to-earnings ratio of 20.96, a price-to-earnings-growth ratio of 1.24 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last released 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 previous year, the business earned $6.81 earnings per share. The firm’s quarterly revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

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.