Fifth Third Bancorp Cuts Stake in UnitedHealth Group Incorporated $UNH

Fifth Third Bancorp cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 25.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 302,916 shares of the healthcare conglomerate’s stock after selling 101,764 shares during the period. Fifth Third Bancorp’s holdings in UnitedHealth Group were worth $104,597,000 at the end of the most recent reporting period.

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

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Positive analyst revisions and forecasts — Zacks lifted several near‑term EPS estimates (notably Q1 2026) and issued a more constructive earnings outlook for FY2026/2027, supporting the view that earnings could rebound despite recent volatility. Zacks Research Issues Positive Forecast for UNH Earnings
• Positive Sentiment: Business strength from Optum expansion — coverage highlights that Optum continues to expand its services and platform, which supports UnitedHealth’s long‑term growth thesis and helps explain why some investors are buying the dip. UnitedHealth Group Incorporated (UNH) Strengthens Healthcare Platform Through Optum Expansion
• Neutral Sentiment: Mizuho trims price target but keeps Outperform — the firm cut its UNH target to $350 (from $430) after Q4 results but retained an Outperform rating, a mixed signal that reduces upside expectations but leaves institutional conviction intact. Mizuho Lowers UnitedHealth Group Incorporated (UNH) Target to $350, Maintains Outperform Rating
• Negative Sentiment: Ongoing policy and cost worries — coverage warns that a flat Medicare Advantage rate outlook and elevated medical inflation could compress margins and limit premium increases, a key reason for recent selling pressure. Flat Medicare Advantage Outlook And Revenue Drop Might Change The Case For Investing In UNH
• Negative Sentiment: Fundamental caution from independent analysis — a Seeking Alpha piece re‑examines risks (medical cost inflation, government funding constraints, delayed Optum margin recovery) and argues the current valuation may already price in higher volatility. UnitedHealth: 3 Reasons Not To Buy (Revisited)
• Negative Sentiment: Market commentary questioning further downside — analysts and writers note the recent ~18% pullback over several weeks and debate whether weakness is temporary or signals deeper issues, keeping sentiment fragile. Is There More Downside To UNH Stock?

UnitedHealth Group Stock Up 3.2%

Shares of NYSE:UNH opened at $293.33 on Monday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The stock has a market capitalization of $265.71 billion, a price-to-earnings ratio of 22.24, a PEG ratio of 1.35 and a beta of 0.41. The stock has a fifty day simple moving average of $320.91 and a two-hundred day simple moving average of $323.71. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72.

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 firm had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter in the previous year, the firm earned $6.81 EPS. UnitedHealth Group’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, research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. 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, January 28th. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. TD Cowen raised 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. Morgan Stanley reduced their price target on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research report on Friday, January 23rd. Finally, Mizuho cut their price objective on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. One 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $372.13.

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.