Dakota Wealth Management Buys 10,423 Shares of UnitedHealth Group Incorporated $UNH

Dakota Wealth Management boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 65.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 26,374 shares of the healthcare conglomerate’s stock after acquiring an additional 10,423 shares during the period. Dakota Wealth Management’s holdings in UnitedHealth Group were worth $9,107,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the company. North Capital Inc. grew its holdings in UnitedHealth Group by 16.2% during the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after buying an additional 27 shares in the last quarter. Sunflower Bank N.A. grew its holdings in shares of UnitedHealth Group by 1.5% in the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after purchasing an additional 28 shares in the last quarter. Axis Wealth Partners LLC raised its stake in UnitedHealth Group by 1.7% during the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after purchasing an additional 28 shares in the last quarter. Abound Wealth Management grew its stake in shares of UnitedHealth Group by 13.5% in the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after buying an additional 29 shares in the last quarter. Finally, Auxano Advisors LLC raised its position in shares of UnitedHealth Group by 3.4% during the 3rd quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock valued at $333,000 after buying an additional 32 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Industry report highlights growth opportunities for healthcare finance solutions and names UnitedHealth/Optum among leaders, supporting long‑term TAM expansion in digital financing, AI automation and outpatient care — a potential positive for Optum’s growth profile and valuation. Healthcare Finance Solutions Industry Report 2026-2035
• Neutral Sentiment: Valuation analysis notes prolonged share‑price weakness across multiple timeframes while emphasizing UnitedHealth’s scale (roughly $447.6B revenue, ~$12.1B net income cited) — useful context for value investors but not an immediate catalyst. A Look At UnitedHealth Group’s Valuation After Prolonged Share Price Weakness
• Negative Sentiment: Analysts have lowered expectations after management’s weak guidance following the January results; coverage notes roughly a double‑digit YTD pullback and lowered forecasts, which is pressuring the stock near current levels. This is the primary near‑term negative driver for UNH. Analysts Lower Expectations for UnitedHealth (UNH) Following Weak Guidance Analysts Lower Expectations (InsiderMonkey)
• Negative Sentiment: Market note: coverage highlighting that UNH “dips more than the broader market” and recent daily declines amplify short‑term selling pressure as investors digest guidance and lower analyst estimates. UnitedHealth Group (UNH) Dips More Than Broader Market

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $282.23 on Tuesday. The firm has a 50-day moving average of $315.66 and a two-hundred day moving average of $325.57. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. 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 $255.65 billion, a price-to-earnings ratio of 21.40, a price-to-earnings-growth ratio of 1.33 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. The firm had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.UnitedHealth Group’s quarterly revenue was up 12.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. UBS Group lowered their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Mizuho cut their price objective on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. JPMorgan Chase & Co. dropped their price target on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. Finally, Royal Bank Of Canada decreased 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. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus price target 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.