Glenmede Investment Management LP Purchases 7,627 Shares of UnitedHealth Group Incorporated $UNH

Glenmede Investment Management LP lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 6.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 132,999 shares of the healthcare conglomerate’s stock after buying an additional 7,627 shares during the quarter. Glenmede Investment Management LP’s holdings in UnitedHealth Group were worth $45,925,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Sagard Holdings Management Inc. purchased a new stake in UnitedHealth Group during the second quarter worth $29,000. Foster Dykema Cabot & Partners LLC grew its stake in UnitedHealth Group by 69.4% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares during the last quarter. Islay Capital Management LLC bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at about $31,000. Hurley Capital LLC lifted its position in UnitedHealth Group by 81.6% during the third quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock valued at $31,000 after acquiring an additional 40 shares during the last quarter. Finally, Cloud Capital Management LLC purchased a new stake in shares of UnitedHealth Group during the 3rd quarter valued at $32,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

NYSE:UNH opened at $282.02 on Friday. The company has a 50 day moving average price of $303.36 and a 200-day moving average price of $324.93. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The firm has a market cap of $255.99 billion, a price-to-earnings ratio of 21.38, a price-to-earnings-growth ratio of 1.27 and a beta of 0.41. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data 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 $113.73 billion during the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter in the previous year, the company earned $6.81 earnings per share. The firm’s revenue for the quarter 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 forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 3.1%. The ex-dividend date of this dividend is Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 67.02%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Sen. Markwayne Mullin disclosed a purchase of $50k–$100k in UNH shares, a small institutional/insider-like buy that can be read as a signal of confidence and may attract retail/institutional attention. Trump Ally, New DHS Leader Nominee Markwayne Mullin Makes New Stock Trades: Here’s What He Bought And Sold
• Positive Sentiment: Short-term price resilience: coverage noted UNH advancing while broader markets declined recently, a sign of relative strength that can draw momentum buyers. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: High investor attention: Zacks and Yahoo pieces highlight UNH as a heavily searched/watched stock; increased attention can boost liquidity and volatility but is not a directional catalyst by itself. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Investor materials: a Barclays healthcare conference transcript was published; investors will parse management commentary for membership trends, margin drivers, and capital allocation but no surprise datapoint was flagged in headlines. UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Analyst coverage and model updates continue to circulate (stock-forecast pieces), which keep expectations and target-price dispersion visible to the market but provide mixed near-term directional pressure. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Negative Sentiment: Valuation/sector pressure concerns: commentary noting a ~39% 12‑month share decline and questioning whether current price reflects value could pressure sentiment and keep selling pressure if investors worry about sector headwinds or earnings risk. Is UnitedHealth Group (UNH) Pricing Reflect Sector Pressures After A 39% Share Price Decline

Analyst Upgrades and Downgrades

UNH has been the subject of several recent analyst reports. Mizuho lowered their price target on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. Truist Financial decreased their price target on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a report on Monday, February 2nd. Barclays reduced their target price on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. Oppenheimer decreased their target price on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Finally, Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $372.13.

About UnitedHealth Group

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.