UnitedHealth Group Incorporated $UNH is FNY Investment Advisers LLC’s 3rd Largest Position

FNY Investment Advisers LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 106.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,375 shares of the healthcare conglomerate’s stock after purchasing an additional 16,703 shares during the quarter. UnitedHealth Group makes up approximately 3.0% of FNY Investment Advisers LLC’s portfolio, making the stock its 3rd largest holding. FNY Investment Advisers LLC’s holdings in UnitedHealth Group were worth $10,687,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Dorato Capital Management acquired a new position in shares of UnitedHealth Group in the fourth quarter worth $658,000. Earned Wealth Advisors LLC raised its stake in UnitedHealth Group by 4.2% in the 4th quarter. Earned Wealth Advisors LLC now owns 1,477 shares of the healthcare conglomerate’s stock valued at $487,000 after purchasing an additional 59 shares during the last quarter. Abacus Planning Group Inc. boosted its stake in shares of UnitedHealth Group by 11.0% during the 4th quarter. Abacus Planning Group Inc. now owns 2,199 shares of the healthcare conglomerate’s stock worth $726,000 after purchasing an additional 218 shares during the last quarter. Taylor & Morgan Wealth Management LLC raised its position in shares of UnitedHealth Group by 227.2% in the fourth quarter. Taylor & Morgan Wealth Management LLC now owns 2,163 shares of the healthcare conglomerate’s stock valued at $714,000 after buying an additional 1,502 shares during the last quarter. Finally, HF Advisory Group LLC boosted its position in UnitedHealth Group by 2,251.4% during the fourth quarter. HF Advisory Group LLC now owns 60,149 shares of the healthcare conglomerate’s stock worth $19,856,000 after acquiring an additional 57,591 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Stock Up 1.2%

UNH opened at $277.30 on Friday. The company has a market cap of $251.70 billion, a PE ratio of 21.02, a price-to-earnings-growth ratio of 1.26 and a beta of 0.40. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The firm has a 50 day moving average price of $284.61 and a 200 day moving average price of $320.40.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data 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. The company had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. UnitedHealth Group’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same period in the previous year, the firm earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s payout ratio is currently 67.02%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Raymond James upgraded UNH to Outperform and set a $330 target, citing greater-than-expected expense/margin upside (particularly at Optum Health) and potential earnings upside over the next few years. Why Raymond James Says Wall Street Is Underestimating UnitedHealth’s Earnings Power
• Positive Sentiment: Zacks highlights UnitedHealth’s strong earnings‑surprise history and says the company has the setup to beat estimates again, supporting near‑term upside if execution continues. Will UnitedHealth (UNH) Beat Estimates Again?
• Positive Sentiment: Contrarian analysts and coverage (e.g., Investopedia) argue the sharp multi-quarter pullback has created a buying opportunity, noting attractive forward multiples and potential for a rebound. That narrative is drawing value‑focused buyers. UnitedHealth Stock: This Analyst Says It’s Time to Buy
• Neutral Sentiment: Analyst coverage is mixed but tilted positive: multiple firms maintain buy/outperform ratings and median price targets remain well above the current price (median ~$385), while institutional rebalancing has produced both large buys and large sells. UNH Opinions on Plunge Below Buffett Purchase Price
• Negative Sentiment: Leerink warns UNH faces its largest RADV (risk‑adjustment) audit exposure, a regulatory/audit risk that could pressure future margins and create earnings uncertainty. Leerink Sees Largest RADV Audit Exposure
• Negative Sentiment: Market chatter and coverage note sizable YTD declines and regulatory/Medicare rate worries; social media and fund flows highlight investor concern after shares fell below high‑profile purchase levels, keeping volatility high. Is UnitedHealth Now A Potential Opportunity?

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on UNH shares. Raymond James Financial upgraded UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective on the stock in a report on Wednesday. Oppenheimer decreased their price target on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Weiss Ratings downgraded shares of UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, March 2nd. Finally, Morgan Stanley decreased their price target on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $363.38.

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.