2,875 Shares in UnitedHealth Group Incorporated $UNH Acquired by Columbia Asset Management

Columbia Asset Management purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 2,875 shares of the healthcare conglomerate’s stock, valued at approximately $993,000.

Other large investors also recently added to or reduced their stakes in the company. LFA Lugano Financial Advisors SA purchased a new stake in UnitedHealth Group in the second quarter valued at approximately $25,000. Sagard Holdings Management Inc. purchased a new position in UnitedHealth Group in the second quarter worth $29,000. Islay Capital Management LLC purchased a new stake in UnitedHealth Group during the second quarter valued at about $31,000. Cloud Capital Management LLC purchased a new position in shares of UnitedHealth Group in the 3rd quarter worth about $32,000. Finally, Riggs Asset Managment Co. Inc. raised its holdings in shares of UnitedHealth Group by 69.4% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after buying an additional 43 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

UNH opened at $287.03 on Friday. The stock’s 50 day moving average price is $330.74 and its 200-day moving average price is $323.29. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The stock has a market capitalization of $260.00 billion, a PE ratio of 21.76, a price-to-earnings-growth ratio of 1.35 and a beta of 0.42. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data 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. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business had revenue of $113.22 billion for the quarter, compared to the consensus estimate of $113.38 billion. During the same period in the previous year, the firm earned $6.81 EPS. The company’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, equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were given a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 3.1%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s payout ratio is presently 67.02%.

Wall Street Analyst Weigh In

UNH has been the topic of several research reports. Barclays decreased their price target on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research note on Friday. Oppenheimer decreased their target price on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a research report on Wednesday. The Goldman Sachs Group began coverage on UnitedHealth Group in a research note on Tuesday, October 14th. They set a “buy” rating and a $406.00 price objective on the stock. Zacks Research upgraded UnitedHealth Group from a “strong sell” rating to a “hold” rating in a report on Monday, October 6th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average target price of $376.75.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Q4 beat and near-term optimism: UNH reported an EPS beat that briefly lifted sentiment and helped the stock rally after the print. That positive earnings surprise shows operations can still deliver despite headwinds. UnitedHealth Group (NYSE:UNH) Shares Up 4% After Earnings Beat
• Positive Sentiment: Potential policy upside: Commentary that UNH is negotiating with the administration for more favorable Medicare rates is a tailwind if realized, supporting longer-term policy risk mitigation. 5 Stocks Primed for a Turnaround in 2026
• Neutral Sentiment: Modest analyst adjustments but continued support: Morgan Stanley trimmed its target slightly while keeping an Overweight rating, signaling analyst conviction remains even as near-term assumptions are revised. UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley
• Neutral Sentiment: Investor debate on durability: Several analyst pieces argue the current weakness may be temporary (AI-driven efficiencies, margin recovery) — this creates mixed near-term flows as value buyers size positions vs. risk-averse sellers. UnitedHealth: Opportunity Is Here – Temporary FY2026 Pain
• Negative Sentiment: Analyst price-target cuts: Barclays and Wells Fargo lowered targets (while keeping Overweight ratings), signaling reduced near-term expectations and likely weighing on buying momentum. Analyst Price Target Changes (Benzinga)
• Negative Sentiment: Regulatory/reimbursement pressure: Proposed smaller Medicare reimbursements and government scrutiny of insurer margins remain the largest catalyst for the sell-off and uncertainty around 2026-27 margins. UnitedHealth Plunges After Weak Earnings
• Negative Sentiment: Elevated bearish positioning: Unusual options activity showed a large jump in put buying, indicating short-term hedging or speculative bearish bets that can amplify downward moves. (Options volume data reported 376,697 puts traded vs. average ~163k.)

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.