UnitedHealth Group Incorporated $UNH Shares Bought by Skylands Capital LLC

Skylands Capital LLC increased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 87.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,430 shares of the healthcare conglomerate’s stock after buying an additional 6,715 shares during the period. Skylands Capital LLC’s holdings in UnitedHealth Group were worth $4,983,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Brighton Jones LLC raised its holdings in shares of UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC lifted its holdings in UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after acquiring an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH bought a new position in shares of UnitedHealth Group during the second quarter valued at approximately $340,000. Elefante Mark B lifted its holdings in shares of UnitedHealth Group by 9.2% in the 2nd quarter. Elefante Mark B now owns 6,441 shares of the healthcare conglomerate’s stock worth $2,009,000 after purchasing an additional 541 shares during the last quarter. Finally, Vest Financial LLC grew its stake in UnitedHealth Group by 39.3% during the 2nd quarter. Vest Financial LLC now owns 17,018 shares of the healthcare conglomerate’s stock worth $5,309,000 after buying an additional 4,799 shares during the last quarter. Institutional investors and hedge funds 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: Zacks raised several near-term quarterly EPS estimates (notably Q1 2027 to $6.70 and Q2 2026 to $4.74), signaling pockets of analyst confidence in short-term profitability. Zacks Research estimate updates
• Neutral Sentiment: Zacks published a set of mixed revisions across 2026–2028 (including FY2028 at $22.68 vs. a current consensus nearer $29.54), indicating analyst disagreement on medium‑term trajectory rather than a uniform downgrade. Zacks Research estimate updates
• Neutral Sentiment: General news-roundup pieces and analyst commentary (including Yahoo Finance summaries) are circulating; these synthesize the same themes below but add market reaction context. Here’s What Happened to UnitedHealth Group (UNH)
• Negative Sentiment: Seeking Alpha reports UnitedHealth cut 2026 revenue guidance to $439B from $448B — the first annual decline in decades — which undercuts top‑line confidence and contributed to the selloff, despite continued strong cash flow metrics. UnitedHealth: After The Collapse
• Negative Sentiment: Market commentary and social media summaries (QuiverQuant) point to an earnings reaction where revenue missed expectations while EPS only slightly beat — investors focused on Medicare Advantage headwinds, lingering cyberattack effects and near‑term margin pressure, triggering a sharp pre‑market drop. UnitedHealth Group Stock (UNH) Opinions on Earnings Miss and Medicare Headwinds
• Negative Sentiment: Zacks lowered several later-quarter estimates (Q3 2026 and Q4 2027 among them), reflecting analyst adjustments to expected cadence of recovery — a near‑term negative signal for expected earnings progression. Zacks Research estimate updates

Analysts Set New Price Targets

Several analysts recently weighed in on UNH shares. Royal Bank Of Canada cut their price objective on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Mizuho decreased their price objective on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. Leerink Partners reduced their price target on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. TD Cowen raised their price target on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. Finally, Jefferies Financial Group decreased their target price on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $273.00 on Wednesday. The company’s 50-day moving average price is $323.87 and its two-hundred day moving average price is $323.38. The stock has a market cap of $247.29 billion, a PE ratio of 20.70, a price-to-earnings-growth ratio of 1.27 and a beta of 0.41. 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 Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36.

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

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.