Krilogy Financial LLC Makes New Investment in UnitedHealth Group Incorporated $UNH

Krilogy Financial LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 8,323 shares of the healthcare conglomerate’s stock, valued at approximately $2,728,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Geode Capital Management LLC increased its position in UnitedHealth Group by 3.3% during the second quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock worth $6,624,411,000 after purchasing an additional 675,075 shares during the last quarter. Norges Bank acquired a new stake in shares of UnitedHealth Group during the 2nd quarter worth approximately $3,837,207,000. Dodge & Cox lifted its holdings in UnitedHealth Group by 117.7% in the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after acquiring an additional 4,730,192 shares during the last quarter. Charles Schwab Investment Management Inc. increased its stake in UnitedHealth Group by 6.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock worth $2,340,346,000 after acquiring an additional 432,084 shares during the last quarter. Finally, Amundi grew its holdings in shares of UnitedHealth Group by 33.8% during the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after purchasing an additional 1,565,245 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on UNH shares. Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Royal Bank Of Canada lowered 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 report on Wednesday, January 28th. TD Cowen upped their price target on UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a research note on Thursday, October 30th. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group Stock Up 2.0%

Shares of NYSE:UNH opened at $278.75 on Thursday. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The stock has a market cap of $252.51 billion, a price-to-earnings ratio of 21.13, a price-to-earnings-growth ratio of 1.26 and a beta of 0.41. The firm’s 50 day moving average price is $322.64 and its 200 day moving average price is $323.07.

UnitedHealth Group (NYSE:UNH) last announced 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. The business had revenue of $113.22 billion for 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 company’s revenue was up 12.3% on a year-over-year basis. During the same period last year, the business earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

Key UnitedHealth Group News

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

• Positive Sentiment: Zacks Research raised multiple near‑term and multi‑year EPS forecasts (notably Q1 2026, Q2 2026, FY2026, FY2027 and FY2028 plus a higher Q3 2027 forecast), signaling analysts expect some earnings recovery versus earlier outlooks.
• Positive Sentiment: Optum expansion is highlighted as strengthening UnitedHealth’s platform and long‑term growth optionality, supporting investor confidence in franchise value. Optum Expansion Article
• Neutral Sentiment: Several brokers kept constructive ratings (many Buy/Outperform) and the median analyst price target sits near $389, providing a floor for longer‑term investor expectations.
• Neutral Sentiment: Mizuho trimmed its price target to $350 but maintained an Outperform rating — a signal that some firms see delayed recovery rather than a structural problem. Mizuho Note
• Negative Sentiment: Coverage and commentary warn of a flat Medicare Advantage outlook and a recent revenue drop, which could pressure near‑term top‑line growth and sentiment. Flat Medicare Advantage Outlook
• Negative Sentiment: Social and analyst reaction to the recent quarterly results highlighted an earnings/revenue miss and Medicare headwinds that triggered a sharp selloff previously; that skepticism remains a near‑term risk. Earnings Reaction & Medicare Headwinds
• Negative Sentiment: Some analysis notes UnitedHealth trimmed 2026 revenue guidance (to roughly $439B from $448B), marking its first annual decline in decades — a material near‑term catalyst for investor caution. Revenue Guidance Cut
• Negative Sentiment: Ongoing investor concerns about returns on capital and margin normalization could limit enthusiasm until clearer signs of margin recovery appear. Returns On Capital Concern

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.