Naviter Wealth LLC Has $1.87 Million Stake in UnitedHealth Group Incorporated $UNH

Naviter Wealth LLC lessened its position in UnitedHealth Group Incorporated (NYSE:UNH) by 34.1% in the third quarter, HoldingsChannel.com reports. The fund owned 5,406 shares of the healthcare conglomerate’s stock after selling 2,800 shares during the period. Naviter Wealth LLC’s holdings in UnitedHealth Group were worth $1,867,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. LFA Lugano Financial Advisors SA bought a new stake in UnitedHealth Group in the second quarter valued at approximately $25,000. Sagard Holdings Management Inc. bought a new stake in UnitedHealth Group in the 2nd quarter valued at $29,000. Cloud Capital Management LLC bought a new position in UnitedHealth Group during the third quarter worth $32,000. Grey Fox Wealth Advisors LLC bought a new position in shares of UnitedHealth Group in the third quarter valued at about $33,000. Finally, Islay Capital Management LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth about $31,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 3.2%

Shares of UnitedHealth Group stock opened at $293.33 on Friday. The firm’s 50-day moving average price is $320.91 and its two-hundred day moving average price is $323.31. The company has a market capitalization of $265.71 billion, a price-to-earnings ratio of 22.24, a PEG ratio of 1.35 and a beta of 0.41. 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 12-month low of $234.60 and a 12-month high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping 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 $113.22 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same quarter in the prior year, the firm posted $6.81 EPS. The firm’s quarterly revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on UNH shares. Oppenheimer cut their price objective on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Royal Bank Of Canada reduced their price target on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. UBS Group dropped their target price on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. TD Cowen upped their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research note on Thursday, October 30th. Finally, Barclays cut their price objective on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group News Summary

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

• Positive Sentiment: Positive analyst revisions and forecasts — Zacks lifted several near‑term EPS estimates (notably Q1 2026) and issued a more constructive earnings outlook for FY2026/2027, supporting the view that earnings could rebound despite recent volatility. Zacks Research Issues Positive Forecast for UNH Earnings
• Positive Sentiment: Business strength from Optum expansion — coverage highlights that Optum continues to expand its services and platform, which supports UnitedHealth’s long‑term growth thesis and helps explain why some investors are buying the dip. UnitedHealth Group Incorporated (UNH) Strengthens Healthcare Platform Through Optum Expansion
• Neutral Sentiment: Mizuho trims price target but keeps Outperform — the firm cut its UNH target to $350 (from $430) after Q4 results but retained an Outperform rating, a mixed signal that reduces upside expectations but leaves institutional conviction intact. Mizuho Lowers UnitedHealth Group Incorporated (UNH) Target to $350, Maintains Outperform Rating
• Negative Sentiment: Ongoing policy and cost worries — coverage warns that a flat Medicare Advantage rate outlook and elevated medical inflation could compress margins and limit premium increases, a key reason for recent selling pressure. Flat Medicare Advantage Outlook And Revenue Drop Might Change The Case For Investing In UNH
• Negative Sentiment: Fundamental caution from independent analysis — a Seeking Alpha piece re‑examines risks (medical cost inflation, government funding constraints, delayed Optum margin recovery) and argues the current valuation may already price in higher volatility. UnitedHealth: 3 Reasons Not To Buy (Revisited)
• Negative Sentiment: Market commentary questioning further downside — analysts and writers note the recent ~18% pullback over several weeks and debate whether weakness is temporary or signals deeper issues, keeping sentiment fragile. Is There More Downside To UNH Stock?

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.