Mizuho Markets Cayman LP Grows Stake in UnitedHealth Group Incorporated $UNH

Mizuho Markets Cayman LP grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 208.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,729 shares of the healthcare conglomerate’s stock after purchasing an additional 7,928 shares during the period. Mizuho Markets Cayman LP’s holdings in UnitedHealth Group were worth $4,050,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC increased 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 valued at $22,384,000 after acquiring an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC grew its position in UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH purchased a new position in shares of UnitedHealth Group in the second quarter worth $340,000. WBI Investments LLC grew its holdings in shares of UnitedHealth Group by 348.5% during the second quarter. WBI Investments LLC now owns 2,709 shares of the healthcare conglomerate’s stock valued at $845,000 after buying an additional 2,105 shares during the last quarter. Finally, Pinnacle Wealth Planning Services Inc. increased its position in shares of UnitedHealth Group by 5.4% in the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 4,557 shares of the healthcare conglomerate’s stock valued at $1,421,000 after acquiring an additional 233 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have weighed in on UNH shares. UBS Group dropped their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Leerink Partners dropped their target price on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Wells Fargo & Company dropped their price objective on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Finally, Mizuho decreased their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $372.13.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Analyst bullish thesis highlighting AI-driven efficiency and a targeted $1B in cost savings, plus management’s 2026 EPS guidance, supports expectations for margin improvement and earnings recovery. UnitedHealth: Why AI Is The Secret Weapon For The Turnaround
• Positive Sentiment: UnitedHealthcare expanded national doula coverage for employer plans — a value-based, preventive care move that could improve maternal outcomes and reduce downstream costs if utilization and ROI track expectations. UNH Expands Doulas: Better Outcomes or Margin Play Ahead?
• Neutral Sentiment: The company set its Q1 2026 earnings release for April 21 (pre-market) with a webcast — an upcoming report that could drive volatility depending on revenue/margin progress vs. the current EPS guidance. UnitedHealth Group Announces Earnings Release Date
• Neutral Sentiment: Coverage and commentary summarizing a bullish investment case (valuation-focused writeups) keep the narrative mixed—some investors see a longer-term buy opportunity while others wait for clearer execution. Is UnitedHealth Group Incorporated (UNH) A Good Stock To Buy Now?
• Negative Sentiment: Critical research argues the stock is stabilizing but not yet a buy—analysts caution that membership and revenue adjustments reflect strategic resets, and valuation compression leaves limited margin of safety until execution is proven. UnitedHealth: Stabilizing, But Not Yet A Buy

UnitedHealth Group Trading Up 0.7%

Shares of NYSE:UNH opened at $287.60 on Wednesday. The company has a market capitalization of $261.05 billion, a PE ratio of 21.80, a PEG ratio of 1.31 and a beta of 0.41. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The business has a 50 day moving average of $301.00 and a two-hundred day moving average of $324.98. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.73 billion during the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business’s revenue was up 12.3% compared to the same quarter last year. During the same period in the previous year, the business posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.1%. UnitedHealth Group’s dividend payout ratio (DPR) is 67.02%.

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.