QV Investors Inc. Has $15.97 Million Stake in UnitedHealth Group Incorporated $UNH

QV Investors Inc. cut its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 6.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 48,374 shares of the healthcare conglomerate’s stock after selling 3,420 shares during the quarter. UnitedHealth Group makes up approximately 1.3% of QV Investors Inc.’s investment portfolio, making the stock its 26th largest position. QV Investors Inc.’s holdings in UnitedHealth Group were worth $15,969,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of UNH. North Capital Inc. raised its position in UnitedHealth Group by 16.2% in the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after buying an additional 27 shares during the last quarter. Sunflower Bank N.A. grew its stake in shares of UnitedHealth Group by 1.5% during the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after acquiring an additional 28 shares in the last quarter. Axis Wealth Partners LLC lifted its position in shares of UnitedHealth Group by 1.7% in the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock worth $563,000 after purchasing an additional 28 shares in the last quarter. Abound Wealth Management grew its position in UnitedHealth Group by 13.5% in the third quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock valued at $84,000 after purchasing an additional 29 shares in the last quarter. Finally, Cooper Financial Group lifted its position in UnitedHealth Group by 0.7% during the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock worth $1,432,000 after buying an additional 30 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

More UnitedHealth Group News

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

• Positive Sentiment: Raymond James upgraded UNH to Outperform and set a $330 target, citing higher earnings upside from Optum margin improvement and AI initiatives — a catalyst for near‑term buying interest. UnitedHealth Group (NYSE:UNH) Trading 1.2% Higher After Analyst Upgrade
• Positive Sentiment: Analysts and outlets are highlighting UNH’s planned multibillion‑dollar AI spend (including the Avery generative AI platform) as a lever to speed claims processing and lower costs — a medium‑term margin story if execution succeeds. How UnitedHealth’s AI Bet And Optum Margin Push At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Neutral Sentiment: Coverage pointing to a “quiet turnaround” and pieces framing UNH as a recovery/opportunity trade reflect growing investor interest but hinge on sustained margin progress and regulatory outcome. These narratives support demand but don’t remove execution risk. The Quiet Turnaround In UnitedHealth
• Neutral Sentiment: Analyses benchmarking Q4 and longer‑term valuation debates highlight that UNH’s recent share decline has attracted some buy‑the‑dip interest from bullish analysts, balancing skepticism over near‑term volatility. Health Insurance Providers Stocks Q4 Recap: Benchmarking UnitedHealth (NYSE:UNH)
• Negative Sentiment: Mairs & Power flagged that UnitedHealth’s own operational issues in 2025 were a material drag — a reminder that execution lapses (claims, workflows) can erase expected benefits from tech investments and weigh near‑term results. Self-Inflicted Operational Issues Pressured UnitedHealth Group (UNH) In 2025
• Negative Sentiment: Leerink warns of sizable RADV (risk‑adjustment) audit exposure — a regulatory/financial risk that could lead to Medicare Advantage revenue adjustments and earnings pressure if assessments materialize. This is a key downside risk for investors to monitor. Leerink sees UnitedHealth stock facing largest RADV audit exposure

Analysts Set New Price Targets

UNH has been the topic of a number of recent research reports. Truist Financial lowered their target price on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Raymond James Financial upgraded UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective on the stock in a research note on Wednesday. Barclays lowered their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Finally, Jefferies Financial Group cut their price target on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $363.38.

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $277.30 on Friday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The stock has a 50 day moving average of $283.03 and a 200-day moving average of $319.77. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $251.70 billion, a P/E ratio of 21.02, a P/E/G ratio of 1.28 and a beta of 0.40.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping analysts’ consensus estimates 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 company’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same period in the previous year, the business posted $6.81 earnings per share. 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 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 3.2%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is currently 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.