Vision Financial Markets LLC Increases Stock Holdings in UnitedHealth Group Incorporated $UNH

Vision Financial Markets LLC lifted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 214.0% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 17,900 shares of the healthcare conglomerate’s stock after acquiring an additional 12,200 shares during the period. UnitedHealth Group makes up about 5.3% of Vision Financial Markets LLC’s investment portfolio, making the stock its 5th largest position. Vision Financial Markets LLC’s holdings in UnitedHealth Group were worth $6,181,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the company. Guerra Advisors Inc bought a new position in UnitedHealth Group in the 3rd quarter valued at about $1,059,000. Berkshire Hathaway Inc bought a new position in shares of UnitedHealth Group during the second quarter worth approximately $1,572,193,000. Murphy Pohlad Asset Management LLC grew its holdings in UnitedHealth Group by 21.8% in the 2nd quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock valued at $1,380,000 after buying an additional 791 shares in the last quarter. Carnegie Investment Counsel lifted its holdings in shares of UnitedHealth Group by 2.2% during the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after buying an additional 2,316 shares in the last quarter. Finally, EverSource Wealth Advisors LLC grew its stake in shares of UnitedHealth Group by 48.9% in the second quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock valued at $1,806,000 after acquiring an additional 1,901 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Trading Down 1.0%

UNH opened at $273.00 on Wednesday. The company’s 50 day moving average is $323.87 and its 200-day moving average is $323.38. The company has a market cap of $247.29 billion, a P/E ratio of 20.70, a PEG ratio of 1.27 and a beta of 0.41. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. 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 (NYSE:UNH) last issued its earnings results 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. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. During the same quarter last year, the business posted $6.81 earnings per share. The company’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. Equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on UNH. Oppenheimer lowered their target price on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Evercore raised UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. JPMorgan Chase & Co. cut their price objective on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research report on Monday, February 2nd. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of UnitedHealth Group in a research report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $372.13.

Key UnitedHealth Group News

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

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.