UnitedHealth Group Incorporated $UNH Shares Sold by Stratos Investment Management LLC

Stratos Investment Management LLC lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 80.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,562 shares of the healthcare conglomerate’s stock after selling 10,501 shares during the quarter. Stratos Investment Management LLC’s holdings in UnitedHealth Group were worth $885,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in shares of UnitedHealth Group during the 2nd quarter worth $3,837,207,000. Berkshire Hathaway Inc purchased a new stake in UnitedHealth Group during the 2nd quarter worth about $1,572,193,000. Dodge & Cox boosted its position in shares of UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after acquiring an additional 4,730,192 shares in the last quarter. Lone Pine Capital LLC acquired a new stake in UnitedHealth Group during the 2nd quarter worth $528,273,000. Finally, Amundi grew its holdings in shares of UnitedHealth Group by 33.8% during the second 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 last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on UNH shares. Evercore raised UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. 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. Morgan Stanley cut their price target on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a report on Friday, January 23rd. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $278.75 on Thursday. 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 Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The company has a market capitalization of $252.51 billion, a P/E ratio of 21.13, a price-to-earnings-growth ratio of 1.26 and a beta of 0.41. The firm has a 50-day moving average price of $322.64 and a two-hundred day moving average price of $323.07.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter in the prior year, the firm earned $6.81 EPS. UnitedHealth Group’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. As a group, research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group News Summary

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.