DDD Partners LLC Boosts Stake in UnitedHealth Group Incorporated $UNH

DDD Partners LLC lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 90.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 43,388 shares of the healthcare conglomerate’s stock after acquiring an additional 20,603 shares during the period. DDD Partners LLC’s holdings in UnitedHealth Group were worth $14,982,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Norges Bank purchased a new stake in UnitedHealth Group during the second quarter valued at approximately $3,837,207,000. Berkshire Hathaway Inc acquired a new stake in shares of UnitedHealth Group in the 2nd quarter worth $1,572,193,000. Dodge & Cox increased its position in UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after buying an additional 4,730,192 shares in the last quarter. Lone Pine Capital LLC acquired a new stake in UnitedHealth Group in the second quarter worth about $528,273,000. Finally, Amundi raised its position in shares of UnitedHealth Group by 33.8% in the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after purchasing an additional 1,565,245 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts have issued reports on UNH shares. Leerink Partners decreased their price target on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Truist Financial reduced their price objective on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Morgan Stanley dropped their target price on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research report on Friday, January 23rd. Finally, Deutsche Bank Aktiengesellschaft cut shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective for the company. in a research note on Wednesday, October 29th. One equities research 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 given a Sell rating to the company’s stock. According to data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $372.13.

Key UnitedHealth Group News

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 Stock Up 3.2%

UNH opened at $293.33 on Friday. The company has a fifty day moving average of $320.91 and a two-hundred day moving average of $322.88. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The stock has a market capitalization of $265.71 billion, a price-to-earnings ratio of 22.24, a PEG ratio of 1.31 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.UnitedHealth Group’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

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.