Mmbg Investment Advisors CO. Acquires 3,145 Shares of UnitedHealth Group Incorporated $UNH

Mmbg Investment Advisors CO. grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 20.8% in the 3rd quarter, HoldingsChannel reports. The firm owned 18,243 shares of the healthcare conglomerate’s stock after acquiring an additional 3,145 shares during the quarter. Mmbg Investment Advisors CO.’s holdings in UnitedHealth Group were worth $6,299,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. LFA Lugano Financial Advisors SA bought a new stake in shares of UnitedHealth Group in the 2nd quarter worth approximately $25,000. Sagard Holdings Management Inc. bought a new position in shares of UnitedHealth Group during the 2nd quarter worth $29,000. Islay Capital Management LLC bought a new stake in UnitedHealth Group in the 2nd quarter valued at about $31,000. Cloud Capital Management LLC bought a new position in UnitedHealth Group during the third quarter worth about $32,000. Finally, Grey Fox Wealth Advisors LLC purchased a new stake in shares of UnitedHealth Group during the 3rd quarter valued at approximately $33,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Up 3.2%

UNH opened at $293.33 on Monday. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. The stock has a market cap of $265.71 billion, a PE ratio of 22.24, a P/E/G ratio of 1.35 and a beta of 0.41. The business’s fifty day simple moving average is $320.91 and its 200 day simple moving average is $323.71. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. The company had revenue of $113.22 billion during the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.UnitedHealth Group’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $6.81 EPS. 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: 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?

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on UNH shares. TD Cowen increased their target price on UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a research report on Thursday, October 30th. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Royal Bank Of Canada reduced their price objective on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Oppenheimer reduced their price target on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Finally, Barclays reduced their target price on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $372.13.

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.