Kovitz Investment Group Partners LLC Cuts Stock Position in UnitedHealth Group Incorporated $UNH

Kovitz Investment Group Partners LLC trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 14.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 166,206 shares of the healthcare conglomerate’s stock after selling 29,133 shares during the period. Kovitz Investment Group Partners LLC’s holdings in UnitedHealth Group were worth $57,391,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in UNH. LFA Lugano Financial Advisors SA bought a new position in shares of UnitedHealth Group during the 2nd quarter valued at approximately $25,000. Sagard Holdings Management Inc. bought a new position in UnitedHealth Group during the second quarter valued at $29,000. Cloud Capital Management LLC bought a new stake in shares of UnitedHealth Group in the third quarter valued at $32,000. Grey Fox Wealth Advisors LLC bought a new position in shares of UnitedHealth Group during the 3rd quarter worth $33,000. Finally, Islay Capital Management LLC bought a new stake in UnitedHealth Group in the 2nd quarter valued at about $31,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $290.11 on Friday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. 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 $262.79 billion, a P/E ratio of 21.99, a PEG ratio of 1.33 and a beta of 0.41. The business’s 50-day moving average price is $316.85 and its two-hundred day moving average price is $324.74.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same period in the prior year, the business earned $6.81 earnings per share. UnitedHealth Group’s revenue for the quarter was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

Analysts Set New Price Targets

Several analysts have recently issued reports on UNH shares. Oppenheimer lowered their price target on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Truist Financial reduced their price target on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Royal Bank Of Canada cut their target price on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Finally, TD Cowen upped their price target on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research report on Thursday, October 30th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Profile

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.