Palumbo Wealth Management LLC Acquires Shares of 4,303 UnitedHealth Group Incorporated $UNH

Palumbo Wealth Management LLC bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 4,303 shares of the healthcare conglomerate’s stock, valued at approximately $1,389,000.

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

More UnitedHealth Group News

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: Industry report highlights growth opportunities for healthcare finance solutions and names UnitedHealth/Optum among leaders, supporting long‑term TAM expansion in digital financing, AI automation and outpatient care — a potential positive for Optum’s growth profile and valuation. Healthcare Finance Solutions Industry Report 2026-2035
• Neutral Sentiment: Valuation analysis notes prolonged share‑price weakness across multiple timeframes while emphasizing UnitedHealth’s scale (roughly $447.6B revenue, ~$12.1B net income cited) — useful context for value investors but not an immediate catalyst. A Look At UnitedHealth Group’s Valuation After Prolonged Share Price Weakness
• Negative Sentiment: Analysts have lowered expectations after management’s weak guidance following the January results; coverage notes roughly a double‑digit YTD pullback and lowered forecasts, which is pressuring the stock near current levels. This is the primary near‑term negative driver for UNH. Analysts Lower Expectations for UnitedHealth (UNH) Following Weak Guidance Analysts Lower Expectations (InsiderMonkey)
• Negative Sentiment: Market note: coverage highlighting that UNH “dips more than the broader market” and recent daily declines amplify short‑term selling pressure as investors digest guidance and lower analyst estimates. UnitedHealth Group (UNH) Dips More Than Broader Market

UnitedHealth Group Stock Down 2.7%

UNH stock opened at $282.23 on Tuesday. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The stock has a market capitalization of $255.65 billion, a P/E ratio of 21.40, a P/E/G ratio of 1.33 and a beta of 0.41. The business has a fifty day moving average price of $315.66 and a 200-day moving average price of $325.57.

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

Analyst Upgrades and Downgrades

UNH has been the topic of several research reports. Oppenheimer dropped their price target on 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 reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Jefferies Financial Group dropped their price objective on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Truist Financial lowered 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. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average 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.