North Star Asset Management Inc. Has $10.52 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

North Star Asset Management Inc. increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 8.0% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 30,465 shares of the healthcare conglomerate’s stock after purchasing an additional 2,254 shares during the period. North Star Asset Management Inc.’s holdings in UnitedHealth Group were worth $10,520,000 at the end of the most recent reporting period.

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

UnitedHealth Group Stock Down 3.0%

UNH stock opened at $273.92 on Wednesday. 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’s 50 day simple moving average is $314.46 and its 200 day simple moving average is $325.73. The company has a market cap of $248.12 billion, a P/E ratio of 20.77, a price-to-earnings-growth ratio of 1.30 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last issued 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. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The company had revenue of $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. During the same period in the prior year, the firm earned $6.81 earnings per share. 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. On average, research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealthcare remains a very large revenue engine — the unit’s revenues rose ~15.7% in 2025 (to roughly $345B), underlining scale and membership momentum that support long-term cash flow potential. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?
• Positive Sentiment: Longer-term market opportunity in healthcare finance solutions (digital payments, analytics, outpatient financing) could benefit Optum/UNH businesses and provide additional growth avenues beyond core insurance. Healthcare Finance Solutions Industry Report 2026-2035
• Neutral Sentiment: Analysts note UNH has underperformed the Dow over the past year but remain cautiously optimistic — implying that some investors view current weakness as a buying opportunity if cost trends normalize. Is UnitedHealth Stock Underperforming the Dow?
• Negative Sentiment: Profitability has deteriorated: adjusted operating earnings at UnitedHealthcare fell sharply (~41% decline reported), driven by elevated medical costs and lower Medicare funding — a primary reason investors are cutting multiples. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?
• Negative Sentiment: Company guidance and subsequent analyst reactions: weak guidance following Q4 results prompted analysts to lower estimates and revise outlooks, increasing downside risk to near-term EPS expectations. Analysts Lower Expectations for UnitedHealth (UNH) Following Weak Guidance
• Negative Sentiment: Share-price and valuation pressure: recent coverage highlights prolonged share weakness and valuation re-rating vs historical levels, which may keep sentiment negative until margin trends show clear improvement. A Look At UnitedHealth Group’s Valuation After Prolonged Share Price Weakness

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the stock. Evercore upgraded shares of UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Jefferies Financial Group decreased their price objective on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Morgan Stanley reduced their price target 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. Deutsche Bank Aktiengesellschaft cut UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price on the stock. in a report on Wednesday, October 29th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock 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.