Journey Strategic Wealth LLC Has $1.95 Million Holdings in UnitedHealth Group Incorporated $UNH

Journey Strategic Wealth LLC lessened its position in UnitedHealth Group Incorporated (NYSE:UNH) by 26.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,636 shares of the healthcare conglomerate’s stock after selling 2,005 shares during the quarter. Journey Strategic Wealth LLC’s holdings in UnitedHealth Group were worth $1,946,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of the stock. Brighton Jones LLC raised its position in UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after purchasing an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after buying an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH acquired a new position in UnitedHealth Group during the second quarter worth about $340,000. IFG Advisory LLC boosted its stake in shares of UnitedHealth Group by 27.1% in the 2nd quarter. IFG Advisory LLC now owns 5,446 shares of the healthcare conglomerate’s stock valued at $1,699,000 after purchasing an additional 1,160 shares in the last quarter. Finally, Lifeworks Advisors LLC increased its position in UnitedHealth Group by 4.5% during the 2nd quarter. Lifeworks Advisors LLC now owns 1,543 shares of the healthcare conglomerate’s stock worth $481,000 after purchasing an additional 67 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts have recently issued reports on UNH shares. Royal Bank Of Canada lowered their price target on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Morgan Stanley dropped their target price on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research report on Friday, January 23rd. Leerink Partners reduced their price target on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Jefferies Financial Group cut their target price on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Finally, Wells Fargo & Company decreased their price target on shares of UnitedHealth Group from $400.00 to $370.00 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 issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Board affirms quarterly cash dividend of $2.21/share (record March 9, payable March 17), which supports income investors and signals steady capital return policy. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Positive Sentiment: Market reaction: reports show UNH trading materially higher after the dividend announcement, indicating short-term buying interest tied to the payout confirmation. UnitedHealth Group (NYSE:UNH) Trading 3.7% Higher Following Dividend Announcement
• Positive Sentiment: Relative strength vs. peers: analysts argue UNH’s scale and diversified model give it better upside versus Humana as managed-care margins are tested, supporting a longer-term constructive view. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Neutral Sentiment: Sector flows: some strategists recommend rotating into defensive names and healthcare, which could provide tailwinds for UNH even as the macro outlook weakens. Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.
• Negative Sentiment: Guidance and margin pressure: coverage highlights weaker 2026 revenue guidance and rising medical costs (especially Medicare-related), which compress margins and are a key reason for investor caution. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Negative Sentiment: Institutional selling: Aristotle Growth Equity Fund exited its UNH position citing lowered guidance — a signal some funds are trimming exposure ahead of margin headwinds. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Recent price weakness and re-rating: commentary notes a sizable multi-month share-price decline and that UNH is down since the last earnings report, underscoring investor concerns about near-term earnings and margin recovery. Is It Time To Reassess UnitedHealth Group (UNH) After A 37% Share Price Slide?

UnitedHealth Group Stock Performance

UNH stock opened at $292.97 on Monday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. The stock has a 50-day moving average price of $311.98 and a 200-day moving average price of $326.28. The firm has a market cap of $265.38 billion, a PE ratio of 22.21, a price-to-earnings-growth ratio of 1.35 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. The business had revenue of $113.73 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%.The firm’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same period in the previous year, the company posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be issued a dividend of $2.21 per share. The ex-dividend date is Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 3.0%. UnitedHealth Group’s dividend payout ratio is currently 67.02%.

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.