Fisher Asset Management LLC Raises Holdings in UnitedHealth Group Incorporated $UNH

Fisher Asset Management LLC raised its position in UnitedHealth Group Incorporated (NYSE:UNH) by 0.7% during the third quarter, HoldingsChannel reports. The firm owned 5,252,449 shares of the healthcare conglomerate’s stock after purchasing an additional 38,977 shares during the period. Fisher Asset Management LLC’s holdings in UnitedHealth Group were worth $1,813,671,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. LFA Lugano Financial Advisors SA purchased a new position in UnitedHealth Group in the 2nd quarter worth approximately $25,000. Sagard Holdings Management Inc. acquired a new stake in shares of UnitedHealth Group during the second quarter worth about $29,000. Islay Capital Management LLC acquired a new position in shares of UnitedHealth Group in the second quarter valued at approximately $31,000. Hurley Capital LLC lifted its holdings in UnitedHealth Group by 81.6% during the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock worth $31,000 after buying an additional 40 shares in the last quarter. Finally, Cloud Capital Management LLC acquired a new position in shares of UnitedHealth Group in the third quarter worth $32,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

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?

Analyst Ratings Changes

Several brokerages have recently issued reports on UNH. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Mizuho decreased their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. Finally, Barclays dropped their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a report on Friday, January 30th. One equities research 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $292.97 on Monday. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The firm has a market capitalization of $265.38 billion, a price-to-earnings ratio of 22.21, a price-to-earnings-growth ratio of 1.35 and a beta of 0.41. The business has a 50 day simple moving average of $311.98 and a 200 day simple moving average of $326.28. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. The company had revenue of $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.UnitedHealth Group’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared 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 dividend on an annualized basis and a dividend yield of 3.0%. UnitedHealth Group’s payout ratio is currently 67.02%.

UnitedHealth Group Company 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.