First Eagle Investment Management LLC Has $13.57 Million Stock Position in UnitedHealth Group Incorporated $UNH

First Eagle Investment Management LLC grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 9.5% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 39,287 shares of the healthcare conglomerate’s stock after buying an additional 3,394 shares during the period. First Eagle Investment Management LLC’s holdings in UnitedHealth Group were worth $13,566,000 as of its most recent filing with the SEC.

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

Key UnitedHealth Group News

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

• Positive Sentiment: Seeking Alpha upgraded UNH to a “Buy,” arguing current pessimism is overdone and highlighting scale, AI-driven cost efficiencies, dividend yield and long-term growth from an aging population. Article Title
• Positive Sentiment: UnitedHealthcare Vision is partnering with Hadley to expand emotional support resources for people with vision loss — a reputational/consumer-care positive that can support the brand but is unlikely to move near-term financials. Article Title
• Neutral Sentiment: Analyst coverage remains mixed but not uniformly negative: some outlets report a consensus “Moderate Buy” and investor letters noting the company’s growth potential amid AI tailwinds, showing continued institutional confidence despite nearer-term issues. Article Title
• Negative Sentiment: Leadership turnover at Optum — including the departure of longtime executive Heather Cianfrocco — and a reported reshuffle heighten execution risk as the company tightens pay raises, trims clinics and conducts layoffs to control costs. Investors see this as evidence of near-term margin pressure. Article Title
• Negative Sentiment: Scott+Scott and other plaintiff-law firms have opened investigations/alerts into UNH’s directors and officers for alleged breaches of fiduciary duties, adding potential legal liabilities and headline risk that can pressure the stock. Article Title
• Negative Sentiment: Sector and company reporting point to rising costs and margin pressure (including warnings that the stock may not rally until certain cost metrics improve), which helps explain recent selloffs. Article Title
• Negative Sentiment: Analyst models and fair-value estimates have been trimmed and coverage is increasingly mixed, reflecting uncertainty around execution and Medicare Advantage dynamics; that recalibration reduces near-term upside in price targets. Article Title
• Negative Sentiment: Zacks and other market pieces attribute the stock’s underperformance versus the broader market to the combination of the above operational, cost and legal headlines. Article Title

Wall Street Analysts Forecast Growth

UNH has been the subject of a number of analyst reports. JPMorgan Chase & Co. reduced their price objective on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Oppenheimer decreased their price target on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Finally, UBS Group dropped their price target on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group Stock Down 2.0%

UNH opened at $288.93 on Wednesday. The company’s 50-day moving average price is $310.65 and its two-hundred day moving average price is $326.33. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The stock has a market cap of $261.72 billion, a price-to-earnings ratio of 21.91, a PEG ratio of 1.36 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping analysts’ consensus estimates 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 $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter in the previous year, the firm posted $6.81 EPS. UnitedHealth Group’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date is Monday, March 9th. 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.