Poehling Capital Management INC. Buys Shares of 9,013 UnitedHealth Group Incorporated $UNH

Poehling Capital Management INC. purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 9,013 shares of the healthcare conglomerate’s stock, valued at approximately $3,112,000.

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

Wall Street Analyst Weigh In

A number of research firms recently weighed in on UNH. Wells Fargo & Company lowered their price target on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Evercore ISI upgraded UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. TD Cowen increased their price objective on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research note on Thursday, October 30th. Truist Financial reduced their price target on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a report on Monday. Finally, Deutsche Bank Aktiengesellschaft downgraded UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective for the company. in a research report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Stock Performance

Shares of UNH opened at $268.54 on Friday. The company has a market capitalization of $243.26 billion, a price-to-earnings ratio of 20.36, a PEG ratio of 1.27 and a beta of 0.41. 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 1 year low of $234.60 and a 1 year high of $606.36. The company’s 50 day simple moving average is $326.94 and its 200 day simple moving average is $323.01.

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

UnitedHealth Group News Roundup

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

• Positive Sentiment: Analysts maintain a cautious bullish tilt: the street consensus is a “Moderate Buy,” reflecting continued confidence in UNH’s franchise despite recent volatility. UnitedHealth Group Incorporated (NYSE:UNH) Given Consensus Recommendation of “Moderate Buy” by Analysts
• Positive Sentiment: Mizuho lowered its price target (from $430 to $350) but kept an “outperform” stance, signaling the view that substantial upside still exists over time despite the near-term headwinds. Benzinga
• Positive Sentiment: Bullish commentators argue the selloff may be a buying opportunity, pointing to long-term growth, AI-driven cost initiatives, insider buying and the company’s historical ability to recover from setbacks. UnitedHealth: Buy The Dip As Multiple Factors Could Drive Strong Long-Term Returns
• Neutral Sentiment: Online interest in UNH has spiked, increasing trading attention and volatility — useful context for near-term flow-driven moves but not a fundamental change. Investors Heavily Search UnitedHealth Group Incorporated (UNH): Here is What You Need to Know
• Neutral Sentiment: Corporate PR note: UnitedHealth marketing chief Terry Clark was appointed CEO of the PGA of America — a non-material executive move that is unlikely to affect UNH fundamentals. Health care executive Terry Clark is appointed CEO at the PGA of America
• Negative Sentiment: Q4 results: UNH posted a modest EPS beat but revenue and margins disappointed; investors focused on a spike in medical costs and management’s cautious tone, which triggered a sharp selloff. UnitedHealth’s Q4 Beat Can’t Stop the Slide: Should You Let Go Now?
• Negative Sentiment: Regulatory risk intensified after reports of a DOJ probe and follow-up regulatory questions — adds execution and legal uncertainty that can pressure valuation multiples. UnitedHealth Group Faces DOJ Probe And Regulatory Questions For Future Returns
• Negative Sentiment: Broker and media pessimism is piling up: some firms issued more cautious forecasts and coverage highlighting margin risk and a revenue miss — reinforcing sell-side pressure. Truist Financial Issues Pessimistic Forecast for UnitedHealth Group (NYSE:UNH) Stock Price

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.