Skylands Capital LLC Has $4.98 Million Position in UnitedHealth Group Incorporated $UNH

Skylands Capital LLC boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 87.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,430 shares of the healthcare conglomerate’s stock after buying an additional 6,715 shares during the period. Skylands Capital LLC’s holdings in UnitedHealth Group were worth $4,983,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also made changes to their positions in UNH. North Capital Inc. lifted its position in UnitedHealth Group by 16.2% in the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after buying an additional 27 shares in the last quarter. Sunflower Bank N.A. boosted its position in UnitedHealth Group by 1.5% during the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after purchasing an additional 28 shares during the last quarter. Axis Wealth Partners LLC increased its position in UnitedHealth Group by 1.7% in the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock worth $563,000 after purchasing an additional 28 shares during the last quarter. Abound Wealth Management lifted its holdings in shares of UnitedHealth Group by 13.5% during the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock valued at $84,000 after buying an additional 29 shares during the last quarter. Finally, Auxano Advisors LLC increased its holdings in UnitedHealth Group by 3.4% in the third quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock worth $333,000 after buying an additional 32 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Down 1.0%

Shares of NYSE UNH opened at $273.00 on Wednesday. The firm has a market capitalization of $247.29 billion, a P/E ratio of 20.70, a P/E/G ratio of 1.27 and a beta of 0.41. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The company’s 50 day simple moving average is $323.87 and its 200 day simple moving average is $323.38. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 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 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 was up 12.3% compared to the same quarter last year. During the same quarter last year, the business posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, 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: Zacks raised several near-term quarterly EPS estimates (notably Q1 2027 to $6.70 and Q2 2026 to $4.74), signaling pockets of analyst confidence in short-term profitability. Zacks Research estimate updates
• Neutral Sentiment: Zacks published a set of mixed revisions across 2026–2028 (including FY2028 at $22.68 vs. a current consensus nearer $29.54), indicating analyst disagreement on medium‑term trajectory rather than a uniform downgrade. Zacks Research estimate updates
• Neutral Sentiment: General news-roundup pieces and analyst commentary (including Yahoo Finance summaries) are circulating; these synthesize the same themes below but add market reaction context. Here’s What Happened to UnitedHealth Group (UNH)
• Negative Sentiment: Seeking Alpha reports UnitedHealth cut 2026 revenue guidance to $439B from $448B — the first annual decline in decades — which undercuts top‑line confidence and contributed to the selloff, despite continued strong cash flow metrics. UnitedHealth: After The Collapse
• Negative Sentiment: Market commentary and social media summaries (QuiverQuant) point to an earnings reaction where revenue missed expectations while EPS only slightly beat — investors focused on Medicare Advantage headwinds, lingering cyberattack effects and near‑term margin pressure, triggering a sharp pre‑market drop. UnitedHealth Group Stock (UNH) Opinions on Earnings Miss and Medicare Headwinds
• Negative Sentiment: Zacks lowered several later-quarter estimates (Q3 2026 and Q4 2027 among them), reflecting analyst adjustments to expected cadence of recovery — a near‑term negative signal for expected earnings progression. Zacks Research estimate updates

Analyst Upgrades and Downgrades

Several brokerages have recently commented on UNH. Oppenheimer dropped their price target on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Jefferies Financial Group cut their target price on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UnitedHealth Group in a research report on Wednesday, January 21st. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $372.13.

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.