Krilogy Financial LLC Buys New Stake in UnitedHealth Group Incorporated $UNH

Krilogy Financial LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 8,323 shares of the healthcare conglomerate’s stock, valued at approximately $2,728,000.

Other large investors have also recently made changes to their positions in the company. Madison Asset Management LLC lifted its stake in UnitedHealth Group by 32.1% in the third quarter. Madison Asset Management LLC now owns 33,433 shares of the healthcare conglomerate’s stock valued at $11,544,000 after buying an additional 8,124 shares during the last quarter. Westbourne Investments Inc. purchased a new stake in UnitedHealth Group in the 3rd quarter valued at $3,983,000. Advisors Asset Management Inc. boosted its stake in UnitedHealth Group by 15.6% during the 3rd quarter. Advisors Asset Management Inc. now owns 43,368 shares of the healthcare conglomerate’s stock worth $14,975,000 after purchasing an additional 5,863 shares during the period. Vision Financial Markets LLC raised its holdings in shares of UnitedHealth Group by 214.0% in the third quarter. Vision Financial Markets LLC now owns 17,900 shares of the healthcare conglomerate’s stock valued at $6,181,000 after buying an additional 12,200 shares during the last quarter. Finally, Signet Investment Advisory Group Inc. grew its holdings in shares of UnitedHealth Group by 12.2% during the third quarter. Signet Investment Advisory Group Inc. now owns 8,353 shares of the healthcare conglomerate’s stock worth $2,884,000 after buying an additional 905 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

UNH stock opened at $278.75 on Thursday. The company has a market cap of $252.51 billion, a price-to-earnings ratio of 21.13, a PEG ratio of 1.26 and a beta of 0.41. 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 firm has a 50 day moving average of $322.64 and a 200-day moving average of $323.07. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.22 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%.UnitedHealth Group’s quarterly revenue was up 12.3% on a year-over-year basis. During the same period last year, the business posted $6.81 EPS. 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 EPS for the current fiscal year.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Zacks Research raised multiple near‑term and multi‑year EPS forecasts (notably Q1 2026, Q2 2026, FY2026, FY2027 and FY2028 plus a higher Q3 2027 forecast), signaling analysts expect some earnings recovery versus earlier outlooks.
• Positive Sentiment: Optum expansion is highlighted as strengthening UnitedHealth’s platform and long‑term growth optionality, supporting investor confidence in franchise value. Optum Expansion Article
• Neutral Sentiment: Several brokers kept constructive ratings (many Buy/Outperform) and the median analyst price target sits near $389, providing a floor for longer‑term investor expectations.
• Neutral Sentiment: Mizuho trimmed its price target to $350 but maintained an Outperform rating — a signal that some firms see delayed recovery rather than a structural problem. Mizuho Note
• Negative Sentiment: Coverage and commentary warn of a flat Medicare Advantage outlook and a recent revenue drop, which could pressure near‑term top‑line growth and sentiment. Flat Medicare Advantage Outlook
• Negative Sentiment: Social and analyst reaction to the recent quarterly results highlighted an earnings/revenue miss and Medicare headwinds that triggered a sharp selloff previously; that skepticism remains a near‑term risk. Earnings Reaction & Medicare Headwinds
• Negative Sentiment: Some analysis notes UnitedHealth trimmed 2026 revenue guidance (to roughly $439B from $448B), marking its first annual decline in decades — a material near‑term catalyst for investor caution. Revenue Guidance Cut
• Negative Sentiment: Ongoing investor concerns about returns on capital and margin normalization could limit enthusiasm until clearer signs of margin recovery appear. Returns On Capital Concern

Analysts Set New Price Targets

Several research analysts have weighed in on UNH shares. Deutsche Bank Aktiengesellschaft downgraded UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price on the stock. in a research note on Wednesday, October 29th. UBS Group cut their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Truist Financial reduced their price objective on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research report on Wednesday, January 21st. One 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 issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target 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.