Stratos Investment Management LLC Lowers Position in UnitedHealth Group Incorporated $UNH

Stratos Investment Management LLC lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 80.4% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,562 shares of the healthcare conglomerate’s stock after selling 10,501 shares during the quarter. Stratos Investment Management LLC’s holdings in UnitedHealth Group were worth $885,000 at the end of the most recent quarter.

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

UnitedHealth Group News Summary

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

UnitedHealth Group Trading Up 2.0%

NYSE:UNH opened at $278.75 on Thursday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The firm has a market capitalization of $252.51 billion, a P/E ratio of 21.13, a P/E/G ratio of 1.26 and a beta of 0.41. 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 business has a 50 day simple moving average of $322.64 and a 200 day simple moving average of $323.07.

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

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Deutsche Bank Aktiengesellschaft downgraded shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target on the stock. in a research note on Wednesday, October 29th. Barclays cut their target price on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. TD Cowen upped their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Finally, Royal Bank Of Canada lowered their price objective on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average 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.