State of New Jersey Common Pension Fund D Purchases 8,365 Shares of UnitedHealth Group Incorporated $UNH

State of New Jersey Common Pension Fund D grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 2.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 317,527 shares of the healthcare conglomerate’s stock after buying an additional 8,365 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in UnitedHealth Group were worth $109,642,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the business. Guerra Advisors Inc purchased a new stake in UnitedHealth Group in the 3rd quarter valued at about $1,059,000. Berkshire Hathaway Inc bought a new stake in UnitedHealth Group during the 2nd quarter valued at $1,572,193,000. Murphy Pohlad Asset Management LLC grew its position in shares of UnitedHealth Group by 21.8% during the 2nd quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock worth $1,380,000 after buying an additional 791 shares in the last quarter. Carnegie Investment Counsel lifted its stake in UnitedHealth Group by 2.2% in the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after acquiring an additional 2,316 shares during the period. Finally, EverSource Wealth Advisors LLC increased its position in UnitedHealth Group by 48.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock valued at $1,806,000 after purchasing an additional 1,901 shares during the period. Institutional investors 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: Positive analyst revisions and forecasts — Zacks lifted several near‑term EPS estimates (notably Q1 2026) and issued a more constructive earnings outlook for FY2026/2027, supporting the view that earnings could rebound despite recent volatility. Zacks Research Issues Positive Forecast for UNH Earnings
• Positive Sentiment: Business strength from Optum expansion — coverage highlights that Optum continues to expand its services and platform, which supports UnitedHealth’s long‑term growth thesis and helps explain why some investors are buying the dip. UnitedHealth Group Incorporated (UNH) Strengthens Healthcare Platform Through Optum Expansion
• Neutral Sentiment: Mizuho trims price target but keeps Outperform — the firm cut its UNH target to $350 (from $430) after Q4 results but retained an Outperform rating, a mixed signal that reduces upside expectations but leaves institutional conviction intact. Mizuho Lowers UnitedHealth Group Incorporated (UNH) Target to $350, Maintains Outperform Rating
• Negative Sentiment: Ongoing policy and cost worries — coverage warns that a flat Medicare Advantage rate outlook and elevated medical inflation could compress margins and limit premium increases, a key reason for recent selling pressure. Flat Medicare Advantage Outlook And Revenue Drop Might Change The Case For Investing In UNH
• Negative Sentiment: Fundamental caution from independent analysis — a Seeking Alpha piece re‑examines risks (medical cost inflation, government funding constraints, delayed Optum margin recovery) and argues the current valuation may already price in higher volatility. UnitedHealth: 3 Reasons Not To Buy (Revisited)
• Negative Sentiment: Market commentary questioning further downside — analysts and writers note the recent ~18% pullback over several weeks and debate whether weakness is temporary or signals deeper issues, keeping sentiment fragile. Is There More Downside To UNH Stock?

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Mizuho cut their price objective on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Leerink Partners lowered their price objective on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Finally, Oppenheimer decreased their price target on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Stock Performance

UNH opened at $293.33 on Friday. The firm has a 50 day moving average of $320.91 and a two-hundred day moving average of $323.31. The firm has a market capitalization of $265.71 billion, a PE ratio of 22.24, a P/E/G ratio of 1.35 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. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its earnings results 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. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.22 billion during the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter last year, the company posted $6.81 earnings per share. The firm’s revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

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.