UnitedHealth Group Incorporated $UNH Shares Sold by GF Fund Management CO. LTD.

GF Fund Management CO. LTD. lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 64.7% in the 3rd quarter, HoldingsChannel reports. The firm owned 37,211 shares of the healthcare conglomerate’s stock after selling 68,309 shares during the quarter. GF Fund Management CO. LTD.’s holdings in UnitedHealth Group were worth $12,849,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. LFA Lugano Financial Advisors SA acquired a new stake in shares of UnitedHealth Group during the 2nd quarter worth approximately $25,000. Sagard Holdings Management Inc. purchased a new stake in shares of UnitedHealth Group during the 2nd quarter worth about $29,000. Islay Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $31,000. Cloud Capital Management LLC purchased a new position in UnitedHealth Group during the third quarter worth approximately $32,000. Finally, Grey Fox Wealth Advisors LLC acquired a new position in shares of UnitedHealth Group during the 3rd quarter worth approximately $33,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts recently commented on the company. Deutsche Bank Aktiengesellschaft cut UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target for the company. in a research report on Wednesday, October 29th. Oppenheimer reduced their target price on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. 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 report on Wednesday, January 28th. Mizuho dropped their price target on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. Finally, Royal Bank Of Canada dropped their target price 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 investment 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 stock presently has an average rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $293.33 on Friday. The firm has a market cap of $265.71 billion, a PE ratio of 22.24, a price-to-earnings-growth ratio of 1.35 and a beta of 0.41. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The business’s fifty day simple moving average is $320.91 and its 200-day simple moving average is $323.31. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share 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 company had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter last year, the firm posted $6.81 earnings per share. UnitedHealth Group’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. Equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

Trending Headlines about UnitedHealth Group

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?

UnitedHealth Group 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.