Generali Investments Management Co LLC Acquires 4,020 Shares of UnitedHealth Group Incorporated $UNH

Generali Investments Management Co LLC lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 49.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,146 shares of the healthcare conglomerate’s stock after buying an additional 4,020 shares during the period. UnitedHealth Group makes up 0.9% of Generali Investments Management Co LLC’s portfolio, making the stock its 20th biggest position. Generali Investments Management Co LLC’s holdings in UnitedHealth Group were worth $4,194,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in UNH. Brighton Jones LLC lifted its holdings in shares of UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after buying an additional 28,231 shares during the period. Revolve Wealth Partners LLC increased its stake in shares of UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH purchased a new position in shares of UnitedHealth Group in the second quarter valued at about $340,000. Flagship Harbor Advisors LLC boosted its stake in UnitedHealth Group by 68.5% in the 2nd quarter. Flagship Harbor Advisors LLC now owns 12,113 shares of the healthcare conglomerate’s stock worth $3,779,000 after purchasing an additional 4,926 shares during the period. Finally, Retirement Systems of Alabama grew its stake in UnitedHealth Group by 17.7% during the second quarter. Retirement Systems of Alabama now owns 360,949 shares of the healthcare conglomerate’s stock valued at $112,605,000 after acquiring an additional 54,228 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 0.9%

Shares of UNH opened at $286.63 on Friday. 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 firm has a market capitalization of $259.64 billion, a price-to-earnings ratio of 21.73, a PEG ratio of 1.31 and a beta of 0.41. The company has a 50-day moving average of $312.67 and a 200 day moving average of $325.17. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results 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. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same quarter in the previous year, the firm posted $6.81 earnings per share. The company’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be given a dividend of $2.21 per share. The ex-dividend date of this dividend is Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.1%. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

Wall Street Analyst Weigh In

UNH has been the subject of a number of recent research reports. TD Cowen raised their target price 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. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Weiss Ratings restated a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. 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. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $372.13.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Board-approved quarterly dividend of $2.21 per share (3.1% yield), ex-dividend March 9 — supports income investors and can stabilize the share base. UnitedHealth Group Board Authorizes Payment of Quarterly Dividend
• Positive Sentiment: Sector rotation into defensive healthcare is benefiting names like UNH as investors trim cyclical tech and staples exposure — a tailwind for shares. Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.
• Positive Sentiment: Analysts argue UNH’s scale and diversified model give it more upside vs. peers (e.g., Humana) as managed-care margins are tested — a relative-strength story that can attract money into UNH. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Neutral Sentiment: Coverage pieces note UNH is slightly lower since the last earnings report and are parsing forward EPS/assumptions — watch revisions rather than headlines for near-term impact. UnitedHealth (UNH) Down 3.3% Since Last Earnings Report: Can It Rebound?
• Neutral Sentiment: Commentary that UNH has underperformed the Dow over the past year is drawing cautious analyst views — signals attention but no immediate directional catalyst. Is UnitedHealth Stock Underperforming the Dow?
• Negative Sentiment: Aristotle Growth Equity Fund disclosed it exited UNH citing lowered guidance — a vote of concern from an institutional holder and potential selling pressure. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Major selloff context: UNH plunged ~23% in under a month after weak FY guidance plus a proposed near-flat 2027 reimbursement update — a regulatory shock that materially increases earnings uncertainty. Is The Bottom In For UNH Stock After Its Dramatic 23% Slide?
• Negative Sentiment: UnitedHealthcare’s core margins have been squeezed by surging medical costs; management is flagging repricing and utilization levers for 2026 but execution risk remains. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?

UnitedHealth Group Company 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.