UnitedHealth Group Incorporated $UNH Shares Sold by Hillsdale Investment Management Inc.

Hillsdale Investment Management Inc. lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 98.0% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 267 shares of the healthcare conglomerate’s stock after selling 13,147 shares during the quarter. Hillsdale Investment Management Inc.’s holdings in UnitedHealth Group were worth $92,000 at the end of the most recent quarter.

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

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the stock. JPMorgan Chase & Co. reduced their target price on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. Deutsche Bank Aktiengesellschaft lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price for the company. in a research note on Wednesday, October 29th. Royal Bank Of Canada decreased their price objective on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Oppenheimer decreased their price target on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Finally, Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group Stock Down 3.0%

Shares of UNH opened at $273.92 on Wednesday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. The firm has a market capitalization of $248.12 billion, a P/E ratio of 20.77, a P/E/G ratio of 1.30 and a beta of 0.41. The company has a 50-day simple moving average of $314.46 and a 200-day simple moving average of $325.73.

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 company had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The company’s revenue was up 12.3% compared to the same quarter last year. During the same period in the prior year, the company posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealthcare remains a very large revenue engine — the unit’s revenues rose ~15.7% in 2025 (to roughly $345B), underlining scale and membership momentum that support long-term cash flow potential. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?
• Positive Sentiment: Longer-term market opportunity in healthcare finance solutions (digital payments, analytics, outpatient financing) could benefit Optum/UNH businesses and provide additional growth avenues beyond core insurance. Healthcare Finance Solutions Industry Report 2026-2035
• Neutral Sentiment: Analysts note UNH has underperformed the Dow over the past year but remain cautiously optimistic — implying that some investors view current weakness as a buying opportunity if cost trends normalize. Is UnitedHealth Stock Underperforming the Dow?
• Negative Sentiment: Profitability has deteriorated: adjusted operating earnings at UnitedHealthcare fell sharply (~41% decline reported), driven by elevated medical costs and lower Medicare funding — a primary reason investors are cutting multiples. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?
• Negative Sentiment: Company guidance and subsequent analyst reactions: weak guidance following Q4 results prompted analysts to lower estimates and revise outlooks, increasing downside risk to near-term EPS expectations. Analysts Lower Expectations for UnitedHealth (UNH) Following Weak Guidance
• Negative Sentiment: Share-price and valuation pressure: recent coverage highlights prolonged share weakness and valuation re-rating vs historical levels, which may keep sentiment negative until margin trends show clear improvement. A Look At UnitedHealth Group’s Valuation After Prolonged Share Price Weakness

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.