Phoenix Financial Ltd. Raises Position in UnitedHealth Group Incorporated $UNH

Phoenix Financial Ltd. increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 111.5% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 41,986 shares of the healthcare conglomerate’s stock after acquiring an additional 22,137 shares during the quarter. Phoenix Financial Ltd.’s holdings in UnitedHealth Group were worth $14,282,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in UNH. CCG Wealth Management LLC bought a new position in shares of UnitedHealth Group during the third quarter valued at about $254,000. Clarendon Private LLC boosted its stake in shares of UnitedHealth Group by 45.8% in the 3rd quarter. Clarendon Private LLC now owns 3,501 shares of the healthcare conglomerate’s stock worth $1,209,000 after buying an additional 1,099 shares during the last quarter. Bensler LLC increased its position in shares of UnitedHealth Group by 8.5% during the third quarter. Bensler LLC now owns 18,235 shares of the healthcare conglomerate’s stock valued at $6,296,000 after acquiring an additional 1,422 shares during the last quarter. KPP Advisory Services LLC boosted its position in UnitedHealth Group by 7.1% in the third quarter. KPP Advisory Services LLC now owns 5,674 shares of the healthcare conglomerate’s stock worth $1,959,000 after purchasing an additional 374 shares during the last quarter. Finally, Evergreen Wealth Management LLC grew its stake in UnitedHealth Group by 79.9% in the 3rd quarter. Evergreen Wealth Management LLC now owns 5,736 shares of the healthcare conglomerate’s stock valued at $1,981,000 after purchasing an additional 2,548 shares during the period. Institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of research analyst reports. Barclays raised their price objective on shares of UnitedHealth Group from $386.00 to $391.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. The Goldman Sachs Group started coverage on shares of UnitedHealth Group in a report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price target on the stock. Bank of America raised their target price on UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. JPMorgan Chase & Co. increased their price target on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research note on Thursday, October 9th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $386.33.

UnitedHealth Group Stock Down 1.1%

Shares of NYSE UNH opened at $352.32 on Tuesday. The business has a 50-day simple moving average of $332.71 and a two-hundred day simple moving average of $323.96. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The company has a market cap of $319.15 billion, a P/E ratio of 18.39, a P/E/G ratio of 2.15 and a beta of 0.42. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, beating analysts’ consensus estimates of $2.87 by $0.05. The company had revenue of $113.16 billion during the quarter, compared to analyst estimates of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. UnitedHealth Group’s revenue was up 12.2% compared to the same quarter last year. During the same period last year, the business earned $7.15 earnings per share. Research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is 46.14%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth forecast 2026 adjusted profit slightly above analysts’ estimates, signaling that initial cost-control measures may be working. Read More.
• Positive Sentiment: Analysts note UnitedHealth’s decision to rebate ACA profits and other moves as strategically positive for reputation and competitive positioning. Read More.
• Neutral Sentiment: UnitedHealth posted a modest Q4 earnings beat and 12% consolidated revenue growth for 2025, showing operational resilience even as margins are pressured. Read More.
• Neutral Sentiment: The company reiterated its turnaround progress in its press release while providing updated full-year outlook metrics. Read More.
• Negative Sentiment: UnitedHealth took a $1.6 billion restructuring charge that pushed Q4 profit down to about $10 million — a large one-time hit that clouds near-term earnings. Read More.
• Negative Sentiment: The company issued weaker 2026 revenue guidance (around $439B vs. street ~$456.6B), signaling expected revenue decline and slower top-line growth next year — the main driver of today’s negative reaction. Read More.
• Negative Sentiment: Regulatory/policy headwinds: the Trump administration proposed nearly flat Medicare Advantage rates for 2026, removing a key tailwind for UnitedHealthcare and prompting sector-wide selling. Read More.
• Negative Sentiment: Market reaction and trading scrutiny: shares plunged on the news and a recent trade filing by a congressman has drawn attention, adding short-term negative sentiment and volatility risk. Read More.

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.