J. Safra Sarasin Holding AG Has $5.30 Million Stock Position in UnitedHealth Group Incorporated $UNH

J. Safra Sarasin Holding AG grew its position in UnitedHealth Group Incorporated (NYSE:UNH) by 13.3% during the third quarter, HoldingsChannel reports. The firm owned 15,356 shares of the healthcare conglomerate’s stock after buying an additional 1,798 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in UnitedHealth Group were worth $5,302,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently bought and sold shares of UNH. Brighton Jones LLC increased its holdings in UnitedHealth Group by 176.2% in 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 raised its position in 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 acquired a new stake in UnitedHealth Group during the second quarter valued at approximately $340,000. Venture Visionary Partners LLC lifted its position in shares of UnitedHealth Group by 19.4% during the 2nd quarter. Venture Visionary Partners LLC now owns 18,296 shares of the healthcare conglomerate’s stock worth $5,708,000 after buying an additional 2,967 shares during the period. Finally, Claris Advisors LLC MO raised its stake in UnitedHealth Group by 4.1% during the second quarter. Claris Advisors LLC MO now owns 1,687 shares of the healthcare conglomerate’s stock worth $526,000 after acquiring an additional 67 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Down 19.7%

UnitedHealth Group stock opened at $282.32 on Wednesday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. The firm has a market capitalization of $255.74 billion, a price-to-earnings ratio of 14.74, a PEG ratio of 2.12 and a beta of 0.42. The company’s 50 day simple moving average is $332.08 and its 200 day simple moving average is $323.81.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The company had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same period last year, the firm posted $6.81 earnings per share. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is 46.14%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Q4 EPS modestly beat and Optum Rx showed strength — the company reported $2.11 EPS, a slight beat, and management pointed to segment-level performance (Optum Rx) that supported earnings. Zacks: UnitedHealth Q4 Earnings Beat on Strong Optum Rx
• Positive Sentiment: Profit guidance roughly in line / cost-control progress — management forecast adjusted 2026 profit slightly above estimates and emphasized ongoing cost controls as part of its turnaround. Reuters: UnitedHealth forecasts 2026 profit slightly above estimates
• Neutral Sentiment: Management provided full earnings release and call transcript — useful for assessing assumptions behind guidance and cost initiatives before making a position change. Seeking Alpha: Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue miss and weak 2026 revenue outlook — Q4 revenue ($113.2B) missed estimates and the company guided to ~$439B for 2026 (implying a year‑over‑year decline), a key reason investors sold shares. MSN: UnitedHealth forecasts first revenue drop in nearly four decades
• Negative Sentiment: Medicare-rate proposal shocked insurers — a proposed Trump administration/CMS update that would keep Medicare Advantage payments nearly flat materially worsened the revenue outlook for insurers and amplified the selloff. CNBC: Health insurers tumble after Trump proposes keeping Medicare rates flat
• Negative Sentiment: Large restructuring charge hit near-term results — UnitedHealth took a ~$1.6B charge tied to restructuring as it “right-sizes” Optum and other operations, pressuring Q4 profit and near-term visibility. Forbes: UnitedHealth Takes $1.6 Billion Hit
• Negative Sentiment: Market reaction, downgrades and systemic drag — analysts cut ratings/targets and UNH’s drop pulled down the Dow and health-care ETFs, increasing forced selling and volatility risk. Investopedia: What’s Driving the Huge Decline
• Negative Sentiment: Regulatory/political scrutiny and insider trading questions — reports that lawmakers sold UNH stock ahead of the crash have drawn attention and could add reputational and legal noise. Finbold: Politicians Sold UNH Stock Before Crash

Analysts Set New Price Targets

UNH has been the subject of a number of recent analyst reports. Evercore ISI upgraded shares of UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Weiss Ratings reissued a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. Wells Fargo & Company boosted their price objective on UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 7th. Zacks Research raised shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Finally, Jefferies Financial Group increased their price objective on UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a research report on Friday, October 17th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus target price of $386.33.

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.