Novare Capital Management LLC Raises Stock Position in UnitedHealth Group Incorporated $UNH

Novare Capital Management LLC boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.6% during the 3rd quarter, Holdings Channel.com reports. The firm owned 56,511 shares of the healthcare conglomerate’s stock after purchasing an additional 3,004 shares during the quarter. UnitedHealth Group comprises approximately 1.5% of Novare Capital Management LLC’s holdings, making the stock its 15th biggest position. Novare Capital Management LLC’s holdings in UnitedHealth Group were worth $19,513,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of UNH. Brighton Jones LLC lifted its stake in shares of 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 purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC raised its position 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 acquiring an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $340,000. Venture Visionary Partners LLC raised its holdings in UnitedHealth Group by 19.4% in the 2nd quarter. Venture Visionary Partners LLC now owns 18,296 shares of the healthcare conglomerate’s stock worth $5,708,000 after purchasing an additional 2,967 shares during the period. Finally, Claris Advisors LLC MO grew its holdings in UnitedHealth Group by 4.1% in the second quarter. Claris Advisors LLC MO now owns 1,687 shares of the healthcare conglomerate’s stock valued at $526,000 after purchasing an additional 67 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group News Summary

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

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $282.32 on Wednesday. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. The stock has a market cap of $255.74 billion, a P/E ratio of 14.74, a PEG ratio of 2.12 and a beta of 0.42. The company has a 50-day moving average price of $332.08 and a 200 day moving average price of $323.81. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month 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 4.04% and a return on equity of 19.23%. The business had revenue of $113.22 billion during the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter in the prior year, the company posted $6.81 EPS. The business’s revenue for the quarter was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

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 dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 46.14%.

Wall Street Analyst Weigh In

UNH has been the topic of a number of research analyst reports. KeyCorp lifted their price target on shares of UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, October 8th. Zacks Research raised shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Jefferies Financial Group lifted their price objective on UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a report on Friday, October 17th. Royal Bank Of Canada raised their target price on UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a research report on Wednesday, October 29th. Finally, Barclays increased their price objective on UnitedHealth Group from $386.00 to $391.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and an average 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.