Great Lakes Advisors LLC Has $74.16 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Great Lakes Advisors LLC lessened its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 38.2% in the third quarter, HoldingsChannel.com reports. The firm owned 214,769 shares of the healthcare conglomerate’s stock after selling 132,866 shares during the quarter. Great Lakes Advisors LLC’s holdings in UnitedHealth Group were worth $74,160,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Fidelis Capital Partners LLC boosted its position in UnitedHealth Group by 11.6% during the third quarter. Fidelis Capital Partners LLC now owns 9,646 shares of the healthcare conglomerate’s stock valued at $3,331,000 after acquiring an additional 1,006 shares during the last quarter. Folger Nolan Fleming Douglas Capital Management Inc. boosted its position in shares of UnitedHealth Group by 6.1% during the 3rd quarter. Folger Nolan Fleming Douglas Capital Management Inc. now owns 30,555 shares of the healthcare conglomerate’s stock valued at $10,551,000 after purchasing an additional 1,757 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC increased its holdings in UnitedHealth Group by 52.2% in the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,198 shares of the healthcare conglomerate’s stock worth $414,000 after purchasing an additional 411 shares in the last quarter. one8zero8 LLC boosted its holdings in shares of UnitedHealth Group by 0.7% during the 3rd quarter. one8zero8 LLC now owns 9,992 shares of the healthcare conglomerate’s stock worth $3,450,000 after buying an additional 65 shares in the last quarter. Finally, JSF Financial LLC bought a new stake in shares of UnitedHealth Group in the 3rd quarter valued at $233,000. Institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the stock. Zacks Research upgraded shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a report on Monday, October 6th. JPMorgan Chase & Co. boosted their target price on UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a research report on Thursday, October 9th. Weiss Ratings reissued a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday. Finally, Wells Fargo & Company upped their price objective on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, October 7th. 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 assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $380.67.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Q4 beat on EPS and margin commentary — UnitedHealth reported Q4 EPS of $2.11, slightly above consensus, and highlighted Optum Rx strength and margin initiatives that management says will support profitability. This gives some near-term earnings credibility despite revenue softness. MarketBeat Q4 coverage
• Positive Sentiment: Capital returns remain a cushion — analysts and commentators note UNH’s dividend and ongoing buybacks (share-count reduction planned) support the equity’s floor and long-term shareholder returns. That underpins buy-the-dip arguments. MarketBeat: Buying opportunity
• Neutral Sentiment: Allegations of timely politician sales are drawing attention — reports show some lawmakers sold UNH shares before the plunge; this is a political/PR risk but not a fundamental earnings driver. Watch regulatory/oversight headlines. Finbold: Politician sales
• Negative Sentiment: Weak 2026 guidance — management guided to roughly $439B in 2026 revenue (down from 2025), signaling a rare revenue contraction tied to “right-sizing” and lower reimbursement expectations; this is the principal reason investors stampeded out. Investopedia: Guidance and drivers
• Negative Sentiment: CMS/Medicare payment proposal (Trump administration) — a much-smaller-than-expected proposed increase to Medicare Advantage payments materially reduces forward reimbursement assumptions for insurers and magnified UNH’s guidance concerns. That policy news triggered the sector sell-off. Benzinga: Medicare rates reaction
• Negative Sentiment: Analysts cut price targets — multiple firms trimmed 12–30% off prior targets (Jefferies, Leerink, Oppenheimer, RBC, UBS), keeping buy/outperform ratings but lowering upside expectations — adds short-term selling pressure. TickerReport / Benzinga aggregation
• Negative Sentiment: Large one-day market cap hit and volatility — UNH lost tens of billions in market value and dragged the Dow lower; that amplifies risk aversion and forces some funds to trim exposure. InsiderMonkey: Market impact

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $294.08 on Thursday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. The stock has a market cap of $266.39 billion, a PE ratio of 15.35, a price-to-earnings-growth ratio of 1.69 and a beta of 0.42. The stock’s fifty day simple moving average is $331.78 and its two-hundred day simple moving average is $323.60.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating analysts’ consensus estimates 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 net margin of 2.69% and a return on equity of 14.79%. The firm’s revenue was up 12.3% on a year-over-year basis. During the same period last year, the firm earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is 46.14%.

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.