Alta Capital Management LLC Decreases Position in UnitedHealth Group Incorporated $UNH

Alta Capital Management LLC reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 80.2% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 24,133 shares of the healthcare conglomerate’s stock after selling 97,491 shares during the quarter. Alta Capital Management LLC’s holdings in UnitedHealth Group were worth $8,333,000 as of its most recent filing with the Securities & Exchange Commission.

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

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Bernstein reaffirmed an Outperform rating and a $405 price target, arguing the company remains attractively valued on forward P/E and that long-term fundamentals still support upside. Bernstein Reiterates Outperform
• Positive Sentiment: Long-term bull case highlighted: commentary that UNH could “reach new heights by 2030” emphasizes durable cash flow, Optum AI/efficiency levers and a large addressable market — this supports investor interest at current depressed levels. UnitedHealth Stock Outlook to 2030
• Neutral Sentiment: Social and institutional reaction summary: Q4 commentary spurred heavy social-media discussion and noted insider/institutional moves (mixed buying and selling); some investors view the pullback as value given large positions from long-only investors (e.g., Buffett). QuiverQuant UNH Discussion
• Neutral Sentiment: In broader market lists, UNH continues to be recommended by some long-term stock pickers (e.g., Buffett-influenced lists), which can attract buy interest even amid near-term volatility. Fool Buffett Stocks
• Negative Sentiment: Q4 results and CMS notice are the main near-term negatives: Q4 revenue (~$113.2B) narrowly missed estimates, the medical-care ratio rose to ~89.1%, and company comments on shedding ~1.3–1.4M Medicare members to protect margins signal near-term enrollment headwinds. Separately, CMS’s 2027 advance MA rate notice (near-flat ~0.09%) fueled concern about reimbursement pressure. These items are weighing on sentiment and consensus near-term forecasts. QuiverQuant on Earnings & CMS
• Negative Sentiment: Analysts have trimmed price targets recently (examples: Truist to $370, Wells Fargo trimmed targets, JPMorgan lowered its target to $389), reflecting tighter near-term earnings/reimbursement assumptions — this compresses upside from current levels and can pressure the stock until visibility improves. Benzinga Analyst Target Moves Wells Fargo Target Cut
• Negative Sentiment: Regulatory and reimbursement risk remains a recurring theme in recent coverage; analysts and articles note that regulatory uncertainty could continue to pressure growth and margins until Medicare-Advantage rate clarity and utilization trends normalize. Analysts Trim Targets Forbes on Valuation

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $284.15 on Wednesday. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. The firm has a 50-day simple moving average of $329.24 and a 200-day simple moving average of $323.73. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The stock has a market capitalization of $257.40 billion, a price-to-earnings ratio of 21.54, a price-to-earnings-growth ratio of 1.32 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm had revenue of $113.22 billion during the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter last year, the firm earned $6.81 earnings per share. 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. On average, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were paid a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is 67.02%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on UNH shares. Truist Financial dropped their price target on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research note on Monday. Leerink Partners dropped their price objective on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Wells Fargo & Company lowered their price target on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a report on Friday, January 30th. UBS Group reduced their target price on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $375.46.

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.