First Dallas Securities Inc. Acquires Shares of 7,641 UnitedHealth Group Incorporated $UNH

First Dallas Securities Inc. acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 7,641 shares of the healthcare conglomerate’s stock, valued at approximately $2,638,000. UnitedHealth Group comprises about 1.0% of First Dallas Securities Inc.’s portfolio, making the stock its 29th biggest position.

Several other hedge funds have also modified their holdings of the stock. LFA Lugano Financial Advisors SA bought a new stake in shares of UnitedHealth Group during the second quarter worth $25,000. Sagard Holdings Management Inc. acquired a new stake in UnitedHealth Group in the second quarter worth about $29,000. Islay Capital Management LLC acquired a new position in UnitedHealth Group during the 2nd quarter valued at about $31,000. Cloud Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the 3rd quarter worth approximately $32,000. Finally, Riggs Asset Managment Co. Inc. boosted its stake in UnitedHealth Group by 69.4% in the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after acquiring an additional 43 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group News Summary

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

• Positive Sentiment: Optum/value‑based care is highlighted as a durable growth driver that could support profits over time — a key bullish argument investors cite. UnitedHealth: Riding On Value-Based Care Through Optum
• Positive Sentiment: Mizuho kept an “outperform” stance despite cutting the price target (from $430 to $350), signaling analyst conviction that shares still have upside versus recent levels. Benzinga coverage of Mizuho PT cut
• Positive Sentiment: Long‑run pattern: historical episodes show UNH can stage rapid recoveries (multiple >30% rallies and two >50% runs in 2020 and 2025), which some investors view as evidence the stock can rebound after sharp declines. Can UNH Stock Surge Again?
• Positive Sentiment: Consensus analyst recommendation remains constructive (“Moderate Buy”), providing a supportive backdrop for buyers looking past near‑term noise. Analyst consensus: Moderate Buy
• Neutral Sentiment: Higher investor attention/search activity — signals elevated interest and liquidity but not a directional catalyst by itself. Investors Heavily Search UNH
• Neutral Sentiment: Analyst discussion continues to center on margins and cost trends after FQ4 — important for outlook but outcomes remain uncertain until more guidance clarity. FQ4 earnings: margin concerns
• Negative Sentiment: Despite an EPS beat, a Zacks piece argues rising medical costs, margin compression and Medicare reimbursement risk triggered a sharp selloff — the main driver of recent downward pressure. Q4 beat can’t stop the slide
• Negative Sentiment: Regulatory risk increased after reports the DOJ is probing UnitedHealth, adding uncertainty around future returns and potential legal/operational disruption. DOJ probe and regulatory questions
• Negative Sentiment: Media analysis suggests the company’s recent comeback stalled, prompting calls to reassess the investment thesis until cost trends and regulatory risks are clearer. How UNH’s comeback ran aground

UnitedHealth Group Stock Up 3.0%

UnitedHealth Group stock opened at $276.49 on Friday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. 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 company has a 50 day moving average of $325.87 and a 200-day moving average of $323.24. The stock has a market capitalization of $250.46 billion, a PE ratio of 20.96, a price-to-earnings-growth ratio of 1.27 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last announced its 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 2.69% and a return on equity of 14.79%. The firm had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same period in the prior year, the business earned $6.81 EPS. The company’s revenue for the quarter was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have recently weighed in on UNH shares. Deutsche Bank Aktiengesellschaft downgraded UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target on the stock. in a research note on Wednesday, October 29th. TD Cowen increased their target price on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research note on Thursday, October 30th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. Royal Bank Of Canada reduced their price objective on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

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.