Westbourne Investments Inc. Buys Shares of 11,660 UnitedHealth Group Incorporated $UNH

Westbourne Investments Inc. acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 11,660 shares of the healthcare conglomerate’s stock, valued at approximately $3,983,000. UnitedHealth Group accounts for about 2.0% of Westbourne Investments Inc.’s holdings, making the stock its 12th largest position.

A number of other hedge funds and other institutional investors have also modified their holdings of UNH. Advisors Asset Management Inc. grew its position in UnitedHealth Group by 15.6% in the 3rd quarter. Advisors Asset Management Inc. now owns 43,368 shares of the healthcare conglomerate’s stock valued at $14,975,000 after buying an additional 5,863 shares in the last quarter. Vision Financial Markets LLC raised its holdings in UnitedHealth Group by 214.0% during the third quarter. Vision Financial Markets LLC now owns 17,900 shares of the healthcare conglomerate’s stock worth $6,181,000 after purchasing an additional 12,200 shares in the last quarter. Signet Investment Advisory Group Inc. increased its position in shares of UnitedHealth Group by 12.2% during the 3rd quarter. Signet Investment Advisory Group Inc. now owns 8,353 shares of the healthcare conglomerate’s stock valued at $2,884,000 after purchasing an additional 905 shares during the period. Center for Financial Planning Inc. boosted its stake in UnitedHealth Group by 19.5% during the third quarter. Center for Financial Planning Inc. now owns 1,411 shares of the healthcare conglomerate’s stock valued at $487,000 after buying an additional 230 shares in the last quarter. Finally, Stratos Wealth Partners LTD. lifted its holdings in UnitedHealth Group by 15.1% in the 3rd quarter. Stratos Wealth Partners LTD. now owns 30,940 shares of the healthcare conglomerate’s stock valued at $10,684,000 after acquiring an additional 4,069 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the stock. Leerink Partners cut their target price on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Finally, Barclays reduced their target price on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $372.13.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Zacks raised several near-term quarterly EPS estimates (notably Q1 2027 to $6.70 and Q2 2026 to $4.74), signaling pockets of analyst confidence in short-term profitability. Zacks Research estimate updates
• Neutral Sentiment: Zacks published a set of mixed revisions across 2026–2028 (including FY2028 at $22.68 vs. a current consensus nearer $29.54), indicating analyst disagreement on medium‑term trajectory rather than a uniform downgrade. Zacks Research estimate updates
• Neutral Sentiment: General news-roundup pieces and analyst commentary (including Yahoo Finance summaries) are circulating; these synthesize the same themes below but add market reaction context. Here’s What Happened to UnitedHealth Group (UNH)
• Negative Sentiment: Seeking Alpha reports UnitedHealth cut 2026 revenue guidance to $439B from $448B — the first annual decline in decades — which undercuts top‑line confidence and contributed to the selloff, despite continued strong cash flow metrics. UnitedHealth: After The Collapse
• Negative Sentiment: Market commentary and social media summaries (QuiverQuant) point to an earnings reaction where revenue missed expectations while EPS only slightly beat — investors focused on Medicare Advantage headwinds, lingering cyberattack effects and near‑term margin pressure, triggering a sharp pre‑market drop. UnitedHealth Group Stock (UNH) Opinions on Earnings Miss and Medicare Headwinds
• Negative Sentiment: Zacks lowered several later-quarter estimates (Q3 2026 and Q4 2027 among them), reflecting analyst adjustments to expected cadence of recovery — a near‑term negative signal for expected earnings progression. Zacks Research estimate updates

UnitedHealth Group Trading Down 1.0%

NYSE UNH opened at $273.00 on Wednesday. The company has a market capitalization of $247.29 billion, a PE ratio of 20.70, a price-to-earnings-growth ratio of 1.27 and a beta of 0.41. 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 firm’s fifty day simple moving average is $323.87 and its 200-day simple moving average is $323.38.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping the consensus estimate 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 return on equity of 14.79% and a net margin of 2.69%.The business’s revenue was up 12.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $6.81 EPS. 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 earnings per share for the current fiscal year.

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.