Coronation Fund Managers Ltd. Purchases 38,287 Shares of UnitedHealth Group Incorporated $UNH

Coronation Fund Managers Ltd. boosted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 96.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 78,149 shares of the healthcare conglomerate’s stock after acquiring an additional 38,287 shares during the period. UnitedHealth Group accounts for 1.4% of Coronation Fund Managers Ltd.’s investment portfolio, making the stock its 20th biggest position. Coronation Fund Managers Ltd.’s holdings in UnitedHealth Group were worth $26,985,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of UNH. North Capital Inc. lifted its holdings in UnitedHealth Group by 16.2% in the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after buying an additional 27 shares during the period. Sunflower Bank N.A. lifted its stake in UnitedHealth Group by 1.5% in the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after acquiring an additional 28 shares during the period. Axis Wealth Partners LLC increased its position in UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after purchasing an additional 28 shares during the period. Abound Wealth Management lifted its position in shares of UnitedHealth Group by 13.5% in the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after purchasing an additional 29 shares during the period. Finally, Auxano Advisors LLC increased its position in shares of UnitedHealth Group by 3.4% during the third quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock valued at $333,000 after buying an additional 32 shares during the period. 87.86% of the stock is owned by institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: Positive analyst revisions and forecasts — Zacks lifted several near‑term EPS estimates (notably Q1 2026) and issued a more constructive earnings outlook for FY2026/2027, supporting the view that earnings could rebound despite recent volatility. Zacks Research Issues Positive Forecast for UNH Earnings
• Positive Sentiment: Business strength from Optum expansion — coverage highlights that Optum continues to expand its services and platform, which supports UnitedHealth’s long‑term growth thesis and helps explain why some investors are buying the dip. UnitedHealth Group Incorporated (UNH) Strengthens Healthcare Platform Through Optum Expansion
• Neutral Sentiment: Mizuho trims price target but keeps Outperform — the firm cut its UNH target to $350 (from $430) after Q4 results but retained an Outperform rating, a mixed signal that reduces upside expectations but leaves institutional conviction intact. Mizuho Lowers UnitedHealth Group Incorporated (UNH) Target to $350, Maintains Outperform Rating
• Negative Sentiment: Ongoing policy and cost worries — coverage warns that a flat Medicare Advantage rate outlook and elevated medical inflation could compress margins and limit premium increases, a key reason for recent selling pressure. Flat Medicare Advantage Outlook And Revenue Drop Might Change The Case For Investing In UNH
• Negative Sentiment: Fundamental caution from independent analysis — a Seeking Alpha piece re‑examines risks (medical cost inflation, government funding constraints, delayed Optum margin recovery) and argues the current valuation may already price in higher volatility. UnitedHealth: 3 Reasons Not To Buy (Revisited)
• Negative Sentiment: Market commentary questioning further downside — analysts and writers note the recent ~18% pullback over several weeks and debate whether weakness is temporary or signals deeper issues, keeping sentiment fragile. Is There More Downside To UNH Stock?

Analyst Ratings Changes

Several research firms have weighed in on UNH. Barclays cut their price objective on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Finally, Royal Bank Of Canada decreased their target price on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. One equities research 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Stock Performance

UNH stock opened at $293.33 on Friday. The stock has a market capitalization of $265.71 billion, a PE ratio of 22.24, a price-to-earnings-growth ratio of 1.35 and a beta of 0.41. The stock’s 50 day simple moving average is $320.91 and its 200 day simple moving average is $323.31. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month 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.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $113.38 billion. During the same period in the prior year, the company posted $6.81 earnings per share. The company’s quarterly revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, research analysts forecast 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.