UnitedHealth Group Incorporated $UNH Shares Sold by Tobam

Tobam cut its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 10.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 15,105 shares of the healthcare conglomerate’s stock after selling 1,801 shares during the quarter. UnitedHealth Group accounts for 1.9% of Tobam’s portfolio, making the stock its 15th largest position. Tobam’s holdings in UnitedHealth Group were worth $5,216,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Guerra Advisors Inc acquired a new stake in shares of UnitedHealth Group during the 3rd quarter worth approximately $1,059,000. Berkshire Hathaway Inc acquired a new stake in UnitedHealth Group during the second quarter worth $1,572,193,000. Murphy Pohlad Asset Management LLC raised its stake in shares of UnitedHealth Group by 21.8% in the 2nd quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock valued at $1,380,000 after buying an additional 791 shares in the last quarter. Carnegie Investment Counsel boosted its position in shares of UnitedHealth Group by 2.2% during the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock valued at $36,471,000 after acquiring an additional 2,316 shares in the last quarter. Finally, EverSource Wealth Advisors LLC raised its position in UnitedHealth Group by 48.9% in the second quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock worth $1,806,000 after purchasing an additional 1,901 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

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?

Analysts Set New Price Targets

UNH has been the topic of several analyst reports. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Barclays dropped their price objective on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. TD Cowen upped their target price on shares of UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a report on Thursday, October 30th. Wells Fargo & Company cut their price target on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Finally, Sanford C. Bernstein reaffirmed 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 given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Trading Up 3.2%

Shares of NYSE UNH opened at $293.33 on Monday. 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 company has a market cap of $265.71 billion, a PE ratio of 22.24, a P/E/G ratio of 1.35 and a beta of 0.41. The company has a 50-day moving average of $320.91 and a two-hundred day moving average of $323.71. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data 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 firm had revenue of $113.22 billion during the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. UnitedHealth Group’s revenue was up 12.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group 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.