Granite Investment Partners LLC Lowers Holdings in UnitedHealth Group Incorporated $UNH

Granite Investment Partners LLC lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 26.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,258 shares of the healthcare conglomerate’s stock after selling 3,397 shares during the quarter. Granite Investment Partners LLC’s holdings in UnitedHealth Group were worth $3,197,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Geode Capital Management LLC increased its holdings in shares of UnitedHealth Group by 3.3% in the second quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock worth $6,624,411,000 after purchasing an additional 675,075 shares during the last quarter. Norges Bank purchased a new position in shares of UnitedHealth Group in the second quarter valued at $3,837,207,000. Dodge & Cox raised its stake in UnitedHealth Group by 117.7% during the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after purchasing an additional 4,730,192 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its position in UnitedHealth Group by 6.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock valued at $2,340,346,000 after purchasing an additional 432,084 shares during the last quarter. Finally, Amundi increased its holdings in shares of UnitedHealth Group by 33.8% in the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after buying an additional 1,565,245 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group News Summary

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

• Positive Sentiment: Industry report highlights growth opportunities for healthcare finance solutions and names UnitedHealth/Optum among leaders, supporting long‑term TAM expansion in digital financing, AI automation and outpatient care — a potential positive for Optum’s growth profile and valuation. Healthcare Finance Solutions Industry Report 2026-2035
• Neutral Sentiment: Valuation analysis notes prolonged share‑price weakness across multiple timeframes while emphasizing UnitedHealth’s scale (roughly $447.6B revenue, ~$12.1B net income cited) — useful context for value investors but not an immediate catalyst. A Look At UnitedHealth Group’s Valuation After Prolonged Share Price Weakness
• Negative Sentiment: Analysts have lowered expectations after management’s weak guidance following the January results; coverage notes roughly a double‑digit YTD pullback and lowered forecasts, which is pressuring the stock near current levels. This is the primary near‑term negative driver for UNH. Analysts Lower Expectations for UnitedHealth (UNH) Following Weak Guidance Analysts Lower Expectations (InsiderMonkey)
• Negative Sentiment: Market note: coverage highlighting that UNH “dips more than the broader market” and recent daily declines amplify short‑term selling pressure as investors digest guidance and lower analyst estimates. UnitedHealth Group (UNH) Dips More Than Broader Market

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $282.23 on Tuesday. The stock has a market cap of $255.65 billion, a price-to-earnings ratio of 21.40, a price-to-earnings-growth ratio of 1.33 and a beta of 0.41. The firm has a 50-day moving average of $315.66 and a two-hundred day moving average of $325.57. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82.

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. The firm had revenue of $113.22 billion during 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%.UnitedHealth Group’s quarterly revenue was up 12.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research firms recently commented on UNH. Barclays dropped their price target on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. UBS Group cut their target price on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Jefferies Financial Group dropped their price objective on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Truist Financial lowered their target price on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a report on Monday, February 2nd. Finally, Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. One investment 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. According to data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $372.13.

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.