Generali Investments Management Co LLC Boosts Stake in UnitedHealth Group Incorporated $UNH

Generali Investments Management Co LLC grew its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 49.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 12,146 shares of the healthcare conglomerate’s stock after acquiring an additional 4,020 shares during the quarter. UnitedHealth Group comprises about 0.9% of Generali Investments Management Co LLC’s portfolio, making the stock its 20th biggest position. Generali Investments Management Co LLC’s holdings in UnitedHealth Group were worth $4,194,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. TIAA Trust National Association raised its holdings in UnitedHealth Group by 38.6% in the third quarter. TIAA Trust National Association now owns 262,244 shares of the healthcare conglomerate’s stock worth $90,553,000 after purchasing an additional 73,030 shares in the last quarter. Sumitomo Mitsui Financial Group Inc. raised its stake in shares of UnitedHealth Group by 32.6% during the 3rd quarter. Sumitomo Mitsui Financial Group Inc. now owns 94,034 shares of the healthcare conglomerate’s stock worth $32,470,000 after acquiring an additional 23,124 shares in the last quarter. Fifth Lane Capital LP boosted its stake in UnitedHealth Group by 356.2% in the third quarter. Fifth Lane Capital LP now owns 6,843 shares of the healthcare conglomerate’s stock valued at $2,363,000 after acquiring an additional 5,343 shares in the last quarter. Mill Creek Capital Advisors LLC increased its position in shares of UnitedHealth Group by 2.3% during the third quarter. Mill Creek Capital Advisors LLC now owns 4,615 shares of the healthcare conglomerate’s stock worth $1,594,000 after purchasing an additional 105 shares in the last quarter. Finally, Lansing Street Advisors boosted its position in shares of UnitedHealth Group by 136.8% in the 3rd quarter. Lansing Street Advisors now owns 1,826 shares of the healthcare conglomerate’s stock worth $630,000 after purchasing an additional 1,055 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of research analyst reports. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Jefferies Financial Group decreased their price target on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Morgan Stanley cut their target price on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research report on Friday, January 23rd. Finally, JPMorgan Chase & Co. dropped their price target on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd. One 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 company’s stock. According to data from MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average price target of $372.13.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Board-approved quarterly dividend of $2.21 per share (3.1% yield), ex-dividend March 9 — supports income investors and can stabilize the share base. UnitedHealth Group Board Authorizes Payment of Quarterly Dividend
• Positive Sentiment: Sector rotation into defensive healthcare is benefiting names like UNH as investors trim cyclical tech and staples exposure — a tailwind for shares. Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.
• Positive Sentiment: Analysts argue UNH’s scale and diversified model give it more upside vs. peers (e.g., Humana) as managed-care margins are tested — a relative-strength story that can attract money into UNH. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Neutral Sentiment: Coverage pieces note UNH is slightly lower since the last earnings report and are parsing forward EPS/assumptions — watch revisions rather than headlines for near-term impact. UnitedHealth (UNH) Down 3.3% Since Last Earnings Report: Can It Rebound?
• Neutral Sentiment: Commentary that UNH has underperformed the Dow over the past year is drawing cautious analyst views — signals attention but no immediate directional catalyst. Is UnitedHealth Stock Underperforming the Dow?
• Negative Sentiment: Aristotle Growth Equity Fund disclosed it exited UNH citing lowered guidance — a vote of concern from an institutional holder and potential selling pressure. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Major selloff context: UNH plunged ~23% in under a month after weak FY guidance plus a proposed near-flat 2027 reimbursement update — a regulatory shock that materially increases earnings uncertainty. Is The Bottom In For UNH Stock After Its Dramatic 23% Slide?
• Negative Sentiment: UnitedHealthcare’s core margins have been squeezed by surging medical costs; management is flagging repricing and utilization levers for 2026 but execution risk remains. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?

UnitedHealth Group Stock Performance

UNH opened at $286.63 on Friday. 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. The firm has a fifty day moving average price of $312.67 and a 200 day moving average price of $325.17. The stock has a market cap of $259.64 billion, a P/E ratio of 21.73, a P/E/G ratio of 1.31 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.02. The business had revenue of $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same period in the prior year, the company posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be given a dividend of $2.21 per share. The ex-dividend date is Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 3.1%. UnitedHealth Group’s dividend payout ratio is currently 67.02%.

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.