Savant Capital LLC Purchases 6,082 Shares of UnitedHealth Group Incorporated $UNH

Savant Capital LLC increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 24.6% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 30,829 shares of the healthcare conglomerate’s stock after acquiring an additional 6,082 shares during the quarter. Savant Capital LLC’s holdings in UnitedHealth Group were worth $10,646,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in UNH. LFA Lugano Financial Advisors SA bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at about $25,000. Sagard Holdings Management Inc. bought a new stake in UnitedHealth Group in the second quarter valued at approximately $29,000. Cloud Capital Management LLC bought a new position in UnitedHealth Group during the 3rd quarter worth approximately $32,000. Grey Fox Wealth Advisors LLC bought a new stake in shares of UnitedHealth Group in the 3rd quarter valued at $33,000. Finally, Islay Capital Management LLC bought a new position in UnitedHealth Group during the second quarter worth $31,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Bernstein reiterated an Outperform rating and a $405 price target, arguing UNH remains high‑quality and can weather Medicare volatility — a supportive institutional view for the stock. Bernstein Reiterates Outperform on UnitedHealth
• Positive Sentiment: Buy‑the‑dip arguments surfaced: analysts and commentators point to strong cash flows, Optum’s AI efficiency plans, insider buying and a long‑term growth target from management as reasons the recent selloff may be overdone. UnitedHealth: Buy The Dip
• Positive Sentiment: Bull case pieces reiterate durable competitive advantages (Optum, scale in Medicare Advantage) that could support a recovery if policy headwinds moderate. UnitedHealth Bull Case Theory
• Neutral Sentiment: Wall Street still shows many buy/overweight ratings and a median price target well above current levels (around $390), creating a technical floor if sentiment stabilizes. Quiver Quantitative Commentary
• Neutral Sentiment: Corporate personnel note — Optum/UNH executive Terry Clark was appointed CEO at the PGA of America; largely background news but worth noting senior exec visibility. Terry Clark Appointed CEO at PGA of America
• Negative Sentiment: Immediate trigger — CMS’s advance Medicare rate notice (near‑flat 0.09% growth) spooked investors because it implies constrained reimbursement for Medicare Advantage in 2027, pressuring UNH’s margin outlook and precipitating heavy selling. CMS Medicare Rate Notice Fallout
• Negative Sentiment: Operational concerns: Q4 revenue slightly missed estimates and the medical care ratio rose, and management signaled shedding lower‑margin Medicare members to protect profitability — raising near‑term growth/guidance uncertainty. Is It Time To Reassess UnitedHealth?
• Negative Sentiment: Broker and market skepticism: Truist and other outlets trimmed outlooks or voiced caution, amplifying short‑term bearish pressure amid regulatory risk and margin uncertainty. Truist Issues Pessimistic Forecast

Analysts Set New Price Targets

Several research analysts have recently weighed in on UNH shares. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Leerink Partners cut their price target on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research report on Wednesday, January 21st. Wells Fargo & Company decreased their price target on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. Finally, Morgan Stanley reduced their target price on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $375.46.

UnitedHealth Group Trading Down 3.0%

NYSE:UNH opened at $275.70 on Thursday. The company has a market cap of $249.74 billion, a PE ratio of 20.90, a PEG ratio of 1.31 and a beta of 0.41. 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 Incorporated has a one year low of $234.60 and a one year high of $606.36. The firm has a 50-day moving average of $328.16 and a 200-day moving average of $323.39.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping 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%.The company’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same period 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 research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were paid a $2.21 dividend. The ex-dividend date was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 3.2%. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

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.