UnitedHealth Group Incorporated $UNH Shares Sold by Greater Midwest Financial Group LLC

Greater Midwest Financial Group LLC lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 86.7% in the third quarter, Holdings Channel reports. The fund owned 846 shares of the healthcare conglomerate’s stock after selling 5,533 shares during the quarter. Greater Midwest Financial Group LLC’s holdings in UnitedHealth Group were worth $292,000 as of its most recent SEC filing.

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

Key UnitedHealth Group News

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

• Positive Sentiment: Optum/value‑based care is highlighted as a durable growth driver that could support profits over time — a key bullish argument investors cite. UnitedHealth: Riding On Value-Based Care Through Optum
• Positive Sentiment: Mizuho kept an “outperform” stance despite cutting the price target (from $430 to $350), signaling analyst conviction that shares still have upside versus recent levels. Benzinga coverage of Mizuho PT cut
• Positive Sentiment: Long‑run pattern: historical episodes show UNH can stage rapid recoveries (multiple >30% rallies and two >50% runs in 2020 and 2025), which some investors view as evidence the stock can rebound after sharp declines. Can UNH Stock Surge Again?
• Positive Sentiment: Consensus analyst recommendation remains constructive (“Moderate Buy”), providing a supportive backdrop for buyers looking past near‑term noise. Analyst consensus: Moderate Buy
• Neutral Sentiment: Higher investor attention/search activity — signals elevated interest and liquidity but not a directional catalyst by itself. Investors Heavily Search UNH
• Neutral Sentiment: Analyst discussion continues to center on margins and cost trends after FQ4 — important for outlook but outcomes remain uncertain until more guidance clarity. FQ4 earnings: margin concerns
• Negative Sentiment: Despite an EPS beat, a Zacks piece argues rising medical costs, margin compression and Medicare reimbursement risk triggered a sharp selloff — the main driver of recent downward pressure. Q4 beat can’t stop the slide
• Negative Sentiment: Regulatory risk increased after reports the DOJ is probing UnitedHealth, adding uncertainty around future returns and potential legal/operational disruption. DOJ probe and regulatory questions
• Negative Sentiment: Media analysis suggests the company’s recent comeback stalled, prompting calls to reassess the investment thesis until cost trends and regulatory risks are clearer. How UNH’s comeback ran aground

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Barclays decreased their price target 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. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. Mizuho decreased their price target on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a report on Thursday. Finally, Jefferies Financial Group cut their target price on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Price Performance

NYSE UNH opened at $276.49 on Friday. The company has a 50-day moving average price of $325.87 and a two-hundred day moving average price of $322.97. The stock has a market cap of $250.46 billion, a price-to-earnings ratio of 20.96, a price-to-earnings-growth ratio of 1.24 and a beta of 0.41. 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 Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping 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 business had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same period in the prior year, the company posted $6.81 EPS. The business’s revenue for the quarter was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current 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.