London Co. of Virginia Takes $219.45 Million Position in UnitedHealth Group Incorporated $UNH

London Co. of Virginia purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 635,513 shares of the healthcare conglomerate’s stock, valued at approximately $219,453,000. London Co. of Virginia owned about 0.07% of UnitedHealth Group at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Laird Norton Wetherby Wealth Management LLC grew its holdings in UnitedHealth Group by 3.6% in the third quarter. Laird Norton Wetherby Wealth Management LLC now owns 21,774 shares of the healthcare conglomerate’s stock valued at $7,519,000 after purchasing an additional 750 shares during the period. Laraway Financial Advisors Inc boosted its holdings in shares of UnitedHealth Group by 5.6% in the 3rd quarter. Laraway Financial Advisors Inc now owns 3,096 shares of the healthcare conglomerate’s stock valued at $1,069,000 after purchasing an additional 163 shares during the last quarter. Lighthouse Investment Partners LLC acquired a new stake in shares of UnitedHealth Group during the 3rd quarter worth $1,209,000. Integrated Wealth Concepts LLC raised its position in shares of UnitedHealth Group by 7.0% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 25,384 shares of the healthcare conglomerate’s stock worth $8,765,000 after buying an additional 1,668 shares during the period. Finally, JPL Wealth Management LLC grew its position in UnitedHealth Group by 7.6% during the third quarter. JPL Wealth Management LLC now owns 47,230 shares of the healthcare conglomerate’s stock valued at $16,309,000 after acquiring an additional 3,331 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $285.55 on Tuesday. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The firm’s fifty day moving average price is $302.22 and its 200 day moving average price is $325.14. The company has a market capitalization of $259.19 billion, a price-to-earnings ratio of 21.65, a price-to-earnings-growth ratio of 1.30 and a beta of 0.41. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The company had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same period last year, the firm earned $6.81 earnings per share. The company’s revenue was up 12.3% on a year-over-year basis. 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 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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

Analyst Ratings Changes

UNH has been the topic of several research analyst reports. Wells Fargo & Company reduced their price objective on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Barclays dropped their price objective on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Truist Financial decreased their price target on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Finally, Morgan Stanley cut their price objective 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. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Analyst bullish case: A Seeking Alpha piece argues UNH is a buy, citing attractive valuation, management’s focus on efficiency, and targeted AI-driven cost savings (~$1B) plus 2026 guidance (EPS > $17.75, revenue ~ $439B) that support a turnaround thesis. UnitedHealth: Why AI Is The Secret Weapon For The Turnaround
• Positive Sentiment: Product expansion: UnitedHealthcare expanded its doula support nationwide for employer plans — a growth/benefit initiative that can improve maternal outcomes and strengthen commercial plan stickiness. This is a near-term product win that supports revenue diversification and member engagement. UnitedHealthcare Expands Doula Offering to Employer-Sponsored Plans Nationwide
• Neutral Sentiment: Bull summaries / investor letters: Two market writeups reiterate a bullish long-term view based on valuation and earnings power, arguing current multiples present a buying opportunity for longer-term investors — useful context but not new company-level catalysts. Is UnitedHealth Group Incorporated (UNH) A Good Stock To Buy Now? Is UnitedHealth Group Incorporated (UNH) A Good Stock To Buy Now?
• Neutral Sentiment: Leadership and margin-repair narrative: Appointing Dennis Stankiewicz as Chief Accounting Officer and conference presentations signal governance and messaging steps as UNH works through 2025 headwinds; these are supportive but execution-dependent. How Leadership Shifts and Margin Repair Efforts At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Negative Sentiment: Analyst caution / valuation: A Seeking Alpha Hold note says UNH is stabilizing but not yet a buy — revenue/membership declines reflect strategic resets and valuation compression removes prior premium, suggesting limited margin of safety for new capital. UnitedHealth: Stabilizing, But Not Yet A Buy
• Negative Sentiment: Policy/regulatory risk: A Joint Economic Committee analysis found ~$13.4B in 2025 excess Medicare Advantage payments (about $212 per enrollee), a headline that fuels regulatory scrutiny and could pressure margins or future reimbursement structures. Seniors Overpaid Medicare Premiums By $13.4B In 2025…

UnitedHealth Group Company 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.