6,203 Shares in UnitedHealth Group Incorporated $UNH Acquired by Del Sette Capital Management LLC

Del Sette Capital Management LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 6,203 shares of the healthcare conglomerate’s stock, valued at approximately $2,142,000.

Other large investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of UnitedHealth Group in the 2nd quarter valued at about $3,837,207,000. Capital Research Global Investors grew its holdings in UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after buying an additional 7,293,009 shares in the last quarter. Berkshire Hathaway Inc bought a new stake in UnitedHealth Group in the 2nd quarter valued at about $1,572,193,000. Dodge & Cox increased its stake in UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after acquiring an additional 4,730,192 shares during the period. Finally, Capital World Investors lifted its position in shares of UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after acquiring an additional 3,439,182 shares during the period. Institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on UNH. Morgan Stanley dropped their price target 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. Barclays decreased their price objective on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Truist Financial dropped 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. Wells Fargo & Company decreased their target price on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Finally, KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group Price Performance

Shares of UNH opened at $287.60 on Wednesday. The business has a 50-day moving average of $301.00 and a 200-day moving average of $324.98. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company has a market capitalization of $261.05 billion, a price-to-earnings ratio of 21.80, a price-to-earnings-growth 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 0.79.

UnitedHealth Group (NYSE:UNH) last released its quarterly 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. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter last year, the business earned $6.81 EPS. The company’s revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid 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 was Monday, March 9th. UnitedHealth Group’s payout ratio is currently 67.02%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Analyst bullish thesis highlighting AI-driven efficiency and a targeted $1B in cost savings, plus management’s 2026 EPS guidance, supports expectations for margin improvement and earnings recovery. UnitedHealth: Why AI Is The Secret Weapon For The Turnaround
• Positive Sentiment: UnitedHealthcare expanded national doula coverage for employer plans — a value-based, preventive care move that could improve maternal outcomes and reduce downstream costs if utilization and ROI track expectations. UNH Expands Doulas: Better Outcomes or Margin Play Ahead?
• Neutral Sentiment: The company set its Q1 2026 earnings release for April 21 (pre-market) with a webcast — an upcoming report that could drive volatility depending on revenue/margin progress vs. the current EPS guidance. UnitedHealth Group Announces Earnings Release Date
• Neutral Sentiment: Coverage and commentary summarizing a bullish investment case (valuation-focused writeups) keep the narrative mixed—some investors see a longer-term buy opportunity while others wait for clearer execution. Is UnitedHealth Group Incorporated (UNH) A Good Stock To Buy Now?
• Negative Sentiment: Critical research argues the stock is stabilizing but not yet a buy—analysts caution that membership and revenue adjustments reflect strategic resets, and valuation compression leaves limited margin of safety until execution is proven. UnitedHealth: Stabilizing, But Not Yet A Buy

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.