HF Advisory Group LLC Boosts Stake in UnitedHealth Group Incorporated $UNH

HF Advisory Group LLC increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 2,251.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 60,149 shares of the healthcare conglomerate’s stock after purchasing an additional 57,591 shares during the quarter. UnitedHealth Group accounts for about 0.8% of HF Advisory Group LLC’s investment portfolio, making the stock its 22nd largest holding. HF Advisory Group LLC’s holdings in UnitedHealth Group were worth $19,856,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of UNH. North Capital Inc. grew its stake in shares of UnitedHealth Group by 16.2% in the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after buying an additional 27 shares in the last quarter. Sunflower Bank N.A. grew its holdings in UnitedHealth Group by 1.5% during the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after purchasing an additional 28 shares in the last quarter. Axis Wealth Partners LLC lifted its holdings in UnitedHealth Group by 1.7% in the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock worth $563,000 after buying an additional 28 shares in the last quarter. Abound Wealth Management grew its stake in shares of UnitedHealth Group by 13.5% during the third quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock valued at $84,000 after acquiring an additional 29 shares in the last quarter. Finally, Cooper Financial Group lifted its stake in shares of UnitedHealth Group by 0.7% in the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock worth $1,432,000 after acquiring an additional 30 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Raymond James upgraded UNH to “Outperform” with a $330 price target, citing greater-than-expected expense upside and margin improvement at Optum Health — the upgrade is the main catalyst for the stock moving higher today. Why Raymond James Says Wall Street Is Underestimating UnitedHealth’s Earnings Power
• Positive Sentiment: Several analysts and outlets argue the recent price decline has created a buying opportunity — notes point to attractive forward multiples, durable market position, and potential earnings upside if cost controls materialize. This supports near-term bullish flows from value-minded investors. UnitedHealth Stock Has Lost Nearly Half Its Value in the Last Year. This Analyst Says It’s Time to Buy.
• Positive Sentiment: Zacks highlights UNH’s history of earnings beats and says the company currently has the factors that tend to produce another upside surprise — a point investors watching the next quarter should weigh. Will UnitedHealth (UNH) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Analysis pieces examine whether recent weakness turns into a durable buying opportunity versus lingering risks — useful context for investors weighing entry points, but not a direct catalyst. Is UnitedHealth Group (UNH) Now A Potential Opportunity After Recent Share Price Weakness
• Neutral Sentiment: Social/quant commentary shows heavy discussion after shares fell below notable reference prices (e.g., Berkshire’s purchase level); this reflects sentiment-driven trading and potential institutional repositioning rather than fresh fundamental news. UnitedHealth Group Stock (UNH) Opinions on Plunge Below Buffett Purchase Price
• Negative Sentiment: Leerink warns UNH may face its largest RADV (risk-adjustment) audit exposure, a direct financial risk for Medicare Advantage revenue and margins that could pressure sentiment and estimates if audits result in material repayments or reserves. Leerink sees UnitedHealth stock facing largest RADV audit exposure
• Negative Sentiment: Legal risk: a Ninth Circuit decision on preemption in a Medicare Advantage fraud case could increase UnitedHealth’s liability exposure if the company loses the ability to rely on broad preemption defenses — a read-across risk for future settlements or judgments. Ninth Circuit to Decide if UnitedHealth Keeps Its Preemption “Get-Out-of-Jail-Free” Card

UnitedHealth Group Trading Up 1.3%

Shares of NYSE UNH opened at $274.04 on Thursday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. The stock’s 50 day simple moving average is $286.16 and its 200 day simple moving average is $320.70. The company has a market cap of $248.74 billion, a price-to-earnings ratio of 20.78, a price-to-earnings-growth ratio of 1.24 and a beta of 0.40.

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, beating analysts’ consensus estimates of $2.09 by $0.02. The company had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same period last year, the business posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS 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 given a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 3.2%. UnitedHealth Group’s payout ratio is currently 67.02%.

Analyst Ratings Changes

Several equities research analysts have issued reports on UNH shares. Barclays dropped their price objective on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Royal Bank Of Canada reduced their price objective on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Mizuho reduced their target price on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a report on Thursday, February 5th. Finally, Oppenheimer dropped their price target on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $363.38.

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.