Elevation Point Wealth Partners LLC Has $1.89 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Elevation Point Wealth Partners cut its stake in UnitedHealth by 71.4%, selling 13,666 shares and retaining 5,480 shares valued at about $1.89 million.
• Analysts have lowered several price targets but the consensus rating remains a Moderate Buy with an average price target of $372.13.
• UnitedHealth slightly beat quarterly estimates (EPS $2.11 vs. $2.09; revenue $113.73B, up 12.3% YoY) and announced a quarterly dividend of $2.21 (3.1% yield).

Elevation Point Wealth Partners LLC lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 71.4% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,480 shares of the healthcare conglomerate's stock after selling 13,666 shares during the quarter. Elevation Point Wealth Partners LLC's holdings in UnitedHealth Group were worth $1,892,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of UNH. Brighton Jones LLC boosted its stake in shares of UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock valued at $22,384,000 after purchasing an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock valued at $2,033,000 after buying an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH bought a new stake in UnitedHealth Group during the 2nd quarter worth approximately $340,000. Cetera Investment Advisers raised its stake in shares of UnitedHealth Group by 6.4% during the second quarter. Cetera Investment Advisers now owns 263,248 shares of the healthcare conglomerate's stock valued at $82,125,000 after acquiring an additional 15,866 shares during the last quarter. Finally, Avantax Advisory Services Inc. grew its stake in shares of UnitedHealth Group by 11.2% in the second quarter. Avantax Advisory Services Inc. now owns 77,338 shares of the healthcare conglomerate's stock worth $24,127,000 after purchasing an additional 7,818 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

Analysts Set New Price Targets

UNH has been the topic of several recent research reports. Piper Sandler reaffirmed an "overweight" rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Royal Bank Of Canada lowered their price objective on UnitedHealth Group from $408.00 to $361.00 and set an "outperform" rating for the company in a research report on Wednesday, January 28th. Truist Financial reduced their target price on UnitedHealth Group from $410.00 to $370.00 and set a "buy" rating on the stock in a report on Monday, February 2nd. Mizuho dropped their price target on shares of UnitedHealth Group from $430.00 to $350.00 and set an "outperform" rating on the stock in a research report on Thursday, February 5th. Finally, KeyCorp reiterated an "overweight" rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $372.13.

UnitedHealth Group News Summary

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

• Positive Sentiment: Sen. Markwayne Mullin disclosed a purchase of $50k–$100k in UNH shares, a small institutional/insider-like buy that can be read as a signal of confidence and may attract retail/institutional attention. Trump Ally, New DHS Leader Nominee Markwayne Mullin Makes New Stock Trades: Here's What He Bought And Sold
• Positive Sentiment: Short-term price resilience: coverage noted UNH advancing while broader markets declined recently, a sign of relative strength that can draw momentum buyers. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: High investor attention: Zacks and Yahoo pieces highlight UNH as a heavily searched/watched stock; increased attention can boost liquidity and volatility but is not a directional catalyst by itself. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Investor materials: a Barclays healthcare conference transcript was published; investors will parse management commentary for membership trends, margin drivers, and capital allocation but no surprise datapoint was flagged in headlines. UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Analyst coverage and model updates continue to circulate (stock-forecast pieces), which keep expectations and target-price dispersion visible to the market but provide mixed near-term directional pressure. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Negative Sentiment: Valuation/sector pressure concerns: commentary noting a ~39% 12‑month share decline and questioning whether current price reflects value could pressure sentiment and keep selling pressure if investors worry about sector headwinds or earnings risk. Is UnitedHealth Group (UNH) Pricing Reflect Sector Pressures After A 39% Share Price Decline

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $282.02 on Monday. The stock's 50 day moving average price is $303.36 and its two-hundred day moving average price is $325.26. The stock has a market capitalization of $255.99 billion, a price-to-earnings ratio of 21.38, a PEG ratio of 1.30 and a beta of 0.41. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released 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 the consensus estimate of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. UnitedHealth Group's quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be paid a $2.21 dividend. The ex-dividend date is Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. UnitedHealth Group's dividend payout ratio (DPR) is currently 67.02%.

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.

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