Factory Mutual Insurance Co. Purchases 28,300 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Factory Mutual Insurance Co. increased its stake in UnitedHealth by 13.3%, purchasing 28,300 shares to hold 240,700 shares worth $79.46 million, making UNH its 28th-largest holding (~0.8% of the fund).
• Other major investors have also been active — most notably Berkshire Hathaway initiated a large ~ $1.57 billion stake — and institutional investors now own about 87.86% of UNH.
• A CMS decision to raise 2027 Medicare Advantage reimbursements by about 2.48% sparked analyst price-target increases (e.g., Bernstein to $411) and positive sentiment, though some caution the rally may be offset by utilization and medical-cost pressures.

Factory Mutual Insurance Co. raised its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 13.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 240,700 shares of the healthcare conglomerate's stock after purchasing an additional 28,300 shares during the quarter. UnitedHealth Group accounts for about 0.8% of Factory Mutual Insurance Co.'s holdings, making the stock its 28th biggest holding. Factory Mutual Insurance Co.'s holdings in UnitedHealth Group were worth $79,457,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Guerra Advisors Inc bought a new stake in UnitedHealth Group in the third quarter worth approximately $1,059,000. Berkshire Hathaway Inc bought a new stake in UnitedHealth Group in the second quarter worth approximately $1,572,193,000. Carnegie Investment Counsel increased its holdings in UnitedHealth Group by 2.2% in the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate's stock worth $36,471,000 after purchasing an additional 2,316 shares in the last quarter. Phoenix Financial Ltd. increased its holdings in UnitedHealth Group by 111.5% in the third quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate's stock worth $14,282,000 after purchasing an additional 22,137 shares in the last quarter. Finally, Money Concepts Capital Corp increased its holdings in UnitedHealth Group by 59.1% in the third quarter. Money Concepts Capital Corp now owns 12,380 shares of the healthcare conglomerate's stock worth $4,275,000 after purchasing an additional 4,600 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages have weighed in on UNH. Sanford C. Bernstein lifted their target price on UnitedHealth Group from $405.00 to $411.00 and gave the stock an "outperform" rating in a report on Tuesday. Truist Financial reduced their price objective on UnitedHealth Group from $410.00 to $370.00 and set a "buy" rating for the company in a research note on Monday, February 2nd. Piper Sandler reissued an "overweight" rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Weiss Ratings cut UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Monday, March 2nd. Finally, KeyCorp reissued an "overweight" rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $363.42.

UnitedHealth Group News Summary

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

• Positive Sentiment: CMS finalized a ~2.48% increase to 2027 Medicare Advantage reimbursements, which analysts say adds meaningful revenue/earnings upside for large MA players like UNH and drove an immediate sentiment lift. UnitedHealth Stock Edges Higher After Medicare Advantage Payment Update
• Positive Sentiment: Street reaction includes price‑target raises and upgrades (e.g., Bernstein boosted its UNH target to $411 and HSBC upgraded to Hold), signaling increased analyst conviction that the CMS action improves the outlook. Sanford C. Bernstein Boosts UnitedHealth Group NYSE: UNH Price Target to $411.00
• Positive Sentiment: High-profile buying (reporting that Warren Buffett added ~5M UNH shares during the pullback) has been cited as a confidence signal that helped support the post‑CMS bounce. Warren Buffett bought 5M UnitedHealth shares as it tanked. A $13B Medicare boosted it. Was he right?
• Neutral Sentiment: Analyst commentary and valuation notes are being updated to reflect the CMS increase; many firms still point to long‑term growth from Optum and diversification even as near‑term math changes. Market attention and re‑ratings are ongoing. A Look At UnitedHealth Group (UNH) Valuation After The Medicare Advantage Payment Increase
• Neutral Sentiment: Coverage pieces note that CMS relief helps margins but rising utilization and medical cost inflation remain a drag; the net impact depends on how much cost trends moderate versus reimbursement gains. Can UnitedHealth Ease Margin Pressure on CMS Tailwinds?
• Negative Sentiment: Some analysts and commentators warn the CMS-driven rally may be short‑lived — cautioning that one policy bump doesn't solve utilization and cost issues, and that upcoming earnings could re‑test the move. UnitedHealth Stock Jumps on Better-Than-Expected Medicare Advantage Rates. Here's Why the Rally Might Be Short-Lived
• Negative Sentiment: Critical takes argue investors should be cautious about extrapolating CMS relief into sustained outperformance — skepticism around durability of margin improvement and idiosyncratic risks remain. UnitedHealth Group: Don't Drink The CMS Kool-Aid

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $304.63 on Friday. The business's fifty day simple moving average is $283.01 and its 200 day simple moving average is $318.61. The firm has a market capitalization of $276.51 billion, a P/E ratio of 23.10, a price-to-earnings-growth ratio of 1.41 and a beta of 0.40. 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.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping analysts' consensus estimates of $2.09 by $0.02. The business had revenue of $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.UnitedHealth Group's quarterly revenue was up 12.3% compared to the same quarter last year. During the same period last year, the company posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.9%. UnitedHealth Group's payout ratio is presently 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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