OFI Invest Asset Management Lowers Stake in UnitedHealth Group Incorporated $UNH

Key Points

• OFI Invest Asset Management reduced its stake in UnitedHealth by 78.6% in Q4, selling 110,552 shares and finishing the period with 30,175 shares worth about $9.96 million.
• Other institutional moves included Brighton Jones boosting its position by 176.2% to 44,249 shares, and hedge funds/institutions now own 87.86% of UNH stock.
• A CMS decision to raise Medicare Advantage rates sparked a rally and analyst upgrades, but some warn gains may be partially priced in; UNH has a consensus rating of Moderate Buy with a $363.42 price target.

OFI Invest Asset Management reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 78.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 30,175 shares of the healthcare conglomerate's stock after selling 110,552 shares during the period. OFI Invest Asset Management's holdings in UnitedHealth Group were worth $9,961,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in UNH. Brighton Jones LLC boosted its holdings in shares of UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock valued at $22,384,000 after acquiring an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock valued at $2,033,000 after acquiring an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH purchased a new stake in shares of UnitedHealth Group in the second quarter valued at about $340,000. Flow Traders U.S. LLC purchased a new stake in shares of UnitedHealth Group in the second quarter valued at about $356,000. Finally, Jump Financial LLC acquired a new stake in shares of UnitedHealth Group in the second quarter valued at about $377,000. Hedge funds and other institutional investors own 87.86% of the company's stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: CMS raised Medicare Advantage rates more than expected, which analysts say could add meaningful revenue and operating profit for insurers and helped spark the recent multi‑day rally in UNH. UnitedHealth Could Reprice Soon: The Catalyst Is Here
• Positive Sentiment: Market reaction to the CMS decision drove a sharp jump in UNH shares and prompted positive analyst re‑ratings and momentum in estimates. UnitedHealth (UNH) Soars 9.37% on Medicare Reimbursement Rate Jump
• Positive Sentiment: Sanford C. Bernstein raised its UNH price target to $411 and other houses (including HSBC) issued friendlier views/upgrades, supporting the stock's lift. Sanford C. Bernstein Boosts UnitedHealth Group Price Target to $411.00
• Neutral Sentiment: Zacks and other outlets note heightened investor attention and inclusion in top‑stock lists — useful for flows and visibility but not a direct earnings driver. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Estimate revisions are slightly constructive (some houses nudging FY forecasts higher), but consensus still reflects mixed views on 2026/27 margins. The Zacks Analyst Blog Highlights Procter & Gamble, Toyota Motor, UnitedHealth...
• Negative Sentiment: Several analysts and commentators warn the Medicare Advantage bump may be partially priced in and that upcoming earnings (and ongoing medical‑cost/margin pressures) could reverse gains. Expect volatility into the report. UnitedHealth Stock Jumps on Better‑Than‑Expected Medicare Advantage Rates. Here's Why the Rally Might Be Short‑Lived
• Negative Sentiment: Critical takes argue the CMS move doesn’t eliminate downside risks (policy/regulatory uncertainty, higher medical costs); a skeptical piece cautions investors not to over‑react. UnitedHealth Group: Don't Drink The CMS Kool‑Aid

Analyst Ratings Changes

Several brokerages recently commented on UNH. HSBC upgraded shares of UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 price objective for the company in a research note on Tuesday. Wells Fargo & Company reduced their price objective on shares of UnitedHealth Group from $400.00 to $370.00 and set an "overweight" rating for the company in a research note on Friday, January 30th. Oppenheimer reduced their price objective on shares of UnitedHealth Group from $415.00 to $385.00 and set an "outperform" rating for the company in a research note on Wednesday, January 28th. Morgan Stanley reduced their price objective on shares of UnitedHealth Group from $411.00 to $409.00 and set an "overweight" rating for the company in a research note on Friday, January 23rd. Finally, Barclays cut their target price 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. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $363.42.

UnitedHealth Group Stock Performance

Shares of UNH opened at $307.09 on Friday. The company has a 50-day moving average of $282.66 and a two-hundred day moving average of $318.87. 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 has a market cap of $278.74 billion, a P/E ratio of 23.28, a PEG 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.

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

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group's payout ratio is currently 67.02%.

UnitedHealth Group 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.

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