Phoenix Financial Ltd. Purchases 22,137 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Phoenix Financial Ltd. increased its stake in UnitedHealth by 111.5%, buying an additional 22,137 shares to hold 41,986 shares valued at approximately $14.282 million per its latest Form 13F filing.
• UnitedHealth posted a modest Q4 earnings beat with revenue up 12.2%, but took a $1.6 billion restructuring charge and issued weaker 2026 revenue guidance, driving negative market reaction.
• 87.86% of UNH is owned by institutional investors, and analysts carry a consensus "Moderate Buy" rating with an average target price of $386.33 amid recent price-target upgrades.

Phoenix Financial Ltd. grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 111.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 41,986 shares of the healthcare conglomerate's stock after acquiring an additional 22,137 shares during the quarter. Phoenix Financial Ltd.'s holdings in UnitedHealth Group were worth $14,282,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Geode Capital Management LLC raised its position in shares of UnitedHealth Group by 3.3% in the 2nd quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate's stock valued at $6,624,411,000 after buying an additional 675,075 shares in the last quarter. Norges Bank acquired a new position in UnitedHealth Group during the second quarter valued at approximately $3,837,207,000. Dodge & Cox boosted its position in UnitedHealth Group by 117.7% in the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate's stock valued at $2,729,912,000 after buying an additional 4,730,192 shares in the last quarter. Charles Schwab Investment Management Inc. increased its holdings in shares of UnitedHealth Group by 6.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate's stock worth $2,340,346,000 after buying an additional 432,084 shares in the last quarter. Finally, Amundi lifted its holdings in shares of UnitedHealth Group by 33.8% during the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate's stock worth $1,904,372,000 after purchasing an additional 1,565,245 shares during the period. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group Trading Down 1.1%

UNH opened at $352.32 on Tuesday. The company has a market cap of $319.15 billion, a P/E ratio of 18.39, a price-to-earnings-growth ratio of 2.15 and a beta of 0.42. The company has a fifty day moving average price of $332.71 and a two-hundred day moving average price of $323.96. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, beating analysts' consensus estimates of $2.87 by $0.05. The business had revenue of $113.16 billion during the quarter, compared to analyst estimates of $113.19 billion. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The firm's revenue was up 12.2% compared to the same quarter last year. During the same period in the previous year, the company posted $7.15 EPS. Analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were issued a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date was Monday, December 8th. UnitedHealth Group's dividend payout ratio (DPR) is currently 46.14%.

Analyst Ratings Changes

Several research analysts recently issued reports on UNH shares. Wells Fargo & Company raised their target price on UnitedHealth Group from $267.00 to $400.00 and gave the stock an "overweight" rating in a research report on Tuesday, October 7th. Weiss Ratings reaffirmed a "hold (c-)" rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. Leerink Partners set a $410.00 price target on shares of UnitedHealth Group and gave the stock an "outperform" rating in a report on Wednesday, October 29th. Mizuho upped their price objective on shares of UnitedHealth Group from $300.00 to $430.00 and gave the company an "outperform" rating in a research note on Thursday, October 9th. Finally, Bank of America boosted their target price on shares of UnitedHealth Group from $350.00 to $390.00 and gave the company a "neutral" rating in a report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $386.33.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth forecast 2026 adjusted profit slightly above analysts' estimates, signaling that initial cost-control measures may be working. Read More.
• Positive Sentiment: Analysts note UnitedHealth's decision to rebate ACA profits and other moves as strategically positive for reputation and competitive positioning. Read More.
• Neutral Sentiment: UnitedHealth posted a modest Q4 earnings beat and 12% consolidated revenue growth for 2025, showing operational resilience even as margins are pressured. Read More.
• Neutral Sentiment: The company reiterated its turnaround progress in its press release while providing updated full-year outlook metrics. Read More.
• Negative Sentiment: UnitedHealth took a $1.6 billion restructuring charge that pushed Q4 profit down to about $10 million — a large one-time hit that clouds near-term earnings. Read More.
• Negative Sentiment: The company issued weaker 2026 revenue guidance (around $439B vs. street ~$456.6B), signaling expected revenue decline and slower top-line growth next year — the main driver of today's negative reaction. Read More.
• Negative Sentiment: Regulatory/policy headwinds: the Trump administration proposed nearly flat Medicare Advantage rates for 2026, removing a key tailwind for UnitedHealthcare and prompting sector-wide selling. Read More.
• Negative Sentiment: Market reaction and trading scrutiny: shares plunged on the news and a recent trade filing by a congressman has drawn attention, adding short-term negative sentiment and volatility risk. Read More.

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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