Third View Private Wealth LLC Takes Position in UnitedHealth Group Incorporated $UNH

Key Points

• Third View Private Wealth LLC bought a new stake of 4,336 UNH shares in Q4 valued at about $1.43 million, while roughly 87.86% of UnitedHealth stock is held by hedge funds and other institutional investors.
• A Medicare Advantage rate increase recently lifted sentiment and sparked about an 8% rally, prompting some analysts to raise targets, but UnitedHealth also announced pullbacks in 16 states and faces lingering margin and trust concerns.
• UnitedHealth slightly beat Q results ($2.11 EPS vs. $2.09 expected) with revenue up 12.3% to $113.73 billion; the stock trades near $313, has a market cap of ~$284 billion, and carries an average analyst rating of "Moderate Buy" with a $363.42 target.

Third View Private Wealth LLC bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 4,336 shares of the healthcare conglomerate's stock, valued at approximately $1,431,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Beacon Financial Strategies CORP purchased a new stake in shares of UnitedHealth Group during the fourth quarter worth $26,000. Foster Dykema Cabot & Partners LLC increased its holdings in UnitedHealth Group by 69.4% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate's stock worth $29,000 after buying an additional 34 shares during the last quarter. 1248 Management LLC acquired a new position in UnitedHealth Group in the third quarter worth approximately $29,000. Holos Integrated Wealth LLC acquired a new position in UnitedHealth Group in the fourth quarter worth approximately $29,000. Finally, Hurley Capital LLC increased its holdings in UnitedHealth Group by 81.6% in the third quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate's stock worth $31,000 after buying an additional 40 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Key UnitedHealth Group News

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

• Positive Sentiment: Medicare Advantage rate increase lifted sentiment and earlier sparked an ~8% rally, reinforcing revenue tailwinds for UnitedHealthcare’s MA business and supporting near-term earnings outlook. UnitedHealth (UNH) Stock Soars 8% on Medicare Advantage Rate Increase – Can Momentum Last?
• Positive Sentiment: BofA raised its price target on UNH (while keeping a Neutral rating), a signal that some sell-side analysts see more upside from improving fundamentals and the Medicare Advantage developments. Analyst support can help sustain buying interest. Analyst Raises Price Target on UnitedHealth Group (UNH), Keeps ‘Neutral’ Rating
• Positive Sentiment: Macro/sector rotation stories are lifting healthcare names; commentary suggesting UnitedHealth is a durable value play has attracted buy-side interest amid the recent pullback in the sector. The Great Rotation: Buy This Sector Before It Comes Back in Style
• Neutral Sentiment: Patient Capital Management’s Q1 letter says it remains committed to its UNH thesis despite short-term underperformance — a sign of continued institutional conviction but not an immediate catalyst. Patient Opportunity Equity Strategy Remains Firm on Its Thesis for UnitedHealth Group (UNH)
• Neutral Sentiment: Recent headlines noting UNH “outperformed the broader market” merely reflect the stock’s positive reaction to the items above; they summarize market moves but don’t add new fundamental information. UnitedHealth Group (UNH) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: UnitedHealth announced pullbacks in 16 states after finding some Medicare Advantage plans unprofitable — this highlights execution risk and near-term membership/earnings volatility in the MA channel. Market Crash: This Dividend Stock Becomes a No-Brainer Buy at a Discount
• Negative Sentiment: Analysis noting a “broken trust” and a temporary margin reset underscores lingering investor concerns after guidance withdrawal; valuation still reflects uncertainty until margins and guidance are fully restored. UnitedHealth: Trust Is Broken - But The Model Isn't

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of research reports. Mizuho dropped their price objective on UnitedHealth Group from $430.00 to $350.00 and set an "outperform" rating on the stock in a report on Thursday, February 5th. Royal Bank Of Canada dropped their price objective on UnitedHealth Group from $408.00 to $361.00 and set an "outperform" rating on the stock in a report on Wednesday, January 28th. UBS Group decreased their target price on UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating for the company in a research report on Wednesday, January 28th. Morgan Stanley decreased their target price on UnitedHealth Group from $411.00 to $409.00 and set an "overweight" rating for the company in a research report on Friday, January 23rd. Finally, Jefferies Financial Group decreased their target price on UnitedHealth Group from $418.00 to $340.00 and set a "buy" rating for the company in a research report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, UnitedHealth Group presently has an average rating of "Moderate Buy" and an average target price of $363.42.

UnitedHealth Group Stock Up 2.9%

Shares of UnitedHealth Group stock opened at $313.20 on Tuesday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $595.63. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. The stock has a market capitalization of $284.29 billion, a P/E ratio of 23.75, a PEG ratio of 1.40 and a beta of 0.40. The stock has a 50 day moving average price of $283.56 and a two-hundred day moving average price of $317.94.

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 the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The company had revenue of $113.73 billion during the quarter, compared to analysts' expectations of $113.38 billion. During the same period in the prior year, the business earned $6.81 earnings per share. UnitedHealth Group's revenue for the quarter was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

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 $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group's dividend 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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