Magellan Asset Management Ltd Reduces Holdings in UnitedHealth Group Incorporated $UNH

Magellan Asset Management Ltd lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 1.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 811,526 shares of the healthcare conglomerate’s stock after selling 11,341 shares during the period. UnitedHealth Group comprises 3.3% of Magellan Asset Management Ltd’s investment portfolio, making the stock its 8th biggest holding. Magellan Asset Management Ltd’s holdings in UnitedHealth Group were worth $280,220,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of UNH. Thoroughbred Financial Services LLC grew its holdings in UnitedHealth Group by 6.8% during the third quarter. Thoroughbred Financial Services LLC now owns 6,372 shares of the healthcare conglomerate’s stock worth $2,200,000 after buying an additional 404 shares in the last quarter. Palumbo Wealth Management LLC bought a new stake in shares of UnitedHealth Group in the 3rd quarter worth $1,389,000. Monetta Financial Services Inc. bought a new position in shares of UnitedHealth Group during the third quarter valued at about $1,519,000. First American Trust FSB grew its position in UnitedHealth Group by 26.9% in the 3rd quarter. First American Trust FSB now owns 2,299 shares of the healthcare conglomerate’s stock worth $794,000 after purchasing an additional 488 shares in the last quarter. Finally, Inkwell Capital LLC lifted its position in shares of UnitedHealth Group by 63.9% during the 3rd quarter. Inkwell Capital LLC now owns 6,897 shares of the healthcare conglomerate’s stock worth $2,382,000 after buying an additional 2,688 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealthcare remains a very large revenue engine — the unit’s revenues rose ~15.7% in 2025 (to roughly $345B), underlining scale and membership momentum that support long-term cash flow potential. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?
• Positive Sentiment: Longer-term market opportunity in healthcare finance solutions (digital payments, analytics, outpatient financing) could benefit Optum/UNH businesses and provide additional growth avenues beyond core insurance. Healthcare Finance Solutions Industry Report 2026-2035
• Neutral Sentiment: Analysts note UNH has underperformed the Dow over the past year but remain cautiously optimistic — implying that some investors view current weakness as a buying opportunity if cost trends normalize. Is UnitedHealth Stock Underperforming the Dow?
• Negative Sentiment: Profitability has deteriorated: adjusted operating earnings at UnitedHealthcare fell sharply (~41% decline reported), driven by elevated medical costs and lower Medicare funding — a primary reason investors are cutting multiples. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?
• Negative Sentiment: Company guidance and subsequent analyst reactions: weak guidance following Q4 results prompted analysts to lower estimates and revise outlooks, increasing downside risk to near-term EPS expectations. Analysts Lower Expectations for UnitedHealth (UNH) Following Weak Guidance
• Negative Sentiment: Share-price and valuation pressure: recent coverage highlights prolonged share weakness and valuation re-rating vs historical levels, which may keep sentiment negative until margin trends show clear improvement. A Look At UnitedHealth Group’s Valuation After Prolonged Share Price Weakness

UnitedHealth Group Stock Down 3.0%

UnitedHealth Group stock opened at $273.92 on Wednesday. The firm has a market capitalization of $248.12 billion, a price-to-earnings ratio of 20.77, a P/E/G ratio of 1.30 and a beta of 0.41. The firm has a 50 day simple moving average of $314.46 and a 200 day simple moving average of $325.73. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results 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 previous year, the business earned $6.81 earnings per share. The firm’s quarterly revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on UNH. Oppenheimer dropped their price target on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Morgan Stanley cut their price target on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a report on Friday, January 23rd. Barclays lowered their price objective on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. Truist Financial decreased their price target on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Finally, Evercore raised UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

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.