Pursue Wealth Partners LLC Cuts Position in UnitedHealth Group Incorporated $UNH

Pursue Wealth Partners LLC decreased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 54.9% in the 3rd quarter, Holdings Channel reports. The firm owned 3,872 shares of the healthcare conglomerate’s stock after selling 4,709 shares during the quarter. Pursue Wealth Partners LLC’s holdings in UnitedHealth Group were worth $1,337,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. LFA Lugano Financial Advisors SA purchased a new position in UnitedHealth Group in the 2nd quarter valued at approximately $25,000. Sagard Holdings Management Inc. purchased a new position in shares of UnitedHealth Group in the second quarter valued at $29,000. Cloud Capital Management LLC purchased a new stake in shares of UnitedHealth Group in the 3rd quarter worth about $32,000. Grey Fox Wealth Advisors LLC acquired a new position in UnitedHealth Group during the third quarter worth about $33,000. Finally, Islay Capital Management LLC purchased a new stake in UnitedHealth Group in the 2nd quarter valued at approximately $31,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Trading Up 3.2%

NYSE UNH opened at $293.33 on Friday. The company’s 50 day moving average price is $320.91 and its 200 day moving average price is $323.31. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. The firm has a market capitalization of $265.71 billion, a price-to-earnings ratio of 22.24, a PEG ratio of 1.35 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS 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 $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. During the same period last year, the company posted $6.81 earnings per share. The firm’s 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, sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the company. Barclays dropped their price objective on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Jefferies Financial Group reduced their price objective on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Truist Financial cut their price target on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a report on Monday, February 2nd. UBS Group dropped their target price on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Finally, Evercore upgraded shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $372.13.

Key UnitedHealth Group News

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

• Positive Sentiment: Positive analyst revisions and forecasts — Zacks lifted several near‑term EPS estimates (notably Q1 2026) and issued a more constructive earnings outlook for FY2026/2027, supporting the view that earnings could rebound despite recent volatility. Zacks Research Issues Positive Forecast for UNH Earnings
• Positive Sentiment: Business strength from Optum expansion — coverage highlights that Optum continues to expand its services and platform, which supports UnitedHealth’s long‑term growth thesis and helps explain why some investors are buying the dip. UnitedHealth Group Incorporated (UNH) Strengthens Healthcare Platform Through Optum Expansion
• Neutral Sentiment: Mizuho trims price target but keeps Outperform — the firm cut its UNH target to $350 (from $430) after Q4 results but retained an Outperform rating, a mixed signal that reduces upside expectations but leaves institutional conviction intact. Mizuho Lowers UnitedHealth Group Incorporated (UNH) Target to $350, Maintains Outperform Rating
• Negative Sentiment: Ongoing policy and cost worries — coverage warns that a flat Medicare Advantage rate outlook and elevated medical inflation could compress margins and limit premium increases, a key reason for recent selling pressure. Flat Medicare Advantage Outlook And Revenue Drop Might Change The Case For Investing In UNH
• Negative Sentiment: Fundamental caution from independent analysis — a Seeking Alpha piece re‑examines risks (medical cost inflation, government funding constraints, delayed Optum margin recovery) and argues the current valuation may already price in higher volatility. UnitedHealth: 3 Reasons Not To Buy (Revisited)
• Negative Sentiment: Market commentary questioning further downside — analysts and writers note the recent ~18% pullback over several weeks and debate whether weakness is temporary or signals deeper issues, keeping sentiment fragile. Is There More Downside To UNH Stock?

UnitedHealth Group Company 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.