World Equity Group Inc. Takes $954,000 Position in UnitedHealth Group Incorporated $UNH

World Equity Group Inc. bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm bought 2,755 shares of the healthcare conglomerate’s stock, valued at approximately $954,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank bought a new position in UnitedHealth Group during the 2nd quarter worth about $3,837,207,000. Berkshire Hathaway Inc acquired a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $1,572,193,000. Dodge & Cox boosted its holdings in UnitedHealth Group by 117.7% during the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares during the last quarter. Lone Pine Capital LLC acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth about $528,273,000. Finally, Amundi increased its position in shares of UnitedHealth Group by 33.8% in the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after acquiring an additional 1,565,245 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. Barclays boosted their price target on UnitedHealth Group from $386.00 to $391.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Royal Bank Of Canada upped their price target on shares of UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. Leerink Partners set a $410.00 price objective on shares of UnitedHealth Group and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. The Goldman Sachs Group initiated coverage on UnitedHealth Group in a report on Tuesday, October 14th. They set a “buy” rating and a $406.00 price target for the company. Finally, Mizuho raised their price objective on UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research report on Thursday, October 9th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average target price of $385.75.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $343.83 on Friday. The business’s 50 day moving average is $329.51 and its 200-day moving average is $321.09. The firm has a market cap of $311.46 billion, a P/E ratio of 17.95, a price-to-earnings-growth ratio of 2.09 and a beta of 0.42. 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 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data 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 firm had revenue of $113.16 billion for 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 company’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same period in the prior year, the firm posted $7.15 EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were given a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Key UnitedHealth Group News

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

• Positive Sentiment: Evercore analysts upgraded UnitedHealth to a “strong-buy,” signaling confidence in 2026 growth and supporting near-term upside for the stock. Evercore Analysts Love UnitedHealth Stock for 2026. Should You Buy UNH Here?
• Positive Sentiment: Bernstein raised its price target to $444 (from $440) and kept an Outperform rating, which supports higher valuation expectations for UNH. Bernstein Lifts PT on UnitedHealth Group (UNH) to $444 From $440
• Positive Sentiment: Barclays bumped its target to $391 and kept an Overweight rating, citing managed-care margin recovery that could lift UNH in 2026. UnitedHealth (UNH) Poised to Benefit as Investor Focus Shifts Away From AI, Says Barclays
• Positive Sentiment: Evercore ISI’s upgrade earlier in the week drove a short-term bounce (shares were reported up ~2% on the call), reinforcing analyst conviction that could attract flow into UNH. Zacks / Evercore ISI upgrade reporting
• Neutral Sentiment: The healthcare sector’s rebound and ETF inflows (e.g., Vanguard Health Care ETF) are creating a supportive backdrop for UNH as investors rotate into under-owned healthcare names. This ETF Is Proof That the Healthcare Rebound Is Real
• Neutral Sentiment: Coverage pieces note rising analyst confidence is changing UNH’s investment story—more upgrades and target lifts can reduce short-term volatility but also price in expectations. How Rising Analyst Confidence At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Negative Sentiment: An explanatory piece outlines factors that have recently hit UnitedHealth’s performance (operational or market pressures referenced), which helps explain why shares are softer despite bullish analyst action. Here’s What Hit UnitedHealth Group’s (UNH) Performance

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.