Granite Investment Partners LLC Decreases Position in UnitedHealth Group Incorporated $UNH

Granite Investment Partners LLC cut its position in UnitedHealth Group Incorporated (NYSE:UNH) by 26.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 9,258 shares of the healthcare conglomerate’s stock after selling 3,397 shares during the period. Granite Investment Partners LLC’s holdings in UnitedHealth Group were worth $3,197,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of UNH. LFA Lugano Financial Advisors SA purchased a new stake in shares of UnitedHealth Group during the 2nd quarter worth about $25,000. Sagard Holdings Management Inc. acquired a new stake in UnitedHealth Group in the second quarter valued at $29,000. Islay Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the second quarter worth $31,000. Cloud Capital Management LLC acquired a new stake in shares of UnitedHealth Group in the third quarter valued at about $32,000. Finally, Grey Fox Wealth Advisors LLC acquired a new position in shares of UnitedHealth Group during the 3rd quarter worth $33,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently weighed in on UNH shares. TD Cowen boosted their target price on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research note on Thursday, October 30th. Royal Bank Of Canada decreased their target price on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Truist Financial reduced their price target on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. Morgan Stanley reduced their target price on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research report on Friday, January 23rd. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group presently 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: Industry report highlights growth opportunities for healthcare finance solutions and names UnitedHealth/Optum among leaders, supporting long‑term TAM expansion in digital financing, AI automation and outpatient care — a potential positive for Optum’s growth profile and valuation. Healthcare Finance Solutions Industry Report 2026-2035
• Neutral Sentiment: Valuation analysis notes prolonged share‑price weakness across multiple timeframes while emphasizing UnitedHealth’s scale (roughly $447.6B revenue, ~$12.1B net income cited) — useful context for value investors but not an immediate catalyst. A Look At UnitedHealth Group’s Valuation After Prolonged Share Price Weakness
• Negative Sentiment: Analysts have lowered expectations after management’s weak guidance following the January results; coverage notes roughly a double‑digit YTD pullback and lowered forecasts, which is pressuring the stock near current levels. This is the primary near‑term negative driver for UNH. Analysts Lower Expectations for UnitedHealth (UNH) Following Weak Guidance Analysts Lower Expectations (InsiderMonkey)
• Negative Sentiment: Market note: coverage highlighting that UNH “dips more than the broader market” and recent daily declines amplify short‑term selling pressure as investors digest guidance and lower analyst estimates. UnitedHealth Group (UNH) Dips More Than Broader Market

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $282.23 on Tuesday. The company has a market capitalization of $255.65 billion, a price-to-earnings ratio of 21.40, a PEG ratio of 1.33 and a beta of 0.41. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The business has a 50-day moving average of $315.66 and a 200-day moving average of $325.57. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. The firm had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm’s revenue was up 12.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

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.