UnitedHealth Group Incorporated $UNH Stake Increased by Folger Nolan Fleming Douglas Capital Management Inc.

Folger Nolan Fleming Douglas Capital Management Inc. increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 6.1% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 30,555 shares of the healthcare conglomerate’s stock after purchasing an additional 1,757 shares during the period. UnitedHealth Group accounts for about 1.1% of Folger Nolan Fleming Douglas Capital Management Inc.’s investment portfolio, making the stock its 24th biggest holding. Folger Nolan Fleming Douglas Capital Management Inc.’s holdings in UnitedHealth Group were worth $10,551,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in UNH. Geode Capital Management LLC lifted its position in shares of UnitedHealth Group by 3.3% in the 2nd quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock worth $6,624,411,000 after buying an additional 675,075 shares during the last quarter. Norges Bank bought a new position in shares of UnitedHealth Group during the second quarter valued at approximately $3,837,207,000. Dodge & Cox lifted its holdings in shares of UnitedHealth Group by 117.7% in the 2nd 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. Charles Schwab Investment Management Inc. increased its position in UnitedHealth Group by 6.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock worth $2,340,346,000 after buying an additional 432,084 shares during the period. Finally, Amundi boosted its holdings in shares of UnitedHealth Group by 33.8% during 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 period. 87.86% of the stock is currently owned by institutional investors.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Several major firms trimmed price targets but kept bullish ratings (buy/outperform), which helps stem the panic and supports a bounce as investors consider the pullback a buying opportunity. Analyst target changes
• Positive Sentiment: Media and retail-investor coverage framing the sell-off as a buy-the-dip moment (contrarian pieces and “bounce back” stories) is drawing short-term buying interest. Why UnitedHealth Group Stock Just Bounced Back
• Neutral Sentiment: Q4 results: UNH slightly beat EPS (driven by Optum Rx and other segments) but missed revenue by a small margin; management reiterated turnaround actions and provided FY2026 EPS guidance. This mixed fundamental print is keeping longer?term investors evaluating the recovery timeline. Company press release
• Neutral Sentiment: Company guidance and commentary: Reuters and others note management expects 2026 adjusted profit roughly in line with or slightly above estimates while pursuing cost controls — a mixed signal for revenue growth vs. margin improvement. Reuters profit outlook
• Negative Sentiment: Regulatory shock: a Trump administration/CMS proposal to keep Medicare Advantage payments much lower than expected triggered the initial sharp sell-off — this directly pressures UNH’s Medicare business and drove the large multi?day decline. Medicare rates story
• Negative Sentiment: Soft 2026 revenue guidance and one?time charges: management flagged a roughly 2% revenue decline for 2026 (first in decades) and absorbed a ~$1.6B restructuring hit, which undermines near?term earnings power and prompted analyst target cuts. Forbes analysis
• Negative Sentiment: Political scrutiny / insider trades: reports that some politicians sold UNH ahead of the crash have added reputational and regulatory uncertainty, intensifying the sell pressure while the story unfolds. Politician trades

UnitedHealth Group Stock Performance

NYSE:UNH opened at $294.08 on Thursday. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. The company has a 50-day moving average of $331.78 and a 200-day moving average of $323.60. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The firm has a market cap of $266.39 billion, a price-to-earnings ratio of 15.35, a price-to-earnings-growth ratio of 1.69 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.22 billion during the quarter, compared to analysts’ expectations of $113.38 billion. During the same period last year, the firm posted $6.81 earnings per share. The firm’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. Analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were given a $2.21 dividend. The ex-dividend date was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.0%. UnitedHealth Group’s dividend payout ratio (DPR) is 46.14%.

Analysts Set New Price Targets

UNH has been the topic of several recent research reports. Leerink Partners cut their price objective on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research report on Wednesday. UBS Group reduced their price objective on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research report on Wednesday. Barclays lifted their target price on UnitedHealth Group from $386.00 to $391.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $380.67.

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.