M&G PLC Has $302.12 Million Stock Position in UnitedHealth Group Incorporated $UNH

M&G PLC raised its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 0.6% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 875,713 shares of the healthcare conglomerate’s stock after acquiring an additional 4,951 shares during the quarter. UnitedHealth Group accounts for approximately 1.6% of M&G PLC’s investment portfolio, making the stock its 10th largest holding. M&G PLC’s holdings in UnitedHealth Group were worth $302,121,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of UNH. North Capital Inc. increased its stake in UnitedHealth Group by 16.2% in the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after acquiring an additional 27 shares during the last quarter. Sunflower Bank N.A. boosted its stake in shares of UnitedHealth Group by 1.5% in the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after purchasing an additional 28 shares in the last quarter. Axis Wealth Partners LLC boosted its position in UnitedHealth Group by 1.7% during the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after buying an additional 28 shares during the period. Abound Wealth Management lifted its stake in shares of UnitedHealth Group by 13.5% in the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock valued at $84,000 after acquiring an additional 29 shares during the last quarter. Finally, Auxano Advisors LLC grew its position in UnitedHealth Group by 3.4% during the 3rd quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock worth $333,000 after acquiring an additional 32 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on UNH shares. Mizuho decreased their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research note on Thursday, February 5th. Jefferies Financial Group lowered their price target on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Truist Financial reduced their target price 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. Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Finally, JPMorgan Chase & Co. cut their target price on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd. 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’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group News Summary

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 Price Performance

Shares of UNH opened at $293.33 on Monday. 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’s 50-day simple moving average is $320.91 and its two-hundred day simple moving average is $323.71. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The stock has a market cap of $265.71 billion, a PE ratio of 22.24, a price-to-earnings-growth ratio of 1.35 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter last year, the company earned $6.81 EPS. The firm’s revenue for the quarter was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share 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.