QRG Capital Management Inc. Lowers Holdings in UnitedHealth Group Incorporated $UNH

17 Jan 2026, 08:06 by Doug Wharley · The Cerbat Gem

QRG Capital Management Inc. lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 27.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 97,305 shares of the healthcare conglomerate’s stock after selling 37,602 shares during the quarter. QRG Capital Management Inc.’s holdings in UnitedHealth Group were worth $33,599,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in the company. LFA Lugano Financial Advisors SA purchased a new position in shares of UnitedHealth Group in the second quarter worth $25,000. Sagard Holdings Management Inc. bought a new stake in shares of UnitedHealth Group in the second quarter worth approximately $29,000. Islay Capital Management LLC bought a new stake in UnitedHealth Group in the 2nd quarter worth approximately $31,000. Riggs Asset Managment Co. Inc. increased its position in UnitedHealth Group by 69.4% during the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after acquiring an additional 43 shares during the last quarter. Finally, Kilter Group LLC purchased a new position in shares of UnitedHealth Group in the second quarter worth approximately $34,000. Institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on UNH. Bank of America raised their target price on UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Jefferies Financial Group raised their target price on shares of UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a research note on Friday, October 17th. Deutsche Bank Aktiengesellschaft downgraded shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price for the company. in a report on Wednesday, October 29th. Evercore ISI raised UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Finally, Wells Fargo & Company increased their price objective on shares of UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a report on Tuesday, October 7th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $385.75.

View Our Latest Research Report on UnitedHealth Group

UnitedHealth Group Trading Down 2.3%

Shares of UNH stock opened at $331.25 on Friday. The company has a market cap of $300.06 billion, a PE ratio of 17.29, a price-to-earnings-growth ratio of 2.05 and a beta of 0.42. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. The stock’s 50 day simple moving average is $330.33 and its two-hundred day simple moving average is $322.12. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36.

UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating the consensus estimate of $2.87 by $0.05. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The company had revenue of $113.16 billion for the quarter, compared to analyst estimates of $113.19 billion. During the same quarter in the prior year, the firm posted $7.15 EPS. UnitedHealth Group’s quarterly revenue was up 12.2% compared to the same quarter last year. Research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were issued 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 2.7%. UnitedHealth Group’s payout ratio is presently 46.14%.

Key Headlines Impacting UnitedHealth Group

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

Positive Sentiment: UnitedHealth is running a six-month Medicare Advantage pilot that speeds payments by roughly 50% (sub‑15 day cycles) to help rural hospitals’ cash flow — a move that can reduce provider strain and preserve network stability. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
Positive Sentiment: Analyst coverage remains constructive and media pieces note recent outperformance; one report highlighted a recent session where UNH rose ~1.2%, reflecting pockets of upside sentiment among investors. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
Positive Sentiment: Wall Street analyst sentiment and buy-side interest are being cited as supportive factors as brokers review UNH ratings and earnings prospects. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
Positive Sentiment: Filings show a purchase by Rep. Gilbert Ray Cisneros Jr., which can be interpreted as incremental insider/institutional demand. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
Neutral Sentiment: Options flow and sentiment analyses are active (heavy trading / interest), giving insight into positioning but not a clear directional signal. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
Neutral Sentiment: Comparisons with peers (CVS, Centene) show UNH has lagged on total return over the past year but retains stronger operating margin and a more moderate P/E — a mixed fundamental picture for relative-value investors. UNH Stock vs. CVS
Neutral Sentiment: Several trend/overview pieces note UNH as a widely watched ticker; that attention increases flows but doesn’t guarantee direction. Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
Neutral Sentiment: Roundups (Dogs of the Dow) include dividend and yield context that may attract income-focused buyers, but UNH’s yield/placement vs. high-yield names is mixed. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
Negative Sentiment: Analysts and commentators flag material margin compression after a sharp rise in healthcare costs last year, which has depressed profits and is the primary near‑term concern driving selling pressure. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
Negative Sentiment: Balanced ‘checkup’ pieces outline bear-case headwinds for 2026 (costs, potential reimbursement/policy risks) that keep investors cautious despite structural scale advantages. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026. The bull and bear cases now

About UnitedHealth Group

(Free Report)

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.