Lee Financial Co. initiated a new position in UnitedHealth Group during the third quarter, acquiring 3,390 shares valued at approximately $1.17 million, according to its latest 13F filing. Brighton Jones LLC more than doubled its stake, boosting holdings by 176.2% to 44,249 shares (worth $22.38 million) with an incremental purchase of 28,231 shares in the fourth quarter. Revolve Wealth Partners followed suit, adding 2,324 shares for a 137.1% increase to 4,019 shares, now valued at $2.03 million. Meanwhile, CMT Capital Markets Trading GmbH established a new position in the second quarter with a $340,000 investment, and Patriot Financial Group Insurance Agency grew its exposure by 42.5% to 5,312 shares ($1.66 million). Overall, hedge funds and other institutions now control 87.86% of UnitedHealth Group’s outstanding shares, underscoring broad confidence in the company’s long-term outlook.

Several Wall Street firms have revised their recommendations on UnitedHealth Group in recent weeks. Jefferies Financial Group trimmed its target from $418 to $340 while maintaining a Buy rating, reflecting concerns over valuation. Zacks Research upgraded the company from Strong Sell to Hold on October 6th, citing stabilization in near-term fundamentals. TD Cowen modestly raised its target from $335 to $338 with a Hold stance on October 30th, noting resilient cash flows. Oppenheimer reduced its objective from $415 to $385 but reaffirmed an Outperform rating, pointing to attractive risk-reward given the pending Medicare Advantage enrollment season. Collectively, one analyst rates the stock as Strong Buy, seventeen as Buy, nine as Hold and two as Sell, yielding an average consensus of Moderate Buy.

In its January 27th release, UnitedHealth Group reported fourth-quarter EPS of $2.11, beating consensus by $0.02, and revenues of $113.22 billion, roughly flat with expectations. Net margin stood at 2.69%, while return on equity reached 14.79%. Year-over-year revenue growth was 12.3%, driven by Optum’s pharmacy and data services, and UnitedHealthcare’s employer-sponsored plan expansions. The company reaffirmed guidance for fiscal 2026 EPS in the range of $17.75, implying low double-digit growth on a normalized basis. Management highlighted disciplined expense control and continued momentum in value-based care initiatives as key drivers for sustaining margin expansion throughout the year.