DDD Partners LLC Raises Stock Holdings in UnitedHealth Group Incorporated $UNH

DDD Partners LLC significantly increased its stake in UnitedHealth Group (UNH) by 90.4% in the third quarter, bringing its total holdings to 43,388 shares valued at approximately $14.98 million. Despite high institutional ownership and analyst consensus for a “Moderate Buy,” concerns persist regarding Medicare Advantage rates, medical-cost inflation, and Optum’s margin recovery, leading to recent price target cuts and an 18% stock pullback. The company recently reported Q4 EPS of $2.11, beating estimates, with revenue of $113.22 billion, and analysts project FY 2026 EPS of 29.54.