Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Humana Inc. $HUM Shares Purchased by VIRGINIA RETIREMENT SYSTEMS ET Al
VIRGINIA RETIREMENT SYSTEMS ET Al significantly increased its stake in Humana Inc. (NYSE:HUM) by 63.8% in the third quarter, now owning 188,664 shares valued at approximately $49.1 million. Humana exceeded Q3 earnings estimates with $3.24 EPS and reported $32.65 billion in revenue, an 11.1% year-over-year increase. Despite analyst consensus being a "Hold" rating with an average target price of $294.32, the company declared a quarterly dividend of $0.885 per share.
Dec 31, 2025 • MarketBeat
BULLISH
UnitedHealth Group Incorporated $UNH Shares Bought by Generate Investment Management Ltd
Generate Investment Management Ltd increased its stake in UnitedHealth Group Incorporated (UNH) by 5.5% during the third quarter, acquiring an additional 7,486 shares to own a total of 142,486 shares worth $49.2 million. The healthcare conglomerate also saw increased positions from other institutional investors and hedge funds, collectively owning 87.86% of the company's stock. UnitedHealth Group reported strong third-quarter earnings, exceeding analyst estimates, and announced a quarterly dividend of $2.21 per share.
Dec 31, 2025 • Defense World
NEUTRAL
Ascent Group LLC Cuts Stake in Schwab U.S. Aggregate Bond ETF $SCHZ
Ascent Group LLC has reduced its position in the Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 52.6% during the third quarter, divesting 372,777 shares. The fund now holds 335,703 shares of SCHZ, valued at approximately $7,879,000. Other hedge funds like Brighton Jones LLC, AQR Capital Management LLC, and Pinnacle Family Advisors LLC have also adjusted their holdings in the ETF.
Dec 31, 2025 • MarketBeat
BULLISH
UnitedHealth Group Incorporated $UNH Shares Bought by Ascent Group LLC
Ascent Group LLC increased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 37.4% in the third quarter. Several other hedge funds also adjusted their holdings in the healthcare conglomerate, with institutional investors owning 87.86% of the stock. Analysts currently have an average "Hold" rating on UNH with a consensus price target of $385.54.
Dec 30, 2025 • ts2.tech
NEUTRAL
Lululemon stock slips today as founder Chip Wilson launches proxy fight over board shake-up
Lululemon's stock slipped after founder Chip Wilson initiated a proxy fight to reshape the board amidst a CEO transition and declining share value. Wilson nominated three new board members and proposes declassifying the board, while the company plans to review the nominations ahead of its 2026 annual meeting. This challenge follows a significant drop in Lululemon's stock value in 2025 and increased activist pressure.
Dec 30, 2025 • The Business Journals
NEUTRAL
2026 People to Watch: Stephen Hemsley, UnitedHealth Group Inc.
Stephen Hemsley has returned to lead UnitedHealth Group after its stock plummeted and it missed earnings expectations. He faces the challenge of steering the healthcare giant through federal investigations and rising costs in 2026. Hemsley previously served as CEO from 2006 to 2017.