UnitedHealth Group Incorporated $UNH Position Cut by Central Bank & Trust Co.

Central Bank & Trust Co. lessened its position in UnitedHealth Group Incorporated (NYSE:UNH) by 18.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,706 shares of the healthcare conglomerate’s stock after selling 2,393 shares during the period. Central Bank & Trust Co.’s holdings in UnitedHealth Group were worth $3,697,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the company. LFA Lugano Financial Advisors SA bought a new position in UnitedHealth Group in the 2nd quarter worth approximately $25,000. Bayforest Capital Ltd boosted its position in UnitedHealth Group by 685.7% during the 1st quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock worth $29,000 after acquiring an additional 48 shares during the period. Sagard Holdings Management Inc. acquired a new position in shares of UnitedHealth Group during the second quarter valued at $29,000. Islay Capital Management LLC acquired a new stake in UnitedHealth Group in the second quarter worth about $31,000. Finally, Riggs Asset Managment Co. Inc. increased its stake in UnitedHealth Group by 69.4% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after buying an additional 43 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth published external reviews and made previously internal audit findings public as part of a transparency push — a governance move that could restore stakeholder trust over time and reduce regulatory risk. UnitedHealth Published External Reviews as Part of Transparency Push
• Positive Sentiment: Management released 23 action plans from an independent audit and committed to complete implementation by end of March, showing a clear remediation timeline that investors can monitor. This reduces execution uncertainty if plans are delivered. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Positive Sentiment: Analysts and outlets are pitching UNH as an attractive dividend/long-term buy for 2026 given scale and cash flow, which could draw income-focused buyers despite near-term volatility. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?
• Neutral Sentiment: Reuters reports the company will standardize and automate processes in its health services and pharmacy units — likely to improve efficiency long term but may cause near-term implementation costs. UnitedHealth pledges operational changes after external audits
• Neutral Sentiment: Coverage is reframing UNH’s trajectory as “back to basics” for 2026 and re-evaluating valuation after a steep multi-quarter decline — helpful context but not immediate catalysts. How UnitedHealth will be getting ‘back to basics’ in 2026
• Neutral Sentiment: Analyst writeups and comparison pieces (e.g., UNH vs. Eli Lilly) are prompting renewed investor debate on whether UNH’s pullback creates a buying opportunity or signals deeper secular concerns. Better Buy in 2026: UnitedHealth Group or Eli Lilly?
• Neutral Sentiment: Recent Chinese-language market updates and stock-commentary pieces summarize analyst views and outlooks ahead of year-end — useful for sentiment tracking but not new catalysts. UnitedHealth Group (UNH) Stock Update: Insights and Analyst Predictions Ahead of December 18, 2025 UNH Stock’s Transition From Stability To Growth
• Negative Sentiment: Patient backlash and the breadth of issues revealed by audits have hurt sentiment and could invite closer regulatory scrutiny or legal risk, pressuring the stock near term. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Negative Sentiment: UNH has endured a steep 2025 drawdown (~35% YTD), prompting valuation re‑ratings and increased volatility — a macro reason some investors are selling rather than buying the remediation story. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?

UnitedHealth Group Trading Down 0.2%

UnitedHealth Group stock opened at $327.41 on Friday. The company has a 50 day moving average price of $336.81 and a 200 day moving average price of $318.07. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The firm has a market capitalization of $296.58 billion, a price-to-earnings ratio of 17.09, a P/E/G ratio of 2.14 and a beta of 0.43.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping the consensus estimate of $2.87 by $0.05. The business had revenue of $113.16 billion during the quarter, compared to analysts’ expectations of $113.19 billion. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.UnitedHealth Group’s revenue was up 12.2% compared to the same quarter last year. During the same quarter last year, the firm posted $7.15 earnings per share. Research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is 46.14%.

Analysts Set New Price Targets

UNH has been the topic of a number of research analyst reports. Royal Bank Of Canada raised their price objective on shares of UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a research note on Wednesday, October 29th. KeyCorp boosted their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 8th. TD Cowen lifted their target price on UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a report on Thursday, October 30th. Jefferies Financial Group upped their price target on shares of UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a report on Friday, October 17th. Finally, JPMorgan Chase & Co. boosted their target price on shares of UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a report on Thursday, October 9th. Seventeen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, UnitedHealth Group has a consensus rating of “Hold” and a consensus price target of $385.54.

About UnitedHealth Group

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.