CCM Investment Advisers LLC Has $490,000 Holdings in UnitedHealth Group Incorporated $UNH

CCM Investment Advisers LLC reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 83.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,420 shares of the healthcare conglomerate’s stock after selling 6,996 shares during the quarter. CCM Investment Advisers LLC’s holdings in UnitedHealth Group were worth $490,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of UNH. LFA Lugano Financial Advisors SA acquired a new position in shares of UnitedHealth Group during the second quarter valued at $25,000. Bayforest Capital Ltd lifted 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 valued at $29,000 after purchasing an additional 48 shares during the period. Sagard Holdings Management Inc. bought a new stake in shares of UnitedHealth Group during the second quarter worth approximately $29,000. Islay Capital Management LLC acquired a new position in UnitedHealth Group in the second quarter valued at approximately $31,000. Finally, Riggs Asset Managment Co. Inc. grew its holdings 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 worth $33,000 after acquiring an additional 43 shares during the period. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group News Roundup

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 Stock Down 0.2%

Shares of UNH stock opened at $327.41 on Friday. The company has a market capitalization of $296.58 billion, a price-to-earnings ratio of 17.09, a P/E/G ratio of 2.13 and a beta of 0.43. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The firm has a fifty day moving average of $336.81 and a 200-day moving average of $318.19. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.87 by $0.05. The firm 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%.The company’s revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $7.15 EPS. As a group, equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Analyst Ratings Changes

A number of brokerages recently commented on UNH. JPMorgan Chase & Co. lifted their price objective on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research note on Thursday, October 9th. Barclays boosted their target price on UnitedHealth Group from $352.00 to $386.00 and gave the stock an “overweight” rating in a research report on Thursday, October 9th. Mizuho lifted their price objective on shares of UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research note on Thursday, October 9th. TD Cowen upped their target price on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research note on Thursday, October 30th. Finally, Piper Sandler decreased their price target on shares of UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a report on Tuesday, October 28th. Seventeen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of “Hold” and an average target price 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.