UnitedHealth Group Incorporated $UNH Shares Sold by BankPlus Trust Department

BankPlus Trust Department decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 72.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 748 shares of the healthcare conglomerate’s stock after selling 1,945 shares during the period. BankPlus Trust Department’s holdings in UnitedHealth Group were worth $258,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in UNH. Murphy Pohlad Asset Management LLC lifted its position in shares of UnitedHealth Group by 21.8% during the 2nd quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock worth $1,380,000 after purchasing an additional 791 shares during the last quarter. Carnegie Investment Counsel increased its position in UnitedHealth Group by 2.2% in the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after buying an additional 2,316 shares during the period. Berkshire Hathaway Inc bought a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $1,572,193,000. Triumph Capital Management bought a new position in UnitedHealth Group during the second quarter worth $1,324,000. Finally, Wealth Effects LLC raised its stake in UnitedHealth Group by 14.4% during the 2nd quarter. Wealth Effects LLC now owns 4,688 shares of the healthcare conglomerate’s stock valued at $1,463,000 after purchasing an additional 591 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Stock Performance

NYSE UNH opened at $331.76 on Friday. The firm has a market cap of $300.52 billion, a price-to-earnings ratio of 17.32, a PEG ratio of 2.16 and a beta of 0.43. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The company has a 50 day moving average of $333.71 and a 200-day moving average of $319.10.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating 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 business’s revenue was up 12.2% on a year-over-year basis. During the same period last year, the firm posted $7.15 EPS. On average, equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

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

UnitedHealth Group News Summary

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

• Positive Sentiment: AI-driven cost initiatives — UnitedHealth is pushing AI to cut administrative waste, speed claims/approvals and protect margins, which investors see as a clear efficiency and profit-margin catalyst if execution succeeds. AI Takes Center Stage at UNH: Will It Fix Administrative Waste?
• Positive Sentiment: Sector rotation into healthcare — analysts/narratives note money moving into healthcare as interest-rate dynamics shift, benefiting large, cash-generative insurers like UnitedHealth. This broader flow helps demand for UNH shares. Sector Rotation: 2 Smart Money Moves for 2026 (UNH)
• Positive Sentiment: Minor institutional buying — Carnegie Investment Counsel modestly increased its UNH stake in Q3, a small endorsement from a professional manager that can marginally support sentiment. UnitedHealth Group Incorporated $UNH Shares Bought by Carnegie Investment Counsel
• Neutral Sentiment: Short-term technical rebound — recent session coverage notes UNH outperformed the market and broke a multi-session losing streak, which can attract momentum traders but is not necessarily a fundamental shift. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Analyst commentary after rebound — media/analyst pieces are weighing what comes next for UNH; these add context and volatility but so far offer mixed near-term directional signals. What’s next for UnitedHealth stock (UNH) after the recent rebound? Analysts weigh in

Analyst Upgrades and Downgrades

UNH has been the topic of several research reports. Royal Bank Of Canada boosted their price objective on shares of UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a report on Wednesday, October 29th. TD Cowen upped their price target on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. The Goldman Sachs Group started coverage on UnitedHealth Group in a report on Tuesday, October 14th. They set a “buy” rating and a $406.00 price objective on the stock. Truist Financial raised their target price on UnitedHealth Group from $310.00 to $365.00 and gave the stock a “buy” rating in a research report on Tuesday, September 9th. Finally, Sanford C. Bernstein boosted their price target on shares of UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Seventeen analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group presently has an average rating of “Hold” and an average target price of $385.54.

UnitedHealth Group Company Profile

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.