UnitedHealth Group Incorporated $UNH Shares Sold by Galvin Gaustad & Stein LLC

Galvin Gaustad & Stein LLC reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 22.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 60,979 shares of the healthcare conglomerate’s stock after selling 17,934 shares during the period. UnitedHealth Group makes up about 1.7% of Galvin Gaustad & Stein LLC’s investment portfolio, making the stock its 17th largest position. Galvin Gaustad & Stein LLC’s holdings in UnitedHealth Group were worth $21,056,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Norges Bank purchased a new stake in shares of UnitedHealth Group during the second quarter valued at $3,837,207,000. Berkshire Hathaway Inc purchased a new stake in UnitedHealth Group during the second quarter valued at about $1,572,193,000. Dodge & Cox increased its position in shares of UnitedHealth Group by 117.7% in the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after acquiring an additional 4,730,192 shares in the last quarter. Lone Pine Capital LLC purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $528,273,000. Finally, Amundi raised its stake in UnitedHealth Group by 33.8% during the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after purchasing an additional 1,565,245 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Up 2.0%

UNH stock opened at $348.81 on Wednesday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company has a fifty day simple moving average of $329.71 and a 200 day simple moving average of $320.46. The firm has a market cap of $315.97 billion, a PE ratio of 18.21, a PEG ratio of 2.06 and a beta of 0.42. 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 (NYSE:UNH) last released its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.87 by $0.05. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The company had revenue of $113.16 billion during the quarter, compared to the consensus estimate of $113.19 billion. During the same quarter in the prior year, the company posted $7.15 EPS. The firm’s revenue was up 12.2% on a year-over-year basis. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is currently 46.14%.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on UNH shares. KeyCorp lifted their price target on UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a report on Wednesday, October 8th. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, October 24th. The Goldman Sachs Group began coverage on shares of UnitedHealth Group in a research report on Tuesday, October 14th. They set a “buy” rating and a $406.00 price objective on the stock. Sanford C. Bernstein lifted their target price on shares of UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Finally, Piper Sandler cut their price objective on UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a report on Tuesday, October 28th. Seventeen equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $385.75.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Evercore kept an outperform view on UNH despite elevated utilization trends, signaling that a major sell-side firm still sees upside versus peers and is comfortable with UnitedHealth’s longer-term fundamentals. UnitedHealth wins outperform at Evercore despite elevated utilization trends
• Positive Sentiment: Barclays raised its price target on UNH to $391 and kept an overweight rating, providing a fresh analyst-led valuation catalyst and suggesting ~12% upside from recent levels. Barclays raises price target on UNH
• Positive Sentiment: Retail/investor media continues to include UnitedHealth on candidate lists for long-term portfolios (e.g., Motley Fool’s picks), which can support buying interest from growth-oriented retail investors. 10 Magnificent Stocks That Can Make You Richer in 2026
• Neutral Sentiment: Sustainable Growth Advisers (SGA) reported it maintained its stake in UNH, which signals no large-scale institutional selling in that portfolio but isn’t an active bullish endorsement. SGA Global Growth Strategy Maintained Its Stake in UnitedHealth (UNH)
• Neutral Sentiment: Two recent analyses reassess UNH’s valuation after an operational overhaul and shifting expectations for earnings recovery — they highlight that much depends on upcoming Q4 results and 2026 guidance, making near-term direction data-driven. UnitedHealth Group (UNH): Reassessing Valuation After Operational Overhaul, Margin Pressure and Upcoming 2026 Updates Looking At The Narrative For UnitedHealth Group UNH After Shifting Earnings Recovery Expectations
• Neutral Sentiment: A WSJ piece on how corporate security changed after last year’s high-profile incident involving UnitedHealth highlights non-financial reputational and security costs; relevant to governance and potential incremental spending but not an immediate earnings driver. How Corporate Security Has Changed a Year After UnitedHealth Killing
• Negative Sentiment: Zacks underscores that UNH shares have fallen significantly over the last year amid cost and margin pressure and warns that Q4 results and 2026 guidance are key tests — this framing keeps downside risk top of mind for investors. UnitedHealth Sinks 34.5% in a Year: Buy the Dip Before Q4 Earnings?

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.