UnitedHealth Group Incorporated $UNH Stock Holdings Reduced by Duncker Streett & Co. Inc.

Duncker Streett & Co. Inc. trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 75.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,637 shares of the healthcare conglomerate’s stock after selling 8,324 shares during the quarter. Duncker Streett & Co. Inc.’s holdings in UnitedHealth Group were worth $911,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after purchasing an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after acquiring an additional 2,324 shares in the last quarter. Bayforest Capital Ltd lifted its holdings in UnitedHealth Group by 685.7% in the 1st quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 48 shares during the last quarter. Fortis Capital Advisors LLC grew its holdings in UnitedHealth Group by 59.1% during the first quarter. Fortis Capital Advisors LLC now owns 619 shares of the healthcare conglomerate’s stock valued at $324,000 after purchasing an additional 230 shares during the last quarter. Finally, WBI Investments LLC acquired a new stake in shares of UnitedHealth Group in the first quarter worth $316,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the stock. Wells Fargo & Company lifted their target price on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, October 7th. Deutsche Bank Aktiengesellschaft downgraded UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price for the company. in a research note on Wednesday, October 29th. Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, October 24th. Bank of America boosted their target price on shares of UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Finally, Leerink Partners set a $410.00 price target on shares of UnitedHealth Group and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $385.75.

Key UnitedHealth Group News

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

• Positive Sentiment: Barclays raised its price target on UNH to $391 and kept an Overweight rating, citing expectations that managed-care margins will recover in 2026 — a direct bullish catalyst for the stock. UnitedHealth (UNH) Poised to Benefit as Investor Focus Shifts Away From AI, Says Barclays
• Positive Sentiment: Evercore ISI upgraded UnitedHealth to a “strong-buy,” a high-profile endorsement that likely attracted buying interest and contributed to positive intraday flows. Evercore Upgrade (via Zacks)
• Positive Sentiment: Coverage notes and headlines reporting analyst upgrades (for example, AmericanBankingNews coverage of a post-upgrade move) are amplifying momentum by bringing attention to the firm’s improving analyst sentiment. UnitedHealth Group (NYSE:UNH) Shares Up 2% Following Analyst Upgrade
• Positive Sentiment: Sector-level tailwinds: recent commentary and ETF flows into health-care (VHT) highlight a broader rotation into healthcare stocks — lower relative valuations and demand for defensive, inelastic businesses are helping lift large-cap insurers like UNH. (Sector coverage summarized in recent market articles.)
• Neutral Sentiment: Analytical pieces looking at what has weighed on UNH’s performance provide context for risks investors should monitor (e.g., benefit-cycle timing, margin pressure in parts of the business). These are explanatory, not new catalysts; they help investors assess whether current upgrades reflect durable earnings improvement. Here’s What Hit UnitedHealth Group’s (UNH) Performance

UnitedHealth Group Trading Up 1.4%

Shares of UnitedHealth Group stock opened at $346.57 on Friday. The company’s fifty day moving average price is $329.46 and its two-hundred day moving average price is $320.79. The firm has a market capitalization of $313.94 billion, a PE ratio of 18.09, a price-to-earnings-growth ratio of 2.06 and a beta of 0.42. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last posted its 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 business had revenue of $113.16 billion for the quarter, compared to analysts’ expectations of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The firm’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $7.15 earnings per share. On average, analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is 46.14%.

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.