UnitedHealth Group Incorporated $UNH Stock Position Trimmed by GWN Securities Inc.

GWN Securities Inc. lowered its position in UnitedHealth Group Incorporated (NYSE:UNH) by 44.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,294 shares of the healthcare conglomerate’s stock after selling 5,860 shares during the quarter. GWN Securities Inc.’s holdings in UnitedHealth Group were worth $2,556,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. LFA Lugano Financial Advisors SA acquired a new position in shares of UnitedHealth Group during the second quarter valued at $25,000. Sagard Holdings Management Inc. acquired a new stake in UnitedHealth Group during the second quarter valued at approximately $29,000. Islay Capital Management LLC acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at $31,000. Riggs Asset Managment Co. Inc. grew its position 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 purchasing an additional 43 shares in the last quarter. Finally, Kilter Group LLC purchased a new stake in shares of UnitedHealth Group in the second quarter valued at $34,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key UnitedHealth Group News

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

• Positive Sentiment: Re-affirmed 2026 guidance and ACA subsidy developments support upside — bullish investors note UnitedHealth reiterated full‑year 2026 guidance and recent Senate action to extend ACA subsidies (though a veto was hinted at), removing a key downside risk to membership and revenue growth; some analysts/notes argue this sets the stock up to retake prior highs. UnitedHealth Could Re-Take Its All-Time High In 2026
• Positive Sentiment: New Milliman studies bolstering Medicare Advantage economics — UnitedHealth released commissioned actuarial work concluding Medicare Advantage is lower cost to the federal government and lower out‑of‑pocket for beneficiaries, giving UNH policy/PR ammunition to defend MA business and earnings. New Independent Studies: Medicare Advantage Delivers Greater Value
• Neutral Sentiment: Media and retail coverage — televised/influencer pieces and inclusion in dividend screens generate attention but are unlikely to move fundamentals near-term; useful for flow/interest context. Final Trades: Capital One, UnitedHealth, Regeneron and Alibaba The Dogs of the Dow
• Negative Sentiment: Senate report alleging aggressive Medicare‑advantage coding tactics hit sentiment — a U.S. Senate committee and major outlets (WSJ/Reuters) reported the company used aggressive methods to capture payment‑boosting diagnoses; the story prompted sell‑side commentary and intraday weakness as the alleged practices raise regulatory, legal and reimbursement risks. Senate report says UnitedHealth used aggressive tactics to boost medicare payments, WSJ reports UnitedHealth Medicare Senate Report (WSJ)

Analyst Upgrades and Downgrades

UNH has been the subject of several research analyst reports. Piper Sandler reduced their price objective on UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a research note on Tuesday, October 28th. UBS Group raised their price target on shares of UnitedHealth Group from $378.00 to $430.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Jefferies Financial Group increased their target price on shares of UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a research report on Friday, October 17th. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, October 24th. Finally, Zacks Research upgraded UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned 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 company presently has an average rating of “Moderate Buy” and a consensus target price of $385.75.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $334.00 on Wednesday. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. The stock has a market capitalization of $302.55 billion, a P/E ratio of 17.43, a P/E/G ratio of 2.06 and a beta of 0.42. The business has a 50-day moving average of $329.72 and a two-hundred day moving average of $321.78. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36.

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, 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 firm had revenue of $113.16 billion during the quarter, compared to analyst estimates of $113.19 billion. During the same period in the previous year, the company earned $7.15 EPS. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. On average, equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.6%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) 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.