Csenge Advisory Group Sells 1,821 Shares of UnitedHealth Group Incorporated $UNH

Csenge Advisory Group lowered its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 21.1% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 6,793 shares of the healthcare conglomerate’s stock after selling 1,821 shares during the period. Csenge Advisory Group’s holdings in UnitedHealth Group were worth $2,346,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. LFA Lugano Financial Advisors SA bought a new stake in UnitedHealth Group during the 2nd quarter valued at about $25,000. Sagard Holdings Management Inc. bought a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $29,000. Islay Capital Management LLC purchased a new position in UnitedHealth Group in the 2nd quarter worth approximately $31,000. Riggs Asset Managment Co. Inc. boosted its stake 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 valued at $33,000 after purchasing an additional 43 shares during the last quarter. Finally, Kilter Group LLC purchased a new position in shares of UnitedHealth Group in the second quarter worth $34,000. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Stock Down 2.3%

NYSE UNH opened at $331.25 on Friday. The stock’s 50-day moving average price is $330.33 and its 200-day moving average price is $322.09. The company has a market capitalization of $300.06 billion, a P/E ratio of 17.29, a price-to-earnings-growth ratio of 2.00 and a beta of 0.42. 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 Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping analysts’ consensus estimates of $2.87 by $0.05. The company 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 was up 12.2% compared to the same quarter last year. During the same quarter last year, the business earned $7.15 EPS. On average, equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

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

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth is running a six-month Medicare Advantage pilot that speeds payments by roughly 50% (sub‑15 day cycles) to help rural hospitals’ cash flow — a move that can reduce provider strain and preserve network stability. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
• Positive Sentiment: Analyst coverage remains constructive and media pieces note recent outperformance; one report highlighted a recent session where UNH rose ~1.2%, reflecting pockets of upside sentiment among investors. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
• Positive Sentiment: Wall Street analyst sentiment and buy-side interest are being cited as supportive factors as brokers review UNH ratings and earnings prospects. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Filings show a purchase by Rep. Gilbert Ray Cisneros Jr., which can be interpreted as incremental insider/institutional demand. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
• Neutral Sentiment: Options flow and sentiment analyses are active (heavy trading / interest), giving insight into positioning but not a clear directional signal. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Comparisons with peers (CVS, Centene) show UNH has lagged on total return over the past year but retains stronger operating margin and a more moderate P/E — a mixed fundamental picture for relative-value investors. UNH Stock vs. CVS
• Neutral Sentiment: Several trend/overview pieces note UNH as a widely watched ticker; that attention increases flows but doesn’t guarantee direction. Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
• Neutral Sentiment: Roundups (Dogs of the Dow) include dividend and yield context that may attract income-focused buyers, but UNH’s yield/placement vs. high-yield names is mixed. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Negative Sentiment: Analysts and commentators flag material margin compression after a sharp rise in healthcare costs last year, which has depressed profits and is the primary near‑term concern driving selling pressure. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
• Negative Sentiment: Balanced ‘checkup’ pieces outline bear-case headwinds for 2026 (costs, potential reimbursement/policy risks) that keep investors cautious despite structural scale advantages. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026. The bull and bear cases now

Wall Street Analysts Forecast Growth

UNH has been the subject of a number of recent analyst reports. Bank of America boosted their target price on UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Evercore ISI upgraded shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. KeyCorp increased 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. 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 report on Tuesday, October 28th. Finally, Barclays boosted their price target on UnitedHealth Group from $386.00 to $391.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $385.75.

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.