UnitedHealth Group Incorporated $UNH Shares Sold by First National Advisers LLC

First National Advisers LLC cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 44.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,142 shares of the healthcare conglomerate’s stock after selling 1,730 shares during the quarter. First National Advisers LLC’s holdings in UnitedHealth Group were worth $740,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Geode Capital Management LLC boosted its stake in shares of UnitedHealth Group by 3.3% during the 2nd quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock worth $6,624,411,000 after acquiring an additional 675,075 shares in the last quarter. Norges Bank purchased a new position in shares of UnitedHealth Group in the second quarter valued at $3,837,207,000. Dodge & Cox increased its holdings in UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after acquiring an additional 4,730,192 shares in the last quarter. Charles Schwab Investment Management Inc. raised its position in shares of UnitedHealth Group by 6.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock worth $2,340,346,000 after purchasing an additional 432,084 shares during the last quarter. Finally, Amundi raised its holdings in shares of UnitedHealth Group by 33.8% in the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after acquiring an additional 1,565,245 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $331.25 on Friday. The firm’s 50-day simple moving average is $330.33 and its 200-day simple moving average is $322.09. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The firm has a market cap of $300.06 billion, a PE ratio of 17.29, a price-to-earnings-growth ratio of 2.00 and a beta of 0.42. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 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 analyst estimates of $113.19 billion. During the same quarter last year, the firm earned $7.15 EPS. The business’s revenue was up 12.2% on a year-over-year basis. Equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

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

Key UnitedHealth Group News

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

Analysts Set New Price Targets

Several brokerages recently weighed in on UNH. Piper Sandler cut their target price on shares of UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a research note on Tuesday, October 28th. Evercore ISI upgraded shares of UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Wells Fargo & Company increased their price target on UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 7th. The Goldman Sachs Group assumed coverage on UnitedHealth Group in a research report on Tuesday, October 14th. They set a “buy” rating and a $406.00 target price on the stock. Finally, Zacks Research raised shares of 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 issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $385.75.

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.