UnitedHealth Group Incorporated $UNH Stake Trimmed by Amalgamated Bank

Amalgamated Bank trimmed its position in UnitedHealth Group Incorporated (NYSE:UNH) by 1.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 172,127 shares of the healthcare conglomerate’s stock after selling 3,135 shares during the quarter. UnitedHealth Group makes up approximately 0.4% of Amalgamated Bank’s portfolio, making the stock its 27th largest position. Amalgamated Bank’s holdings in UnitedHealth Group were worth $59,435,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in UnitedHealth Group in the 2nd quarter worth about $3,837,207,000. Berkshire Hathaway Inc acquired a new stake in shares of UnitedHealth Group during the second quarter worth approximately $1,572,193,000. Dodge & Cox increased its stake in UnitedHealth Group by 117.7% in the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after buying an additional 4,730,192 shares during the period. Lone Pine Capital LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $528,273,000. Finally, Amundi increased its stake 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. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

UNH has been the topic of several research reports. Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, October 24th. KeyCorp raised their price objective on shares of UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Wednesday, October 8th. TD Cowen increased their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a research note on Thursday, October 30th. UBS Group upped their price objective 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. Finally, Zacks Research raised UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research report on Monday, October 6th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $385.75.

UnitedHealth Group Trading Down 2.3%

Shares of UnitedHealth Group stock opened at $331.25 on Friday. The company’s fifty day moving average price is $330.33 and its two-hundred day moving average price is $322.09. The firm has a market capitalization 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. 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 Announces Dividend

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 2.7%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is 46.14%.

Key Headlines Impacting UnitedHealth Group

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

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.