Commerzbank Aktiengesellschaft FI Raises Position in UnitedHealth Group Incorporated $UNH

Commerzbank Aktiengesellschaft FI grew its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 34.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 74,219 shares of the healthcare conglomerate’s stock after buying an additional 18,887 shares during the quarter. Commerzbank Aktiengesellschaft FI’s holdings in UnitedHealth Group were worth $25,628,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. LFA Lugano Financial Advisors SA purchased a new stake in shares of UnitedHealth Group during the second quarter valued at $25,000. Sagard Holdings Management Inc. bought a new position in UnitedHealth Group during the 2nd quarter valued at about $29,000. Islay Capital Management LLC bought a new stake in shares of UnitedHealth Group in the second quarter worth approximately $31,000. Grey Fox Wealth Advisors LLC bought a new position in UnitedHealth Group during the third quarter valued at approximately $33,000. Finally, Riggs Asset Managment Co. Inc. grew its position in UnitedHealth Group by 69.4% in 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 during the period. Institutional investors own 87.86% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the company. Morgan Stanley dropped their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research note on Friday. Zacks Research upgraded UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. TD Cowen raised their price objective on shares of UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a report on Thursday, October 30th. Mizuho increased their price target on shares of UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research report on Thursday, October 9th. Finally, The Goldman Sachs Group assumed coverage on shares of UnitedHealth Group in a research report on Tuesday, October 14th. They set a “buy” rating and a $406.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $386.33.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
• Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
• Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
• Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
• Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
• Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $356.46 on Friday. 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 Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The firm has a fifty day moving average price of $332.07 and a 200-day moving average price of $323.44. The stock has a market cap of $322.89 billion, a PE ratio of 18.60, a price-to-earnings-growth ratio of 2.15 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last issued 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 net margin of 4.04% and a return on equity of 19.23%. The company had revenue of $113.16 billion during the quarter, compared to the consensus estimate of $113.19 billion. During the same quarter in the prior year, the firm posted $7.15 EPS. UnitedHealth Group’s quarterly revenue was up 12.2% compared to the same quarter last year. Equities analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were paid a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.5%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

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.