Cullen Frost Bankers Inc. Sells 29,527 Shares of UnitedHealth Group Incorporated $UNH

Cullen Frost Bankers Inc. trimmed its position in UnitedHealth Group Incorporated (NYSE:UNH) by 27.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 79,459 shares of the healthcare conglomerate’s stock after selling 29,527 shares during the quarter. Cullen Frost Bankers Inc.’s holdings in UnitedHealth Group were worth $27,437,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently modified their holdings of UNH. Brighton Jones LLC raised its position in UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after purchasing an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after acquiring an additional 2,324 shares in the last quarter. McAdam LLC increased its position in UnitedHealth Group by 12.7% during the 2nd quarter. McAdam LLC now owns 1,135 shares of the healthcare conglomerate’s stock valued at $354,000 after purchasing an additional 128 shares during the period. CMT Capital Markets Trading GmbH bought a new position in UnitedHealth Group in the 2nd quarter worth $340,000. Finally, Strategic Investment Solutions Inc. IL bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $62,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 0.6%

Shares of NYSE UNH opened at $356.46 on Friday. The company has a market cap of $322.89 billion, a PE ratio of 18.60, a P/E/G ratio of 2.15 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. The firm’s 50 day moving average price is $332.07 and its 200-day moving average price is $323.44. 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 quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, beating the consensus estimate 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 return on equity of 19.23% and a net margin of 4.04%.The firm’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the prior year, the firm posted $7.15 EPS. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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

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

Analyst Upgrades and Downgrades

UNH has been the topic of several research reports. Bank of America lifted their price objective on UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a research report on Wednesday, October 8th. UBS Group increased their price objective on UnitedHealth Group from $378.00 to $430.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Leerink Partners set a $410.00 target price on shares of UnitedHealth Group and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. Piper Sandler dropped their price objective on shares of UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating on the stock in a research note on Tuesday, October 28th. Finally, Wells Fargo & Company raised their target price on shares of UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a research note on Tuesday, October 7th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $386.33.

UnitedHealth Group 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.