UnitedHealth Group Incorporated $UNH Shares Sold by CIBC Asset Management Inc

CIBC Asset Management Inc lowered its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 3.7% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 354,448 shares of the healthcare conglomerate’s stock after selling 13,587 shares during the quarter. CIBC Asset Management Inc’s holdings in UnitedHealth Group were worth $122,349,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Patten & Patten Inc. TN boosted its stake in UnitedHealth Group by 1.3% during the third quarter. Patten & Patten Inc. TN now owns 52,589 shares of the healthcare conglomerate’s stock worth $18,159,000 after buying an additional 688 shares during the period. Frazier Financial Advisors LLC boosted its position in shares of UnitedHealth Group by 39.0% during the 3rd quarter. Frazier Financial Advisors LLC now owns 849 shares of the healthcare conglomerate’s stock worth $293,000 after purchasing an additional 238 shares during the period. Investment House LLC raised its position in UnitedHealth Group by 129.5% in the third quarter. Investment House LLC now owns 69,385 shares of the healthcare conglomerate’s stock valued at $23,959,000 after purchasing an additional 39,149 shares during the period. Global Assets Advisory LLC boosted its position in shares of UnitedHealth Group by 56.3% during the third quarter. Global Assets Advisory LLC now owns 8,322 shares of the healthcare conglomerate’s stock worth $2,874,000 after buying an additional 2,997 shares during the period. Finally, Kanawha Capital Management LLC raised its holdings in shares of UnitedHealth Group by 60.0% in the 3rd quarter. Kanawha Capital Management LLC now owns 3,894 shares of the healthcare conglomerate’s stock valued at $1,345,000 after buying an additional 1,461 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting 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 a number of recent research reports. KeyCorp boosted their price target on shares of UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 8th. Zacks Research upgraded shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a report on Monday, October 6th. JPMorgan Chase & Co. upped their price objective on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research report on Thursday, October 9th. Piper Sandler lowered their target price on UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a research note on Tuesday, October 28th. Finally, Morgan Stanley decreased their price objective on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research note on Friday. 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 two have issued a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average target price of $386.33.

UnitedHealth Group Stock Up 0.6%

Shares of NYSE UNH opened at $356.46 on Friday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company has a market capitalization of $322.89 billion, a price-to-earnings ratio of 18.60, a price-to-earnings-growth ratio of 2.15 and a beta of 0.42. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. The business has a 50-day moving average of $332.07 and a two-hundred day moving average of $323.44.

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, topping the consensus estimate of $2.87 by $0.05. The firm had revenue of $113.16 billion during 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 revenue was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $7.15 earnings per share. On average, analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors 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%.

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.