UnitedHealth Group Incorporated $UNH Shares Sold by GDS Wealth Management

GDS Wealth Management reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 10.7% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 44,252 shares of the healthcare conglomerate’s stock after selling 5,297 shares during the period. GDS Wealth Management’s holdings in UnitedHealth Group were worth $15,280,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. LFA Lugano Financial Advisors SA purchased a new stake in shares of UnitedHealth Group during the 2nd quarter worth approximately $25,000. Sagard Holdings Management Inc. purchased a new stake in UnitedHealth Group during the second quarter worth $29,000. Grey Fox Wealth Advisors LLC acquired a new position in shares of UnitedHealth Group during the 3rd quarter worth $33,000. Islay Capital Management LLC acquired a new stake in UnitedHealth Group in the 2nd quarter valued at about $31,000. Finally, Riggs Asset Managment Co. Inc. lifted its holdings in shares of UnitedHealth Group by 69.4% in the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after purchasing an additional 43 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the company. Jefferies Financial Group lifted their price objective on UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a research report on Friday, October 17th. The Goldman Sachs Group initiated coverage on UnitedHealth Group in a research report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price objective on the stock. UBS Group boosted their target price on shares of UnitedHealth Group from $378.00 to $430.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Piper Sandler reduced 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, Mizuho increased their price target on UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research note on Thursday, October 9th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $386.33.

UnitedHealth Group Trading Up 0.6%

Shares of UNH opened at $356.46 on Friday. The stock’s fifty day simple moving average is $332.07 and its 200 day simple moving average is $323.44. The firm has a market capitalization of $322.89 billion, a P/E ratio of 18.60, a price-to-earnings-growth ratio of 2.15 and a beta of 0.42. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.87 by $0.05. The firm had revenue of $113.16 billion during the quarter, compared to the consensus estimate of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The company’s revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $7.15 EPS. On average, equities research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders 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 annualized dividend and a dividend yield of 2.5%. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

UnitedHealth Group News Roundup

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 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.