Bank of Jackson Hole Trust Sells 2,423 Shares of UnitedHealth Group Incorporated $UNH

Bank of Jackson Hole Trust trimmed its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 82.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 499 shares of the healthcare conglomerate’s stock after selling 2,423 shares during the period. Bank of Jackson Hole Trust’s holdings in UnitedHealth Group were worth $172,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in UNH. Brighton Jones LLC raised its position in UnitedHealth Group by 176.2% in 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% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after buying an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH bought a new stake in UnitedHealth Group during the 2nd quarter worth about $340,000. Avior Wealth Management LLC raised its stake in shares of UnitedHealth Group by 29.1% in the second quarter. Avior Wealth Management LLC now owns 10,120 shares of the healthcare conglomerate’s stock worth $3,157,000 after acquiring an additional 2,282 shares during the last quarter. Finally, Smith Salley Wealth Management grew its stake in shares of UnitedHealth Group by 99.8% during the second quarter. Smith Salley Wealth Management now owns 6,794 shares of the healthcare conglomerate’s stock valued at $2,120,000 after purchasing an additional 3,394 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

UNH has been the topic of several research reports. Royal Bank Of Canada upped their price objective on UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Jefferies Financial Group raised their price target on UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a report on Friday, October 17th. KeyCorp boosted their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, October 8th. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research report on Wednesday, January 21st. Finally, Bank of America raised their price objective on shares of UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a research note on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $386.33.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Baird frames UnitedHealth’s decision to rebate ACA profits to customers as a strategic, industry‑positive move that could preserve market positioning and limit regulatory scrutiny. Baird Calls UNH’s ACA Rebate Strategic
• Neutral Sentiment: UNH is reporting Q4 results and holding an earnings call on Jan. 27 — an immediate catalyst that will drive short‑term volatility as investors digest revenue, margin trends and management guidance. Earnings Call Transcript / Upcoming Report
• Neutral Sentiment: Analysts have been updating forecasts ahead of the print; some boutiques and accuracy‑ranked analysts revised estimates — these changes shape expectations but outcomes will depend on the actual guidance. Analysts Revise Forecasts Ahead of Earnings
• Neutral Sentiment: Coverage pieces and previews (e.g., Seeking Alpha, Blockonomi) discuss whether Q4 results can stabilize the stock after prior declines; useful for scenario analysis but not new fundamentals. Guidance In Focus During Quarterly Results
• Neutral Sentiment: Routine coverage of analyst upgrades/downgrades and pre‑earnings expectation pieces are circulating; these can nudge sentiment intraday but are secondary to the regulatory and earnings headlines. Analyst Upgrades/Downgrades Roundup
• Negative Sentiment: The Trump administration proposed keeping Medicare Advantage rates roughly flat for next year (average increase ~0.09%), a development that directly reduces expected revenue growth for insurers with MA exposure and triggered significant selling pressure across the sector. WSJ/Reuters: Proposal to Keep Medicare Rates Steady
• Negative Sentiment: Market reaction was sharp: major health insurers, including UnitedHealth, fell in extended trading after the rate proposal was reported — this reflects investor concern about near‑term earnings/loss of margin leverage from Medicare Advantage. CNBC: Health Insurers Tumble After Rate Proposal
• Negative Sentiment: Morgan Stanley trimmed its price target on UNH to $409, signaling lowered analyst conviction on near‑term upside and adding downward pressure on sentiment ahead of earnings. Morgan Stanley Cuts UNH Price Target

UnitedHealth Group Trading Down 1.1%

NYSE UNH opened at $352.32 on Tuesday. 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 stock’s 50-day moving average is $332.71 and its 200-day moving average is $323.96. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The firm has a market cap of $319.15 billion, a P/E ratio of 18.39, a P/E/G ratio of 2.15 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS 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 firm had revenue of $113.16 billion for the quarter, compared to the consensus estimate of $113.19 billion. During the same period last year, the company posted $7.15 EPS. The business’s quarterly revenue was up 12.2% on a year-over-year basis. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

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

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.