Bank of New York Mellon Corp Sells 128,676 Shares of UnitedHealth Group Incorporated $UNH

Bank of New York Mellon Corp decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,749,822 shares of the healthcare conglomerate’s stock after selling 128,676 shares during the period. Bank of New York Mellon Corp owned about 0.86% of UnitedHealth Group worth $2,676,014,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Retirement Planning Co of New England Inc. increased its position in UnitedHealth Group by 37.9% during the third quarter. Retirement Planning Co of New England Inc. now owns 5,806 shares of the healthcare conglomerate’s stock valued at $2,005,000 after acquiring an additional 1,596 shares during the last quarter. Mystic Asset Management Inc. increased its position in shares of UnitedHealth Group by 11.1% during the 3rd quarter. Mystic Asset Management Inc. now owns 5,682 shares of the healthcare conglomerate’s stock valued at $1,962,000 after purchasing an additional 568 shares during the last quarter. Federated Hermes Inc. boosted its holdings in shares of UnitedHealth Group by 2.3% in the third quarter. Federated Hermes Inc. now owns 69,290 shares of the healthcare conglomerate’s stock worth $23,926,000 after buying an additional 1,526 shares during the last quarter. Rainey & Randall Wealth Advisors Inc. purchased a new stake in UnitedHealth Group during the third quarter valued at approximately $227,000. Finally, EPG Wealth Management LLC raised its position in UnitedHealth Group by 20.7% in the third quarter. EPG Wealth Management LLC now owns 2,884 shares of the healthcare conglomerate’s stock worth $996,000 after acquiring an additional 494 shares during the period. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $282.32 on Wednesday. The firm’s fifty day moving average is $332.08 and its two-hundred day moving average is $323.81. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The company has a market cap of $255.74 billion, a P/E ratio of 14.74, a P/E/G ratio of 2.12 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.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The firm had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter last year, the business posted $6.81 earnings per share. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm 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. This represents a $8.84 annualized dividend and a yield of 3.1%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s payout ratio is currently 46.14%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Management beat Q4 EPS estimates and forecast 2026 adjusted profit roughly in line or slightly above street expectations, which supports near-term earnings visibility. UnitedHealth forecasts 2026 profit slightly above estimates
• Positive Sentiment: Capital-return programs remain intact: management expects continued buybacks and a secure dividend, which investors view as support during the pullback. Trump Triggers Buying Opportunity in UnitedHealth Group
• Neutral Sentiment: Revenue was up year-over-year but missed estimates by a small margin; the quarter included a $1.6B restructuring charge that depressed headline profit comparisons. Those are operational/one-time items that complicate near-term reads but could aid longer-term margin improvement. UnitedHealth Takes $1.6 Billion Hit To Earnings Amid Restructuring
• Neutral Sentiment: Management articulated a turnaround plan for Optum (exiting some markets and re-aligning provider contracts) — this could reduce costs long term but creates short-term execution risk and revenue disruption. For UnitedHealth’s Optum, It’s ‘Back To Basics’ With Smaller Footprint
• Negative Sentiment: The biggest driver of today’s sell-off: a CMS/administration proposal to keep Medicare Advantage reimbursement effectively flat (headline ~0.09%), which materially lowers 2027 payment expectations and directly pressures UnitedHealthcare revenue and margins. Trump Administration proposes keeping steady Medicare rates paid to insurers
• Negative Sentiment: UnitedHealth issued 2026 revenue guidance implying roughly a 2% decline — the first revenue drop in decades — which prompted steep headline selling and sector weakness. UnitedHealth forecasts first revenue drop in nearly four decades; shares plunge
• Negative Sentiment: Market impact and scrutiny: the stock plunged roughly 20%, dragging the Dow and prompting broader sector outflows; separate reports about a lawmaker’s UNH trade ahead of the news add regulatory/PR risk. UnitedHealth Stock Plunges 20%—Here’s What’s Driving the Huge Decline Congressman sold UNH stock weeks before Trump’s Medicare comments

Analysts Set New Price Targets

UNH has been the topic of a number of recent research reports. Sanford C. Bernstein raised their target price on UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. KeyCorp lifted their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Wednesday, October 8th. TD Cowen raised their target price on shares of UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a research note on Thursday, October 30th. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday. Finally, Jefferies Financial Group upped their target price on shares of UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a report on Friday, October 17th. One 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 given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price 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.