Meridian Wealth Management LLC Sells 3,068 Shares of UnitedHealth Group Incorporated $UNH

Meridian Wealth Management LLC reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 15.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,116 shares of the healthcare conglomerate’s stock after selling 3,068 shares during the period. Meridian Wealth Management LLC’s holdings in UnitedHealth Group were worth $5,910,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of UNH. LFA Lugano Financial Advisors SA purchased a new stake in UnitedHealth Group in the 2nd quarter worth approximately $25,000. Sagard Holdings Management Inc. bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $29,000. Islay Capital Management LLC bought a new position in UnitedHealth Group in the 2nd quarter worth $31,000. Cloud Capital Management LLC purchased a new position in shares of UnitedHealth Group in the third quarter valued at about $32,000. Finally, Riggs Asset Managment Co. Inc. grew its position in shares of UnitedHealth Group by 69.4% during the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after purchasing an additional 43 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

UNH has been the subject of a number of research analyst reports. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday. Deutsche Bank Aktiengesellschaft lowered UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective for the company. in a research report on Wednesday, October 29th. Wells Fargo & Company dropped their price target on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research note on Friday. Finally, Zacks Research raised UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus target price of $376.75.

UnitedHealth Group Stock Performance

NYSE UNH opened at $287.03 on Friday. The company has a market cap of $260.00 billion, a P/E ratio of 21.76, a P/E/G ratio of 1.35 and a beta of 0.42. The business’s 50 day moving average price is $330.74 and its 200-day moving average price is $323.51. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79.

UnitedHealth Group (NYSE:UNH) last posted 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 net margin of 2.69% and a return on equity of 14.79%. The business had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter in the previous year, the business posted $6.81 earnings per share. The business’s revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were paid a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.1%. UnitedHealth Group’s dividend payout ratio is currently 67.02%.

UnitedHealth Group News Summary

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

• Positive Sentiment: Q4 beat and near-term optimism: UNH reported an EPS beat that briefly lifted sentiment and helped the stock rally after the print. That positive earnings surprise shows operations can still deliver despite headwinds. UnitedHealth Group (NYSE:UNH) Shares Up 4% After Earnings Beat
• Positive Sentiment: Potential policy upside: Commentary that UNH is negotiating with the administration for more favorable Medicare rates is a tailwind if realized, supporting longer-term policy risk mitigation. 5 Stocks Primed for a Turnaround in 2026
• Neutral Sentiment: Modest analyst adjustments but continued support: Morgan Stanley trimmed its target slightly while keeping an Overweight rating, signaling analyst conviction remains even as near-term assumptions are revised. UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley
• Neutral Sentiment: Investor debate on durability: Several analyst pieces argue the current weakness may be temporary (AI-driven efficiencies, margin recovery) — this creates mixed near-term flows as value buyers size positions vs. risk-averse sellers. UnitedHealth: Opportunity Is Here – Temporary FY2026 Pain
• Negative Sentiment: Analyst price-target cuts: Barclays and Wells Fargo lowered targets (while keeping Overweight ratings), signaling reduced near-term expectations and likely weighing on buying momentum. Analyst Price Target Changes (Benzinga)
• Negative Sentiment: Regulatory/reimbursement pressure: Proposed smaller Medicare reimbursements and government scrutiny of insurer margins remain the largest catalyst for the sell-off and uncertainty around 2026-27 margins. UnitedHealth Plunges After Weak Earnings
• Negative Sentiment: Elevated bearish positioning: Unusual options activity showed a large jump in put buying, indicating short-term hedging or speculative bearish bets that can amplify downward moves. (Options volume data reported 376,697 puts traded vs. average ~163k.)

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.