UMB Bank n.a. Decreases Stock Position in UnitedHealth Group Incorporated $UNH

UMB Bank n.a. cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 25.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 33,054 shares of the healthcare conglomerate’s stock after selling 11,125 shares during the quarter. UMB Bank n.a.’s holdings in UnitedHealth Group were worth $11,414,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the stock. Berkshire Hathaway Inc purchased a new position in UnitedHealth Group during the 2nd quarter valued at about $1,572,193,000. Murphy Pohlad Asset Management LLC increased its stake in shares of UnitedHealth Group by 21.8% during the 2nd quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock worth $1,380,000 after purchasing an additional 791 shares in the last quarter. Carnegie Investment Counsel lifted its stake in UnitedHealth Group by 2.2% in the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock valued at $36,471,000 after buying an additional 2,316 shares in the last quarter. IFP Advisors Inc increased its position in UnitedHealth Group by 20.7% during the second quarter. IFP Advisors Inc now owns 20,683 shares of the healthcare conglomerate’s stock worth $6,462,000 after buying an additional 3,545 shares in the last quarter. Finally, Phoenix Financial Ltd. lifted its position in shares of UnitedHealth Group by 111.5% in the third quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate’s stock valued at $14,282,000 after acquiring an additional 22,137 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analysts Set New Price Targets

UNH has been the topic of several recent analyst reports. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday. Royal Bank Of Canada dropped their target price on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research note on Wednesday. JPMorgan Chase & Co. lifted their price target on UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a report on Thursday, October 9th. Bank of America raised their target price on shares of UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Finally, Mizuho lifted their price target on shares of UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a report on Thursday, October 9th. 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. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $376.75.

UnitedHealth Group Price Performance

UNH opened at $287.03 on Friday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. The firm has a market cap of $260.00 billion, a price-to-earnings ratio of 21.76, a PEG ratio of 1.35 and a beta of 0.42. The company has a fifty day simple moving average of $330.74 and a 200 day simple moving average of $323.51.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. The company had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.UnitedHealth Group’s quarterly revenue was up 12.3% on a year-over-year basis. During the same period in the prior year, the company posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts expect 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. Stockholders of record on Monday, December 8th were issued 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 3.1%. UnitedHealth Group’s payout ratio is 67.02%.

Trending Headlines about UnitedHealth Group

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.)

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.