UnitedHealth Group Incorporated $UNH Shares Sold by Horizon Investment Services LLC

Horizon Investment Services LLC decreased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 68.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,046 shares of the healthcare conglomerate’s stock after selling 2,319 shares during the period. Horizon Investment Services LLC’s holdings in UnitedHealth Group were worth $361,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. LFA Lugano Financial Advisors SA purchased a new stake in UnitedHealth Group during the 2nd quarter worth $25,000. Sagard Holdings Management Inc. purchased a new stake in shares of UnitedHealth Group during the second quarter worth about $29,000. Islay Capital Management LLC purchased a new position in UnitedHealth Group in the second quarter valued at about $31,000. Cloud Capital Management LLC purchased a new stake in UnitedHealth Group during the 3rd quarter worth approximately $32,000. Finally, Riggs Asset Managment Co. Inc. boosted its stake in shares of UnitedHealth Group by 69.4% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after buying an additional 43 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Down 3.0%

UnitedHealth Group stock opened at $275.70 on Thursday. The firm has a 50-day moving average price of $328.16 and a two-hundred day moving average price of $323.39. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The firm has a market capitalization of $249.74 billion, a price-to-earnings ratio of 20.90, a PEG ratio of 1.31 and a beta of 0.41. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.02. The business had revenue of $113.22 billion during the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business’s revenue was up 12.3% on a year-over-year basis. During the same period in the previous year, the firm posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Investors 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 yield of 3.2%. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

Wall Street Analyst Weigh In

A number of research firms have commented on UNH. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. JPMorgan Chase & Co. reduced their price target on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research report on Monday. Wells Fargo & Company lowered their price objective on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Barclays decreased their target price on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Finally, Jefferies Financial Group decreased their price objective on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. One equities research 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 given a Sell rating to the stock. According to data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $375.46.

Key UnitedHealth Group News

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

• Positive Sentiment: Bernstein reiterated an Outperform rating and a $405 price target, arguing UNH remains high‑quality and can weather Medicare volatility — a supportive institutional view for the stock. Bernstein Reiterates Outperform on UnitedHealth
• Positive Sentiment: Buy‑the‑dip arguments surfaced: analysts and commentators point to strong cash flows, Optum’s AI efficiency plans, insider buying and a long‑term growth target from management as reasons the recent selloff may be overdone. UnitedHealth: Buy The Dip
• Positive Sentiment: Bull case pieces reiterate durable competitive advantages (Optum, scale in Medicare Advantage) that could support a recovery if policy headwinds moderate. UnitedHealth Bull Case Theory
• Neutral Sentiment: Wall Street still shows many buy/overweight ratings and a median price target well above current levels (around $390), creating a technical floor if sentiment stabilizes. Quiver Quantitative Commentary
• Neutral Sentiment: Corporate personnel note — Optum/UNH executive Terry Clark was appointed CEO at the PGA of America; largely background news but worth noting senior exec visibility. Terry Clark Appointed CEO at PGA of America
• Negative Sentiment: Immediate trigger — CMS’s advance Medicare rate notice (near‑flat 0.09% growth) spooked investors because it implies constrained reimbursement for Medicare Advantage in 2027, pressuring UNH’s margin outlook and precipitating heavy selling. CMS Medicare Rate Notice Fallout
• Negative Sentiment: Operational concerns: Q4 revenue slightly missed estimates and the medical care ratio rose, and management signaled shedding lower‑margin Medicare members to protect profitability — raising near‑term growth/guidance uncertainty. Is It Time To Reassess UnitedHealth?
• Negative Sentiment: Broker and market skepticism: Truist and other outlets trimmed outlooks or voiced caution, amplifying short‑term bearish pressure amid regulatory risk and margin uncertainty. Truist Issues Pessimistic Forecast

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.