UnitedHealth Group Incorporated $UNH Shares Sold by Dana Investment Advisors Inc.

Dana Investment Advisors Inc. lessened its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 74.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 9,821 shares of the healthcare conglomerate’s stock after selling 29,372 shares during the period. Dana Investment Advisors Inc.’s holdings in UnitedHealth Group were worth $3,391,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. LFA Lugano Financial Advisors SA acquired a new stake in shares of UnitedHealth Group during the second quarter worth $25,000. Sagard Holdings Management Inc. acquired a new stake in UnitedHealth Group during the second quarter worth about $29,000. Islay Capital Management LLC acquired a new position in UnitedHealth Group in the second quarter valued at approximately $31,000. Cloud Capital Management LLC bought a new stake in shares of UnitedHealth Group in the 3rd quarter worth approximately $32,000. Finally, Grey Fox Wealth Advisors LLC bought a new position in UnitedHealth Group during the 3rd quarter worth $33,000. 87.86% of the stock is currently owned by institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: Board approved a quarterly cash dividend of $2.21 per share (payable Mar 17, shareholders of record Mar 9); the payout implies about a 3.1% yield and supports income-focused buyers. Business Wire Dividend Announcement
• Neutral Sentiment: Company press releases (and wider coverage) formalize the dividend and remind investors of UnitedHealth’s large scale and cash-generation profile, which can moderate volatility for long-term holders. Yahoo Finance
• Neutral Sentiment: Several market commentaries note UNH has underperformed the Dow and that valuation has compressed after the recent pullback; analysts remain mixed but some are cautiously optimistic about recovery if margins normalize. Barchart
• Negative Sentiment: Regulatory and guidance shock: reporting suggests a major driver of the recent ~23% decline was disappointing 2026 guidance plus a proposed Medicare/Medicaid reimbursement update for 2027 that was essentially flat (+0.09%), well below industry models — this has materially cut forward earnings expectations. Forbes
• Negative Sentiment: Core business margin pressure: UnitedHealthcare revenue rose ~15.7% in 2025, but adjusted operating earnings declined sharply (reported ~41.1% fall) as medical cost trends and reduced Medicare funding squeezed margins — investors will be watching repricing and cost-management progress. Zacks
• Negative Sentiment: Near-term price weakness continues in daily trading reports and analyst notes as the market digests guidance, regulatory risk and slower margin recovery — the stock’s recent volatility reflects uncertainty about near-term earnings. Yahoo Market Note

Analyst Ratings Changes

Several brokerages have recently issued reports on UNH. Mizuho reduced their price target on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. TD Cowen upped their target price on shares of UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a research report on Thursday, October 30th. Leerink Partners cut their price target on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft cut UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price on the stock. in a research report on Wednesday, October 29th. Finally, Jefferies Financial Group decreased their price target on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research note 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 assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Trading Up 3.7%

Shares of UnitedHealth Group stock opened at $284.11 on Thursday. The business has a fifty day simple moving average of $313.51 and a 200-day simple moving average of $325.44. The firm has a market cap of $257.35 billion, a price-to-earnings ratio of 21.54, a price-to-earnings-growth ratio of 1.26 and a beta of 0.41. 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 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 results 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 company had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same period in the prior year, the company earned $6.81 EPS. UnitedHealth Group’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be given a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date is Monday, March 9th. UnitedHealth Group’s dividend payout ratio is 67.02%.

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.