APG Asset Management N.V. Sells 43,444 Shares of UnitedHealth Group Incorporated $UNH

APG Asset Management N.V. lowered its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 6.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 594,155 shares of the healthcare conglomerate’s stock after selling 43,444 shares during the period. APG Asset Management N.V. owned 0.07% of UnitedHealth Group worth $205,162,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. North Capital Inc. grew its holdings in shares of UnitedHealth Group by 16.2% during the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after acquiring an additional 27 shares during the period. Sunflower Bank N.A. grew its stake in UnitedHealth Group by 1.5% in the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after purchasing an additional 28 shares during the period. Axis Wealth Partners LLC lifted its position in UnitedHealth Group by 1.7% during the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after buying an additional 28 shares during the period. Abound Wealth Management grew its position in shares of UnitedHealth Group by 13.5% in the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after buying an additional 29 shares during the period. Finally, Auxano Advisors LLC lifted its position in UnitedHealth Group by 3.4% during the 3rd quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock valued at $333,000 after acquiring an additional 32 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on UNH. Barclays lowered their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Morgan Stanley cut their target price on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research note on Friday, January 23rd. Wells Fargo & Company lowered their price target on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group Price Performance

Shares of UNH opened at $292.97 on Friday. The firm has a market cap of $265.38 billion, a PE ratio of 22.21, a P/E/G ratio of 1.35 and a beta of 0.41. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year 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 fifty day simple moving average of $311.98 and a two-hundred day simple moving average of $325.90.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. The company had revenue of $113.73 billion during the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.UnitedHealth Group’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date of this dividend is Monday, March 9th. UnitedHealth Group’s dividend payout ratio is currently 67.02%.

Key UnitedHealth Group News

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

• Positive Sentiment: Board affirms quarterly cash dividend of $2.21/share (record March 9, payable March 17), which supports income investors and signals steady capital return policy. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Positive Sentiment: Market reaction: reports show UNH trading materially higher after the dividend announcement, indicating short-term buying interest tied to the payout confirmation. UnitedHealth Group (NYSE:UNH) Trading 3.7% Higher Following Dividend Announcement
• Positive Sentiment: Relative strength vs. peers: analysts argue UNH’s scale and diversified model give it better upside versus Humana as managed-care margins are tested, supporting a longer-term constructive view. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Neutral Sentiment: Sector flows: some strategists recommend rotating into defensive names and healthcare, which could provide tailwinds for UNH even as the macro outlook weakens. Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.
• Negative Sentiment: Guidance and margin pressure: coverage highlights weaker 2026 revenue guidance and rising medical costs (especially Medicare-related), which compress margins and are a key reason for investor caution. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Negative Sentiment: Institutional selling: Aristotle Growth Equity Fund exited its UNH position citing lowered guidance — a signal some funds are trimming exposure ahead of margin headwinds. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Recent price weakness and re-rating: commentary notes a sizable multi-month share-price decline and that UNH is down since the last earnings report, underscoring investor concerns about near-term earnings and margin recovery. Is It Time To Reassess UnitedHealth Group (UNH) After A 37% Share Price Slide?

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.