Davis R M Inc. Sells 9,343 Shares of UnitedHealth Group Incorporated $UNH

Davis R M Inc. lowered its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 62.7% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,556 shares of the healthcare conglomerate’s stock after selling 9,343 shares during the period. Davis R M Inc.’s holdings in UnitedHealth Group were worth $1,918,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. LFA Lugano Financial Advisors SA bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth $25,000. Sagard Holdings Management Inc. purchased a new position in shares of UnitedHealth Group in the 2nd quarter worth about $29,000. Islay Capital Management LLC bought a new stake in UnitedHealth Group in the 2nd quarter worth approximately $31,000. Hurley Capital LLC grew its position in UnitedHealth Group by 81.6% during the third quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock valued at $31,000 after acquiring an additional 40 shares during the last quarter. Finally, Cloud Capital Management LLC bought a new stake in shares of UnitedHealth Group in the 3rd quarter worth approximately $32,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have weighed in on UNH. JPMorgan Chase & Co. lowered their price target on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. Wells Fargo & Company dropped their target price on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Leerink Partners lowered their price objective on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Truist Financial dropped their price target on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. One equities research 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group Stock Up 0.6%

Shares of UnitedHealth Group stock opened at $295.03 on Tuesday. The company’s fifty day simple moving average is $311.37 and its two-hundred day simple moving average is $326.44. The company has a market cap of $267.25 billion, a P/E ratio of 22.37, a PEG ratio of 1.35 and a beta of 0.41. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping 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 firm earned $6.81 earnings per share. 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. Research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

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

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Wall Street consensus remains constructive — several firms maintain buy/overweight ratings and an overall “moderate buy” analyst consensus, which supports demand for the shares. UnitedHealth Group Receives Average Rating of Moderate Buy from Analysts
• Positive Sentiment: Company scale and government revenue provide a cushion — recent reporting and data show strong Q4 revenue growth and large government contract receipts, which underpin near-term cash flow expectations. UnitedHealth Group Stock Opinions on Medicare Advantage Rate Pressures
• Positive Sentiment: Regulatory action against a rival (Elevance) could shift beneficiary flows in the short term, creating an operational opportunity for UnitedHealth. Elevance Health Stock Slips. CMS to Halt Enrollment in Prescription Drug Plans.
• Neutral Sentiment: Some research houses trimmed fair value/price targets (example: a modest cut to fair value), reflecting a more cautious view on execution — this re-prices expectations but is not uniformly bearish. How The Investment Story For UnitedHealth Group (UNH) Is Shifting After Mixed Analyst Signals
• Neutral Sentiment: Macro/market commentary highlights UNH as a favored Wall Street name in some roundups, but such pieces note analyst bias toward buy ratings — supportive publicity with caveats. 1 of Wall Street’s Favorite Stock with Promising Prospects and 2 We Find Risky
• Negative Sentiment: Senior leadership turnover: Heather Cianfrocco, a longtime Optum/UnitedHealth EVP and former Optum CEO, announced she is leaving after 24 years — investors view this as added execution risk during a turnaround. Former Optum chief departs UnitedHealth
• Negative Sentiment: Cost and margin pressures are top concerns: reports flag rising claims and other costs, alongside a technical “death cross” on charts and ongoing regulatory scrutiny—factors that have weighed on sentiment. UnitedHealth’s Stock Might Not Rally Until This Number Improves
• Negative Sentiment: Internal cost actions: reports that UnitedHealth is capping salary increases at ~2% and notifying unspecified layoffs adds near-term execution and morale risk (though these moves aim to protect margins). UnitedHealth limits salary increases to 2% during restructuring – report

UnitedHealth Group Company 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.