AltraVue Capital LLC Cuts Stake in UnitedHealth Group Incorporated $UNH

AltraVue Capital LLC cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 3.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 75,620 shares of the healthcare conglomerate’s stock after selling 2,370 shares during the period. UnitedHealth Group makes up 2.2% of AltraVue Capital LLC’s portfolio, making the stock its 19th largest position. AltraVue Capital LLC’s holdings in UnitedHealth Group were worth $26,112,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of UNH. Brighton Jones LLC boosted its position in UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after buying an additional 28,231 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH bought a new position in UnitedHealth Group during the 2nd quarter valued at approximately $340,000. Sigma Planning Corp grew its position in shares of UnitedHealth Group by 3.9% in the 2nd quarter. Sigma Planning Corp now owns 15,631 shares of the healthcare conglomerate’s stock worth $4,876,000 after buying an additional 583 shares during the last quarter. Finally, American Capital Advisory LLC raised its holdings in shares of UnitedHealth Group by 147.8% during the second quarter. American Capital Advisory LLC now owns 518 shares of the healthcare conglomerate’s stock valued at $162,000 after acquiring an additional 309 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Seeking Alpha upgraded UNH to a “Buy,” arguing current pessimism is overdone and highlighting scale, AI-driven cost efficiencies, dividend yield and long-term growth from an aging population. Article Title
• Positive Sentiment: UnitedHealthcare Vision is partnering with Hadley to expand emotional support resources for people with vision loss — a reputational/consumer-care positive that can support the brand but is unlikely to move near-term financials. Article Title
• Neutral Sentiment: Analyst coverage remains mixed but not uniformly negative: some outlets report a consensus “Moderate Buy” and investor letters noting the company’s growth potential amid AI tailwinds, showing continued institutional confidence despite nearer-term issues. Article Title
• Negative Sentiment: Leadership turnover at Optum — including the departure of longtime executive Heather Cianfrocco — and a reported reshuffle heighten execution risk as the company tightens pay raises, trims clinics and conducts layoffs to control costs. Investors see this as evidence of near-term margin pressure. Article Title
• Negative Sentiment: Scott+Scott and other plaintiff-law firms have opened investigations/alerts into UNH’s directors and officers for alleged breaches of fiduciary duties, adding potential legal liabilities and headline risk that can pressure the stock. Article Title
• Negative Sentiment: Sector and company reporting point to rising costs and margin pressure (including warnings that the stock may not rally until certain cost metrics improve), which helps explain recent selloffs. Article Title
• Negative Sentiment: Analyst models and fair-value estimates have been trimmed and coverage is increasingly mixed, reflecting uncertainty around execution and Medicare Advantage dynamics; that recalibration reduces near-term upside in price targets. Article Title
• Negative Sentiment: Zacks and other market pieces attribute the stock’s underperformance versus the broader market to the combination of the above operational, cost and legal headlines. Article Title

UnitedHealth Group Stock Down 2.0%

Shares of NYSE:UNH opened at $288.93 on Wednesday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The stock has a market capitalization of $261.72 billion, a price-to-earnings ratio of 21.91, a PEG ratio of 1.36 and a beta of 0.41. The stock has a fifty day simple moving average of $310.65 and a two-hundred day simple moving average of $326.33. 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 (NYSE:UNH) last posted its quarterly earnings results 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. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter in the previous year, the firm earned $6.81 EPS. UnitedHealth Group’s quarterly revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors 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 dividend yield of 3.1%. UnitedHealth Group’s dividend payout ratio (DPR) is 67.02%.

Analysts Set New Price Targets

UNH has been the topic of a number of research analyst reports. Mizuho reduced their price objective on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. Leerink Partners decreased their price target on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Oppenheimer reduced their target price on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Wells Fargo & Company lowered their target price on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. Finally, Jefferies Financial Group decreased their price objective on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

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.