Ameriprise Financial Inc. Raises Position in UnitedHealth Group Incorporated $UNH

Ameriprise Financial Inc. lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 15.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,710,531 shares of the healthcare conglomerate’s stock after acquiring an additional 507,313 shares during the quarter. Ameriprise Financial Inc. owned 0.41% of UnitedHealth Group worth $1,281,296,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently bought and sold shares of the stock. Capital World Investors increased its stake in shares of UnitedHealth Group by 18.8% during the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after buying an additional 3,439,182 shares during the period. Capital International Investors lifted its stake in UnitedHealth Group by 11.1% in the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after acquiring an additional 1,747,337 shares during the last quarter. Capital Research Global Investors increased its position in shares of UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after purchasing an additional 7,293,009 shares during the last quarter. Norges Bank purchased a new stake in shares of UnitedHealth Group during the 2nd quarter worth $3,837,207,000. Finally, Dodge & Cox increased its holdings in UnitedHealth Group by 8.6% in the third quarter. Dodge & Cox now owns 9,505,636 shares of the healthcare conglomerate’s stock valued at $3,282,296,000 after buying an additional 755,076 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on UNH. Leerink Partners decreased their price target on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Jefferies Financial Group dropped their price target on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Mizuho lowered their target price 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. Finally, Morgan Stanley cut their price target on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research note on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Price Performance

UNH stock opened at $282.02 on Friday. The business has a 50 day simple moving average of $303.36 and a 200-day simple moving average of $325.11. The company has a market capitalization of $255.99 billion, a P/E ratio of 21.38, a PEG ratio of 1.30 and a beta of 0.41. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72.

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

UnitedHealth Group Announces Dividend

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

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Sen. Markwayne Mullin disclosed a purchase of $50k–$100k in UNH shares, a small institutional/insider-like buy that can be read as a signal of confidence and may attract retail/institutional attention. Trump Ally, New DHS Leader Nominee Markwayne Mullin Makes New Stock Trades: Here’s What He Bought And Sold
• Positive Sentiment: Short-term price resilience: coverage noted UNH advancing while broader markets declined recently, a sign of relative strength that can draw momentum buyers. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: High investor attention: Zacks and Yahoo pieces highlight UNH as a heavily searched/watched stock; increased attention can boost liquidity and volatility but is not a directional catalyst by itself. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Investor materials: a Barclays healthcare conference transcript was published; investors will parse management commentary for membership trends, margin drivers, and capital allocation but no surprise datapoint was flagged in headlines. UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Analyst coverage and model updates continue to circulate (stock-forecast pieces), which keep expectations and target-price dispersion visible to the market but provide mixed near-term directional pressure. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Negative Sentiment: Valuation/sector pressure concerns: commentary noting a ~39% 12‑month share decline and questioning whether current price reflects value could pressure sentiment and keep selling pressure if investors worry about sector headwinds or earnings risk. Is UnitedHealth Group (UNH) Pricing Reflect Sector Pressures After A 39% Share Price Decline

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.