UnitedHealth Group Incorporated $UNH Shares Sold by Alliancebernstein L.P.

Alliancebernstein L.P. lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 7.5% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,426,295 shares of the healthcare conglomerate’s stock after selling 519,455 shares during the quarter. UnitedHealth Group accounts for about 0.7% of Alliancebernstein L.P.’s investment portfolio, making the stock its 19th largest holding. Alliancebernstein L.P. owned approximately 0.71% of UnitedHealth Group worth $2,219,000,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Foster Dykema Cabot & Partners LLC lifted its holdings in shares of UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after acquiring an additional 34 shares in the last quarter. Hurley Capital LLC grew its holdings in UnitedHealth Group by 81.6% during the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock valued at $31,000 after purchasing an additional 40 shares in the last quarter. Financial Life Planners acquired a new position in UnitedHealth Group in the 3rd quarter worth $32,000. Sagard Holdings Management Inc. acquired a new stake in UnitedHealth Group during the 2nd quarter valued at approximately $29,000. Finally, Cloud Capital Management LLC acquired a new position in shares of UnitedHealth Group in the 3rd quarter valued at approximately $32,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on UNH shares. Wells Fargo & Company decreased their price target on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Barclays decreased their price objective 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. Mizuho reduced their price target 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. Jefferies Financial Group lowered 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. Finally, JPMorgan Chase & Co. reduced their target price on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group News Summary

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 Stock Up 1.8%

Shares of UnitedHealth Group stock opened at $282.02 on Friday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. 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. The business’s fifty day moving average price is $303.36 and its two-hundred day moving average price is $325.11. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The company had revenue of $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. During the same period last year, the company earned $6.81 earnings per share. The company’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. As a group, research analysts forecast 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. Investors of record on Monday, March 9th will be issued a $2.21 dividend. 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 payout ratio is presently 67.02%.

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.