UnitedHealth Group Incorporated $UNH Shares Sold by Banque Pictet & Cie SA

Banque Pictet & Cie SA lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 8.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 222,354 shares of the healthcare conglomerate’s stock after selling 21,047 shares during the period. UnitedHealth Group makes up about 0.4% of Banque Pictet & Cie SA’s portfolio, making the stock its 25th biggest position. Banque Pictet & Cie SA’s holdings in UnitedHealth Group were worth $73,401,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Beacon Financial Strategies CORP purchased a new position in UnitedHealth Group in the 4th quarter worth $26,000. Sagard Holdings Management Inc. acquired a new position in shares of UnitedHealth Group in the second quarter valued at about $29,000. Foster Dykema Cabot & Partners LLC lifted its holdings in shares of UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 34 shares during the period. 1248 Management LLC acquired a new position in UnitedHealth Group in the 3rd quarter worth approximately $29,000. Finally, Holos Integrated Wealth LLC acquired a new stake in UnitedHealth Group during the 4th quarter valued at approximately $29,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $274.04 on Thursday. The firm has a market cap of $248.74 billion, a PE ratio of 20.78, a P/E/G ratio of 1.24 and a beta of 0.40. The business has a 50-day moving average price of $286.16 and a 200 day moving average price of $320.70. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data 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 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. 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. Sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 3.2%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 67.02%.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the stock. Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Leerink Partners reduced their price objective on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. JPMorgan Chase & Co. lowered their target price on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd. UBS Group reduced their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Finally, KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $363.38.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Raymond James upgraded UNH to Outperform and set a $330 price target, citing better-than-expected expense/margin improvement (especially at Optum Health), which implies meaningful upside to earnings estimates. Raymond James upgrade
• Positive Sentiment: Prominent analyst pieces argue UNH is deeply discounted after steep declines and that the pullback creates a buying opportunity for value/long-term investors. That narrative can attract contrarian flows. Investopedia buy argument
• Positive Sentiment: Reports that billionaire Paul Tudor Jones is adding to UNH provide a headline-driven catalyst and signal institutional conviction for some macro-focused allocators. Paul Tudor Jones buys
• Positive Sentiment: Analysis from Zacks highlights UNH’s strong earnings surprise history and argues the company has the setup to beat upcoming quarters—supporting the bullish case tied to margin recovery. Zacks on earnings upside
• Neutral Sentiment: Street coverage remains heavy and mixed: many buy/outperform ratings and a median multi-month price target well above current levels, so analyst sentiment provides a backdrop for both rallies and volatility. QuiverQuant analyst/target summary
• Negative Sentiment: Social-media and trader chatter intensified after shares fell below Berkshire’s purchase price, spotlighting year-to-date and prior-year declines; that panic plus recent large institutional sell-offs increases downside volatility risk. QuiverQuant social discussion
• Negative Sentiment: Legal/regulatory risk remains unresolved: the Ninth Circuit will weigh whether United can use a broad preemption defense in a Medicare Advantage fraud case—an adverse ruling could increase liability exposure and regulatory scrutiny. Ninth Circuit legal risk

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.