iA Global Asset Management Inc. Sells 2,827 Shares of UnitedHealth Group Incorporated $UNH

iA Global Asset Management Inc. reduced its position in UnitedHealth Group Incorporated (NYSE:UNH) by 0.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 370,994 shares of the healthcare conglomerate’s stock after selling 2,827 shares during the quarter. UnitedHealth Group comprises about 1.8% of iA Global Asset Management Inc.’s investment portfolio, making the stock its 10th biggest position. iA Global Asset Management Inc.’s holdings in UnitedHealth Group were worth $128,104,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Brighton Jones LLC raised its stake in shares of UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of UnitedHealth Group by 137.1% during 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 in the last quarter. BCS Wealth Management grew its stake in shares of UnitedHealth Group by 15.3% in the second quarter. BCS Wealth Management now owns 1,871 shares of the healthcare conglomerate’s stock valued at $584,000 after buying an additional 248 shares in the last quarter. Evanson Asset Management LLC lifted its position in UnitedHealth Group by 33.6% during the 2nd quarter. Evanson Asset Management LLC now owns 1,065 shares of the healthcare conglomerate’s stock worth $332,000 after acquiring an additional 268 shares in the last quarter. Finally, Regatta Capital Group LLC grew its position in UnitedHealth Group by 38.3% in the second quarter. Regatta Capital Group LLC now owns 978 shares of the healthcare conglomerate’s stock valued at $305,000 after acquiring an additional 271 shares in the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting confidence heading into the Medicare Advantage 2027 advance notice period — this supports upside sentiment from institutional analysts. Mizuho Securities Remains Positive on UnitedHealth Group Amid the Upcoming Medicare Advantage 2027 Advance Notice
• Neutral Sentiment: UnitedHealth said it will rebate 2026 ACA (Obamacare) plan profits to customers — a move that reduces regulatory and political risk but could compress near-term margins depending on rebate size. UnitedHealth to Rebate 2026 ACA Profits as Congress Debates Extending Premium Tax Credits
• Neutral Sentiment: Commentary pieces are exploring investor reactions to the rebate — some view it as good PR and risk mitigation, others flag its potential earnings impact; market response will depend on rebate magnitude and timing. How Investors May Respond To UnitedHealth Group (UNH) Rebating 2026 ACA Plan Profits To Customers
• Neutral Sentiment: Analyst previews and estimate pieces ahead of the Q4 earnings release (Jan. 27) highlight key metrics to watch beyond headline revenue/EPS — medical cost ratio (MCR), membership trends and Optum performance will drive the print. Countdown to UnitedHealth (UNH) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
• Negative Sentiment: UNH executives faced congressional questioning on healthcare affordability — increased regulatory scrutiny raises policy risk and could influence future pricing/mandates. UnitedHealth and CVS Get Grilled on Affordability by Congress
• Negative Sentiment: Analysts warn rising medical costs and a higher medical cost ratio could pressure margins into Q4, making earnings riskier near term. Buying UnitedHealth Before Q4 Earnings? Cost Pressures a Red Flag
• Negative Sentiment: Market commentators urge caution ahead of the Jan. 27 earnings release (some advising not to buy until after the print), and high-profile media voices have recommended peers like CVS over UNH, amplifying short-term pressure. Don’t Buy UnitedHealth Group Stock Before Jan. 27 Jim Cramer Says “Let’s Buy CVS, Not UnitedHealth”

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on UNH shares. Deutsche Bank Aktiengesellschaft downgraded shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price for the company. in a research note on Wednesday, October 29th. Mizuho raised their target price on UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research note on Thursday, October 9th. Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, October 24th. Royal Bank Of Canada upped their target price on UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a research report on Wednesday, October 29th. Finally, Wells Fargo & Company lifted their price target on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 7th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $385.75.

UnitedHealth Group Stock Performance

Shares of UNH opened at $354.74 on Friday. The stock has a market capitalization of $321.34 billion, a PE ratio of 18.51, a price-to-earnings-growth ratio of 2.10 and a beta of 0.42. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The business’s fifty day moving average price is $331.37 and its 200 day moving average price is $322.96. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.87 by $0.05. The company had revenue of $113.16 billion for the quarter, compared to the consensus estimate of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same period last year, the firm posted $7.15 EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were issued a $2.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 2.5%. UnitedHealth Group’s dividend payout ratio (DPR) is 46.14%.

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.