Cary Street Partners Financial LLC Sells 2,414 Shares of UnitedHealth Group Incorporated $UNH

Cary Street Partners Financial LLC decreased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 17.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,239 shares of the healthcare conglomerate’s stock after selling 2,414 shares during the quarter. Cary Street Partners Financial LLC’s holdings in UnitedHealth Group were worth $3,881,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. North Capital Inc. raised its position in shares of UnitedHealth Group by 16.2% during the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after purchasing an additional 27 shares during the period. Sunflower Bank N.A. lifted its position in shares of UnitedHealth Group by 1.5% in the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after acquiring an additional 28 shares in the last quarter. Axis Wealth Partners LLC grew its position in shares of UnitedHealth Group by 1.7% during the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock worth $563,000 after purchasing an additional 28 shares in the last quarter. Abound Wealth Management lifted its holdings in UnitedHealth Group by 13.5% in the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after purchasing an additional 29 shares in the last quarter. Finally, Auxano Advisors LLC grew its holdings in UnitedHealth Group by 3.4% during the 3rd quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock valued at $333,000 after buying an additional 32 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $284.11 on Thursday. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The firm has a market capitalization of $257.35 billion, a P/E ratio of 21.54, a P/E/G ratio of 1.26 and a beta of 0.41. The stock has a 50 day moving average price of $313.51 and a 200 day moving average price of $325.44. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79.

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

UnitedHealth Group Announces Dividend

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

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Board approved a quarterly cash dividend of $2.21 per share (payable Mar 17, shareholders of record Mar 9); the payout implies about a 3.1% yield and supports income-focused buyers. Business Wire Dividend Announcement
• Neutral Sentiment: Company press releases (and wider coverage) formalize the dividend and remind investors of UnitedHealth’s large scale and cash-generation profile, which can moderate volatility for long-term holders. Yahoo Finance
• Neutral Sentiment: Several market commentaries note UNH has underperformed the Dow and that valuation has compressed after the recent pullback; analysts remain mixed but some are cautiously optimistic about recovery if margins normalize. Barchart
• Negative Sentiment: Regulatory and guidance shock: reporting suggests a major driver of the recent ~23% decline was disappointing 2026 guidance plus a proposed Medicare/Medicaid reimbursement update for 2027 that was essentially flat (+0.09%), well below industry models — this has materially cut forward earnings expectations. Forbes
• Negative Sentiment: Core business margin pressure: UnitedHealthcare revenue rose ~15.7% in 2025, but adjusted operating earnings declined sharply (reported ~41.1% fall) as medical cost trends and reduced Medicare funding squeezed margins — investors will be watching repricing and cost-management progress. Zacks
• Negative Sentiment: Near-term price weakness continues in daily trading reports and analyst notes as the market digests guidance, regulatory risk and slower margin recovery — the stock’s recent volatility reflects uncertainty about near-term earnings. Yahoo Market Note

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of research reports. UBS Group reduced their price objective on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Wells Fargo & Company lowered their price objective 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. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Royal Bank Of Canada dropped their price target on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $372.13.

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.