UnitedHealth Group Incorporated $UNH Shares Sold by American Century Companies Inc.

American Century Companies Inc. reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 36.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,025,448 shares of the healthcare conglomerate’s stock after selling 589,141 shares during the quarter. American Century Companies Inc. owned 0.11% of UnitedHealth Group worth $354,088,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. LFA Lugano Financial Advisors SA acquired a new position in shares of UnitedHealth Group in the 2nd quarter worth $25,000. Hurley Capital LLC boosted its position in shares of UnitedHealth Group by 81.6% in 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 during the period. Sagard Holdings Management Inc. acquired a new stake in UnitedHealth Group during the 2nd quarter worth about $29,000. Cloud Capital Management LLC acquired a new position in shares of UnitedHealth Group in the third quarter worth about $32,000. Finally, Grey Fox Wealth Advisors LLC acquired a new stake in shares of UnitedHealth Group during the third quarter valued at approximately $33,000. Institutional investors own 87.86% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Board affirms quarterly cash dividend of $2.21/share (record March 9, payable March 17), which supports income investors and signals steady capital return policy. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Positive Sentiment: Market reaction: reports show UNH trading materially higher after the dividend announcement, indicating short-term buying interest tied to the payout confirmation. UnitedHealth Group (NYSE:UNH) Trading 3.7% Higher Following Dividend Announcement
• Positive Sentiment: Relative strength vs. peers: analysts argue UNH’s scale and diversified model give it better upside versus Humana as managed-care margins are tested, supporting a longer-term constructive view. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Neutral Sentiment: Sector flows: some strategists recommend rotating into defensive names and healthcare, which could provide tailwinds for UNH even as the macro outlook weakens. Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.
• Negative Sentiment: Guidance and margin pressure: coverage highlights weaker 2026 revenue guidance and rising medical costs (especially Medicare-related), which compress margins and are a key reason for investor caution. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Negative Sentiment: Institutional selling: Aristotle Growth Equity Fund exited its UNH position citing lowered guidance — a signal some funds are trimming exposure ahead of margin headwinds. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Recent price weakness and re-rating: commentary notes a sizable multi-month share-price decline and that UNH is down since the last earnings report, underscoring investor concerns about near-term earnings and margin recovery. Is It Time To Reassess UnitedHealth Group (UNH) After A 37% Share Price Slide?

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on UNH shares. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. Jefferies Financial Group reduced their price objective on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Finally, Mizuho lowered their price objective 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. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Stock Up 2.2%

UnitedHealth Group stock opened at $292.97 on Friday. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The firm has a fifty day moving average price of $311.98 and a two-hundred day moving average price of $325.45. The firm has a market cap of $265.38 billion, a price-to-earnings ratio of 22.21, a P/E/G ratio of 1.32 and a beta of 0.41. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36.

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

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be paid a $2.21 dividend. The ex-dividend date is Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 3.0%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 67.02%.

About UnitedHealth Group

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.