UnitedHealth Group Incorporated $UNH Position Cut by Andra AP fonden

Andra AP fonden lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 48.1% in the third quarter, according to its most recent filing with the SEC. The firm owned 52,700 shares of the healthcare conglomerate’s stock after selling 48,800 shares during the quarter. Andra AP fonden’s holdings in UnitedHealth Group were worth $18,197,000 as of its most recent SEC filing.

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

UnitedHealth Group Stock Performance

UNH opened at $292.97 on Friday. The stock has a 50-day moving average of $311.98 and a 200-day moving average of $325.45. 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 Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The company has a market cap of $265.38 billion, a PE ratio of 22.21, a price-to-earnings-growth ratio of 1.32 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $113.73 billion during the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter in the prior year, the business earned $6.81 earnings per share. The company’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research firms recently commented on UNH. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Weiss Ratings reissued a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. Oppenheimer reduced their target price on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. JPMorgan Chase & Co. cut their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a report on Monday, February 2nd. Finally, Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $372.13.

Key Headlines 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?

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.