Academy Capital Management Trims Holdings in UnitedHealth Group Incorporated $UNH

Academy Capital Management lessened its position in UnitedHealth Group Incorporated (NYSE:UNH) by 53.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 86,451 shares of the healthcare conglomerate’s stock after selling 101,169 shares during the period. UnitedHealth Group comprises 4.3% of Academy Capital Management’s portfolio, making the stock its 11th largest holding. Academy Capital Management’s holdings in UnitedHealth Group were worth $29,852,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. LFA Lugano Financial Advisors SA acquired a new stake in UnitedHealth Group in the 2nd quarter worth about $25,000. Sagard Holdings Management Inc. acquired a new stake in shares of UnitedHealth Group in the second quarter worth approximately $29,000. Foster Dykema Cabot & Partners LLC increased its position in 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 last quarter. 1248 Management LLC acquired a new position in shares of UnitedHealth Group in the 3rd quarter valued at $29,000. Finally, Islay Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter worth $31,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have issued reports on UNH shares. Oppenheimer lowered their price target on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Morgan Stanley cut their price target on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a report on Friday, January 23rd. UBS Group decreased their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Finally, Jefferies Financial Group cut their price objective on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

Key UnitedHealth Group News

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

• Positive Sentiment: Analyst upgrade to “Buy” citing attractive valuation, AI-driven cost efficiencies and long-term demographic tailwinds; frames current weakness as a buying opportunity. UnitedHealth: A Golden Buying Opportunity (Rating Upgrade)
• Positive Sentiment: UnitedHealthcare Vision partners with Hadley to expand emotional-support resources for people with vision loss — positive for brand, patient engagement and non-core reputation momentum (limited direct near-term financial impact). Hadley and UnitedHealthcare Vision Collaborate to Expand Emotional Support for Vision Loss
• Neutral Sentiment: Market reports note UNH underperformed the broader market today; these are summaries of price action and don’t add new company-specific catalysts. Here’s Why UnitedHealth Group (UNH) Fell More Than Broader Market Here’s Why UnitedHealth Group (UNH) Fell More Than Broader Market (Zacks)
• Negative Sentiment: Multiple investor letters and coverage flag an unexpected surge in health-care costs in Q4 that pressured margins — this is the primary operational driver cited for recent stock weakness and poses near-term earnings risk. Unexpected Health Costs Impacted UnitedHealth (UNH) in Q4
• Negative Sentiment: Leadership change at Optum and tighter cost-control measures (pay caps, layoffs, clinic cuts) raise execution risk on margin recovery; coverage also flags a class-action securities suit that could add legal uncertainty. UnitedHealth Leadership Shift Tests Cost Controls And Legal Risk Outlook
• Negative Sentiment: Scott+Scott launched an investigation into potential breaches of fiduciary duty by UnitedHealth directors/officers — potential governance issues and litigation risk that can weigh on sentiment and valuation until resolved. UNITEDHEALTH GROUP INCORPORATED INVESTOR ALERT: Scott+Scott Investigates Directors and Officers

UnitedHealth Group Stock Performance

Shares of UNH opened at $291.92 on Thursday. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. The firm has a market cap of $264.97 billion, a price-to-earnings ratio of 22.13, a PEG ratio of 1.33 and a beta of 0.41. The business’s 50 day moving average is $309.95 and its two-hundred day moving average is $326.09.

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

UnitedHealth Group Dividend Announcement

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 paid a dividend of $2.21 per share. The ex-dividend date is Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 3.0%. UnitedHealth Group’s dividend payout ratio 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.