Caitong International Asset Management Co. Ltd Sells 3,392 Shares of UnitedHealth Group Incorporated $UNH

Caitong International Asset Management Co. Ltd reduced its position in UnitedHealth Group Incorporated (NYSE:UNH) by 74.4% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,165 shares of the healthcare conglomerate’s stock after selling 3,392 shares during the period. Caitong International Asset Management Co. Ltd’s holdings in UnitedHealth Group were worth $402,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. North Capital Inc. raised its position in UnitedHealth Group by 16.2% in the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after buying an additional 27 shares during the last quarter. Sunflower Bank N.A. grew its stake 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 worth $662,000 after acquiring an additional 28 shares during the period. Axis Wealth Partners LLC lifted its position in UnitedHealth Group by 1.7% during the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after purchasing an additional 28 shares during the period. Abound Wealth Management grew its position 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 during the period. Finally, Auxano Advisors LLC lifted its holdings in shares of 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 during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $287.60 on Wednesday. The firm’s 50 day simple moving average is $301.00 and its two-hundred day simple moving average is $324.98. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The company has a market capitalization of $261.05 billion, a P/E ratio of 21.80, a P/E/G ratio of 1.31 and a beta of 0.41. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.73 billion for the quarter, compared to the consensus estimate of $113.38 billion. During the same period last year, the firm earned $6.81 EPS. 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. Research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 3.1%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 67.02%.

Wall Street Analyst Weigh In

UNH has been the topic of a number of recent research reports. Evercore raised UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Mizuho cut their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. Wells Fargo & Company dropped their price target on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Finally, Truist Financial decreased their target price on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

Key UnitedHealth Group News

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

• Positive Sentiment: Analyst bullish thesis highlighting AI-driven efficiency and a targeted $1B in cost savings, plus management’s 2026 EPS guidance, supports expectations for margin improvement and earnings recovery. UnitedHealth: Why AI Is The Secret Weapon For The Turnaround
• Positive Sentiment: UnitedHealthcare expanded national doula coverage for employer plans — a value-based, preventive care move that could improve maternal outcomes and reduce downstream costs if utilization and ROI track expectations. UNH Expands Doulas: Better Outcomes or Margin Play Ahead?
• Neutral Sentiment: The company set its Q1 2026 earnings release for April 21 (pre-market) with a webcast — an upcoming report that could drive volatility depending on revenue/margin progress vs. the current EPS guidance. UnitedHealth Group Announces Earnings Release Date
• Neutral Sentiment: Coverage and commentary summarizing a bullish investment case (valuation-focused writeups) keep the narrative mixed—some investors see a longer-term buy opportunity while others wait for clearer execution. Is UnitedHealth Group Incorporated (UNH) A Good Stock To Buy Now?
• Negative Sentiment: Critical research argues the stock is stabilizing but not yet a buy—analysts caution that membership and revenue adjustments reflect strategic resets, and valuation compression leaves limited margin of safety until execution is proven. UnitedHealth: Stabilizing, But Not Yet A Buy

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.