Florida Trust Wealth Management Co Lowers Stock Holdings in UnitedHealth Group Incorporated $UNH

Florida Trust Wealth Management Co lessened its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 16.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 43,038 shares of the healthcare conglomerate’s stock after selling 8,446 shares during the period. Florida Trust Wealth Management Co’s holdings in UnitedHealth Group were worth $14,207,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the company. North Capital Inc. boosted its stake in 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 buying an additional 27 shares during the period. Sunflower Bank N.A. raised its holdings in shares of UnitedHealth Group by 1.5% in the 3rd 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 holdings 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 raised its stake in UnitedHealth Group by 13.5% in the third quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock valued at $84,000 after purchasing an additional 29 shares in the last quarter. Finally, Cooper Financial Group lifted its position in UnitedHealth Group by 0.7% during the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after purchasing an additional 30 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 0.0%

Shares of UNH stock opened at $277.30 on Friday. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The business has a 50-day moving average of $283.03 and a 200 day moving average of $319.77. The stock has a market capitalization of $251.70 billion, a PE ratio of 21.02, a P/E/G ratio of 1.28 and a beta of 0.40. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating 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 analyst estimates of $113.38 billion. During the same quarter in the prior year, the firm posted $6.81 earnings per share. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is currently 67.02%.

Key UnitedHealth Group News

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

• Positive Sentiment: Raymond James upgraded UNH to Outperform and set a $330 target, citing higher earnings upside from Optum margin improvement and AI initiatives — a catalyst for near‑term buying interest. UnitedHealth Group (NYSE:UNH) Trading 1.2% Higher After Analyst Upgrade
• Positive Sentiment: Analysts and outlets are highlighting UNH’s planned multibillion‑dollar AI spend (including the Avery generative AI platform) as a lever to speed claims processing and lower costs — a medium‑term margin story if execution succeeds. How UnitedHealth’s AI Bet And Optum Margin Push At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Neutral Sentiment: Coverage pointing to a “quiet turnaround” and pieces framing UNH as a recovery/opportunity trade reflect growing investor interest but hinge on sustained margin progress and regulatory outcome. These narratives support demand but don’t remove execution risk. The Quiet Turnaround In UnitedHealth
• Neutral Sentiment: Analyses benchmarking Q4 and longer‑term valuation debates highlight that UNH’s recent share decline has attracted some buy‑the‑dip interest from bullish analysts, balancing skepticism over near‑term volatility. Health Insurance Providers Stocks Q4 Recap: Benchmarking UnitedHealth (NYSE:UNH)
• Negative Sentiment: Mairs & Power flagged that UnitedHealth’s own operational issues in 2025 were a material drag — a reminder that execution lapses (claims, workflows) can erase expected benefits from tech investments and weigh near‑term results. Self-Inflicted Operational Issues Pressured UnitedHealth Group (UNH) In 2025
• Negative Sentiment: Leerink warns of sizable RADV (risk‑adjustment) audit exposure — a regulatory/financial risk that could lead to Medicare Advantage revenue adjustments and earnings pressure if assessments materialize. This is a key downside risk for investors to monitor. Leerink sees UnitedHealth stock facing largest RADV audit exposure

Wall Street Analysts Forecast Growth

UNH has been the topic of several research reports. JPMorgan Chase & Co. lowered their price objective on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research report on Monday, February 2nd. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Truist Financial dropped their target price on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Finally, UBS Group decreased their price target on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $363.38.

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.