CX Institutional Sells 13,196 Shares of UnitedHealth Group Incorporated $UNH

CX Institutional reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 64.7% during the third quarter, Holdings Channel.com reports. The institutional investor owned 7,209 shares of the healthcare conglomerate’s stock after selling 13,196 shares during the quarter. CX Institutional’s holdings in UnitedHealth Group were worth $2,489,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the stock. LFA Lugano Financial Advisors SA purchased a new stake in shares of UnitedHealth Group in the 2nd quarter worth about $25,000. Bayforest Capital Ltd boosted its position in UnitedHealth Group by 685.7% during the 1st quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock valued at $29,000 after acquiring an additional 48 shares in the last quarter. Sagard Holdings Management Inc. bought a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $29,000. Islay Capital Management LLC bought a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $31,000. Finally, Riggs Asset Managment Co. Inc. lifted its position in UnitedHealth Group by 69.4% during the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after buying an additional 43 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

NYSE UNH opened at $341.96 on Thursday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. The company has a market capitalization of $309.76 billion, a price-to-earnings ratio of 17.85, a PEG ratio of 2.11 and a beta of 0.42. The stock has a 50-day moving average of $329.42 and a 200 day moving average of $320.61. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating analysts’ consensus estimates of $2.87 by $0.05. The company had revenue of $113.16 billion for the quarter, compared to the consensus estimate of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $7.15 earnings per share. On average, sell-side analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s payout ratio is currently 46.14%.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the stock. Royal Bank Of Canada lifted their price target on shares of UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a research report on Wednesday, October 29th. Mizuho boosted their price target on UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research report on Thursday, October 9th. Zacks Research raised UnitedHealth Group from a “strong sell” rating to a “hold” rating in a report on Monday, October 6th. Wells Fargo & Company raised their price target on UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a report on Tuesday, October 7th. Finally, TD Cowen increased their price objective on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research report on Thursday, October 30th. Seventeen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Hold” and an average target price of $385.75.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Analyst confidence has been rising, recasting UNH’s investment story toward a steadier, buy-and-hold narrative as analysts point to durable cash flow and margin resilience. This supports multiple expansion and institutional demand. How Rising Analyst Confidence At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Positive Sentiment: Motley Fool included UNH among top Dow picks for 2026, highlighting long-term growth drivers (Medicare Advantage, Optum services) that can attract buy-side interest and support the stock. 2 Dow Stocks to Buy Hand Over Fist in 2026 and 1 to Avoid
• Positive Sentiment: An analyst named UNH a top pick and nudged up its price target, a catalyst that likely supported earlier intraday buying and underpins upside expectations versus peers. Why UnitedHealth Stock Bumped Higher Today
• Positive Sentiment: Evercore upgraded UNH to Outperform despite noting elevated utilization trends — the upgrade signals confidence in management’s ability to manage costs and sustain growth, which can attract buyers. UnitedHealth wins outperform at Evercore despite elevated utilization trends
• Neutral Sentiment: Some analysts are reworking the earnings-recovery narrative, tempering near-term growth expectations as utilization patterns fluctuate; this introduces near-term uncertainty even as the longer-term thesis remains intact. Looking At The Narrative For UnitedHealth Group UNH After Shifting Earnings Recovery Expectations

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.