Pinnacle Financial Partners Inc reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 48.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 77,007 shares of the healthcare conglomerate’s stock after selling 72,490 shares during the period. Pinnacle Financial Partners Inc’s holdings in UnitedHealth Group were worth $26,591,000 at the end of the most recent reporting period.
A number of other hedge funds have also made changes to their positions in UNH. North Capital Inc. grew its position 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 purchasing an additional 27 shares in the last quarter. Sunflower Bank N.A. boosted its stake 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 buying an additional 28 shares during the period. Axis Wealth Partners LLC increased its stake 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 worth $563,000 after acquiring an additional 28 shares during the last quarter. Abound Wealth Management grew 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, Western Pacific Wealth Management LP raised its stake in shares of UnitedHealth Group by 12.0% during the 2nd quarter. Western Pacific Wealth Management LP now owns 336 shares of the healthcare conglomerate’s stock worth $105,000 after purchasing an additional 36 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth is running a six-month Medicare Advantage pilot that speeds payments by roughly 50% (sub‑15 day cycles) to help rural hospitals’ cash flow — a move that can reduce provider strain and preserve network stability. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
- Positive Sentiment: Analyst coverage remains constructive and media pieces note recent outperformance; one report highlighted a recent session where UNH rose ~1.2%, reflecting pockets of upside sentiment among investors. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
- Positive Sentiment: Wall Street analyst sentiment and buy-side interest are being cited as supportive factors as brokers review UNH ratings and earnings prospects. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
- Positive Sentiment: Filings show a purchase by Rep. Gilbert Ray Cisneros Jr., which can be interpreted as incremental insider/institutional demand. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
- Neutral Sentiment: Options flow and sentiment analyses are active (heavy trading / interest), giving insight into positioning but not a clear directional signal. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
- Neutral Sentiment: Comparisons with peers (CVS, Centene) show UNH has lagged on total return over the past year but retains stronger operating margin and a more moderate P/E — a mixed fundamental picture for relative-value investors. UNH Stock vs. CVS
- Neutral Sentiment: Several trend/overview pieces note UNH as a widely watched ticker; that attention increases flows but doesn’t guarantee direction. Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
- Neutral Sentiment: Roundups (Dogs of the Dow) include dividend and yield context that may attract income-focused buyers, but UNH’s yield/placement vs. high-yield names is mixed. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
- Negative Sentiment: Analysts and commentators flag material margin compression after a sharp rise in healthcare costs last year, which has depressed profits and is the primary near‑term concern driving selling pressure. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
- Negative Sentiment: Balanced ‘checkup’ pieces outline bear-case headwinds for 2026 (costs, potential reimbursement/policy risks) that keep investors cautious despite structural scale advantages. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026. The bull and bear cases now
UnitedHealth Group Trading Down 2.3%
UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping the consensus estimate 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 return on equity of 19.23% and a net margin of 4.04%.The company’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same period in the previous year, the business posted $7.15 EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.
UnitedHealth Group Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were issued a dividend of $2.21 per share. The ex-dividend date was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 2.7%. UnitedHealth Group’s payout ratio is presently 46.14%.
Analysts Set New Price Targets
Several brokerages recently weighed in on UNH. Sanford C. Bernstein raised their price objective on shares of UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. The Goldman Sachs Group initiated coverage on shares of UnitedHealth Group in a report on Tuesday, October 14th. They set a “buy” rating and a $406.00 price target on the stock. Mizuho increased their target price on shares of UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research report on Thursday, October 9th. Bank of America boosted their price target on UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Finally, Piper Sandler cut their price objective on UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating on the stock in a research note on Tuesday, October 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $385.75.
Check Out Our Latest Stock Report on UNH
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.
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