Town & Country Bank & Trust CO dba First Bankers Trust CO Has $1.80 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Town & Country Bank & Trust CO dba First Bankers Trust CO trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 56.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,225 shares of the healthcare conglomerate’s stock after selling 6,745 shares during the period. Town & Country Bank & Trust CO dba First Bankers Trust CO’s holdings in UnitedHealth Group were worth $1,804,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. LFA Lugano Financial Advisors SA acquired a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $25,000. Sagard Holdings Management Inc. acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth about $29,000. Cloud Capital Management LLC bought a new stake in UnitedHealth Group during the third quarter worth about $32,000. Grey Fox Wealth Advisors LLC acquired a new position in shares of UnitedHealth Group during the 3rd quarter worth approximately $33,000. Finally, Islay Capital Management LLC bought a new position in shares of UnitedHealth Group in the second quarter valued at $31,000. 87.86% of the stock is currently owned by institutional investors.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Q4 EPS slightly beat expectations and the stock rallied on the earnings/earnings‑beat narrative, supporting a short-term bounce. UnitedHealth Group Shares Up After Earnings Beat
• Positive Sentiment: Market commentary highlighted a better 2026 cost outlook and attention from healthcare ETFs, which likely amplified the intraday recovery. Healthcare ETFs in Focus as UnitedHealth Rises
• Positive Sentiment: Several sell‑side analysts trimmed price targets modestly but kept Overweight/Buy/Outperform ratings, indicating continued institutional support despite cuts. (Morgan Stanley trim to $409 noted). Morgan Stanley Modest Target Cut
• Neutral Sentiment: Analyst views are mixed: some argue UNH is undervalued on a longer-term DCF/FCF basis, while others warn regulatory and political risk could keep multiples depressed until clarity on Medicare/MA reimbursement emerges. Seeking Alpha Valuation View
• Neutral Sentiment: Multiple brokerages cut price targets (Jefferies, Leerink, Oppenheimer, RBC, UBS among others) but many retained buy ratings — a signal that expectations are being reset rather than consensus conviction collapsing. Analyst Price Target Moves
• Negative Sentiment: Unusual bearish options activity: traders bought roughly 376,697 put contracts (about +131% vs. average), suggesting many investors are hedging or betting on further downside.
• Negative Sentiment: Regulatory pressure — notably lower Medicare Advantage reimbursement guidance and a “CMS rate shock” — drove a sharp multi‑day selloff (near‑20% intraday plunge earlier) and large market‑cap loss, weighing on sentiment. InsiderMonkey: UNH Loses 19.6%
• Negative Sentiment: Reports of politically timed stock sales by some lawmakers and the magnitude of the recent market cap decline have amplified reputational and headline risk, keeping volatility elevated. Fool: UNH Plunges After Weak Earnings

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. Wells Fargo & Company lifted their price objective on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 7th. Leerink Partners cut their target price on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research note on Wednesday. Evercore ISI raised shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Finally, Barclays increased their target price on UnitedHealth Group from $386.00 to $391.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $380.67.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $292.20 on Friday. The firm has a market capitalization of $264.69 billion, a PE ratio of 22.15, a price-to-earnings-growth ratio of 1.75 and a beta of 0.42. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The stock’s 50-day simple moving average is $331.39 and its 200 day simple moving average is $323.38.

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 the consensus estimate of $2.09 by $0.02. The company had revenue of $113.22 billion for the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.UnitedHealth Group’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same quarter last year, the business posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were given a $2.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 3.0%. UnitedHealth Group’s dividend payout ratio (DPR) is 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.