Keybank National Association OH Sells 21,437 Shares of UnitedHealth Group Incorporated $UNH

Keybank National Association OH decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 11.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 160,983 shares of the healthcare conglomerate’s stock after selling 21,437 shares during the quarter. Keybank National Association OH’s holdings in UnitedHealth Group were worth $55,588,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of UNH. Brighton Jones LLC boosted its stake in UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after acquiring an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in shares of UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $340,000. Patriot Financial Group Insurance Agency LLC lifted its holdings in UnitedHealth Group by 42.5% during the second quarter. Patriot Financial Group Insurance Agency LLC now owns 5,312 shares of the healthcare conglomerate’s stock worth $1,657,000 after acquiring an additional 1,583 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of UnitedHealth Group by 15.8% in the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 154,874 shares of the healthcare conglomerate’s stock worth $48,316,000 after acquiring an additional 21,177 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Trading Down 1.8%

UNH stock opened at $287.03 on Friday. The stock has a market cap of $260.00 billion, a price-to-earnings ratio of 21.76, a price-to-earnings-growth ratio of 1.35 and a beta of 0.42. The company has a fifty day moving average price of $330.74 and a two-hundred day moving average price of $323.29. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. The company had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter last year, the company earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were given a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a yield of 3.1%. UnitedHealth Group’s dividend payout ratio is currently 67.02%.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on UNH shares. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday. TD Cowen increased their target price on UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a report on Thursday, October 30th. Morgan Stanley reduced their price objective on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research report on Friday, January 23rd. Zacks Research upgraded UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Finally, Oppenheimer lowered their price objective on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $376.75.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Q4 beat and near-term optimism: UNH reported an EPS beat that briefly lifted sentiment and helped the stock rally after the print. That positive earnings surprise shows operations can still deliver despite headwinds. UnitedHealth Group (NYSE:UNH) Shares Up 4% After Earnings Beat
• Positive Sentiment: Potential policy upside: Commentary that UNH is negotiating with the administration for more favorable Medicare rates is a tailwind if realized, supporting longer-term policy risk mitigation. 5 Stocks Primed for a Turnaround in 2026
• Neutral Sentiment: Modest analyst adjustments but continued support: Morgan Stanley trimmed its target slightly while keeping an Overweight rating, signaling analyst conviction remains even as near-term assumptions are revised. UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley
• Neutral Sentiment: Investor debate on durability: Several analyst pieces argue the current weakness may be temporary (AI-driven efficiencies, margin recovery) — this creates mixed near-term flows as value buyers size positions vs. risk-averse sellers. UnitedHealth: Opportunity Is Here – Temporary FY2026 Pain
• Negative Sentiment: Analyst price-target cuts: Barclays and Wells Fargo lowered targets (while keeping Overweight ratings), signaling reduced near-term expectations and likely weighing on buying momentum. Analyst Price Target Changes (Benzinga)
• Negative Sentiment: Regulatory/reimbursement pressure: Proposed smaller Medicare reimbursements and government scrutiny of insurer margins remain the largest catalyst for the sell-off and uncertainty around 2026-27 margins. UnitedHealth Plunges After Weak Earnings
• Negative Sentiment: Elevated bearish positioning: Unusual options activity showed a large jump in put buying, indicating short-term hedging or speculative bearish bets that can amplify downward moves. (Options volume data reported 376,697 puts traded vs. average ~163k.)

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.