UnitedHealth Group Incorporated $UNH Shares Sold by Primecap Management Co. CA

Primecap Management Co. CA trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 40.6% in the third quarter, Holdings Channel.com reports. The firm owned 199,982 shares of the healthcare conglomerate’s stock after selling 136,800 shares during the period. Primecap Management Co. CA’s holdings in UnitedHealth Group were worth $69,054,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Norges Bank purchased a new position in UnitedHealth Group in the second quarter valued at about $3,837,207,000. Berkshire Hathaway Inc acquired a new stake in shares of UnitedHealth Group during the second quarter worth approximately $1,572,193,000. Dodge & Cox boosted its stake in UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after acquiring an additional 4,730,192 shares during the last quarter. Lone Pine Capital LLC acquired a new position in UnitedHealth Group during the 2nd quarter worth $528,273,000. Finally, Amundi raised its stake in shares of UnitedHealth Group by 33.8% in the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after purchasing an additional 1,565,245 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Board-approved quarterly dividend of $2.21 per share (3.1% yield), ex-dividend March 9 — supports income investors and can stabilize the share base. UnitedHealth Group Board Authorizes Payment of Quarterly Dividend
• Positive Sentiment: Sector rotation into defensive healthcare is benefiting names like UNH as investors trim cyclical tech and staples exposure — a tailwind for shares. Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.
• Positive Sentiment: Analysts argue UNH’s scale and diversified model give it more upside vs. peers (e.g., Humana) as managed-care margins are tested — a relative-strength story that can attract money into UNH. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Neutral Sentiment: Coverage pieces note UNH is slightly lower since the last earnings report and are parsing forward EPS/assumptions — watch revisions rather than headlines for near-term impact. UnitedHealth (UNH) Down 3.3% Since Last Earnings Report: Can It Rebound?
• Neutral Sentiment: Commentary that UNH has underperformed the Dow over the past year is drawing cautious analyst views — signals attention but no immediate directional catalyst. Is UnitedHealth Stock Underperforming the Dow?
• Negative Sentiment: Aristotle Growth Equity Fund disclosed it exited UNH citing lowered guidance — a vote of concern from an institutional holder and potential selling pressure. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Major selloff context: UNH plunged ~23% in under a month after weak FY guidance plus a proposed near-flat 2027 reimbursement update — a regulatory shock that materially increases earnings uncertainty. Is The Bottom In For UNH Stock After Its Dramatic 23% Slide?
• Negative Sentiment: UnitedHealthcare’s core margins have been squeezed by surging medical costs; management is flagging repricing and utilization levers for 2026 but execution risk remains. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?

UnitedHealth Group Price Performance

NYSE UNH opened at $286.63 on Friday. The company has a 50-day moving average price of $312.67 and a two-hundred day moving average price of $325.17. The stock has a market cap of $259.64 billion, a price-to-earnings ratio of 21.73, a price-to-earnings-growth ratio of 1.31 and a beta of 0.41. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.02. The business had revenue of $113.73 billion during 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%.The business’s revenue was up 12.3% on a year-over-year basis. During the same period in the previous year, the firm posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be issued a $2.21 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 3.1%. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on UNH. Jefferies Financial Group cut their price objective on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Truist Financial reduced their price objective on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. Wells Fargo & Company lowered their target price on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. UBS Group decreased their price target on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Finally, Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average target price of $372.13.

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.