UnitedHealth Group Incorporated $UNH Shares Sold by Whalerock Point Partners LLC

Whalerock Point Partners LLC decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 18.0% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 10,933 shares of the healthcare conglomerate’s stock after selling 2,406 shares during the period. Whalerock Point Partners LLC’s holdings in UnitedHealth Group were worth $3,775,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. North Capital Inc. raised its position in shares of UnitedHealth Group by 16.2% in the 3rd 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. increased its position in shares of UnitedHealth Group by 1.5% in the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after purchasing an additional 28 shares during the last quarter. Axis Wealth Partners LLC grew its stake in 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 purchasing an additional 28 shares in the last quarter. Abound Wealth Management grew its position in shares of UnitedHealth Group by 13.5% in the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after acquiring an additional 29 shares in the last quarter. Finally, Auxano Advisors LLC lifted its stake in UnitedHealth Group by 3.4% during the third quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock worth $333,000 after purchasing an additional 32 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $286.63 on Friday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The firm 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 50-day moving average of $312.67 and a 200-day moving average of $325.17. 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 (NYSE:UNH) last released its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter last year, the company posted $6.81 EPS. UnitedHealth Group’s revenue for the quarter was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

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

Analyst Ratings Changes

UNH has been the topic of a number of recent research reports. Royal Bank Of Canada reduced their price target on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Jefferies Financial Group decreased their target price on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Morgan Stanley cut their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a report on Friday, January 23rd. Leerink Partners dropped their target price on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Finally, TD Cowen upped their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a research report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $372.13.

More UnitedHealth Group News

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

• Positive Sentiment: Board re-affirmed the quarterly cash dividend of $2.21 per share (payable March 17, record March 9), signaling commitment to shareholder returns despite profit pressure. This supports income-oriented investors and underpins buy-side interest. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Positive Sentiment: Market reaction: coverage notes UNH trading higher intraday following the dividend announcement, indicating the payout helped calm some selling and attracted short-term buyers. UnitedHealth Group (NYSE:UNH) Trading 3.7% Higher Following Dividend Announcement
• Neutral Sentiment: Analyst/sector context: comparisons with Humana highlight UNH’s scale and diversified model as potential upside versus peers if margins stabilize — useful framing for relative positioning but not an immediate catalyst. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Negative Sentiment: Guidance and margin pressure: reports emphasize weaker 2026 revenue guidance and rising medical/Medicare-related costs that compress margins and reduced near-term profitability expectations — a core reason for recent selling. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Negative Sentiment: Fund-level selling: Aristotle Growth Equity Fund disclosed exiting UNH citing lowered guidance, a sign institutional rebalancing that can amplify downward pressure. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Regulatory shock and big drawdown: commentary ties a ~23–37% multi-week share decline to disappointing guidance plus a Trump administration proposal for essentially flat 2027 Medicare reimbursement (near-zero increase), which meaningfully worsens industry margin outlook. Is The Bottom In For UNH Stock After Its Dramatic 23% Slide?
• Negative Sentiment: Near-term earnings reaction: coverage notes the stock is down since the last earnings report and investors are watching upcoming estimates and margins for signs of stabilization. UnitedHealth (UNH) Down 3.3% Since Last Earnings Report: Can It Rebound?

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.