Robeco Schweiz AG Decreases Stock Holdings in UnitedHealth Group Incorporated $UNH

Robeco Schweiz AG reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 9.3% in the third quarter, HoldingsChannel.com reports. The firm owned 18,261 shares of the healthcare conglomerate’s stock after selling 1,864 shares during the period. Robeco Schweiz AG’s holdings in UnitedHealth Group were worth $6,306,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. LFA Lugano Financial Advisors SA purchased a new stake in UnitedHealth Group in the second quarter worth $25,000. Sagard Holdings Management Inc. bought a new position in UnitedHealth Group in the 2nd quarter worth $29,000. Islay Capital Management LLC purchased a new position in shares of UnitedHealth Group during the second quarter valued at about $31,000. Riggs Asset Managment Co. Inc. lifted its holdings in UnitedHealth Group by 69.4% in the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after buying an additional 43 shares during the period. Finally, Kilter Group LLC bought a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $34,000. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Trading Down 1.9%

UNH stock opened at $334.00 on Wednesday. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71. The firm’s fifty day simple moving average is $329.72 and its two-hundred day simple moving average is $321.78. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The stock has a market capitalization of $302.55 billion, a price-to-earnings ratio of 17.43, a price-to-earnings-growth ratio of 2.06 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, beating 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%.UnitedHealth Group’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $7.15 EPS. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a yield of 2.6%. UnitedHealth Group’s dividend payout ratio is 46.14%.

More UnitedHealth Group News

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

• Positive Sentiment: Re-affirmed 2026 guidance and ACA subsidy developments support upside — bullish investors note UnitedHealth reiterated full‑year 2026 guidance and recent Senate action to extend ACA subsidies (though a veto was hinted at), removing a key downside risk to membership and revenue growth; some analysts/notes argue this sets the stock up to retake prior highs. UnitedHealth Could Re-Take Its All-Time High In 2026
• Positive Sentiment: New Milliman studies bolstering Medicare Advantage economics — UnitedHealth released commissioned actuarial work concluding Medicare Advantage is lower cost to the federal government and lower out‑of‑pocket for beneficiaries, giving UNH policy/PR ammunition to defend MA business and earnings. New Independent Studies: Medicare Advantage Delivers Greater Value
• Neutral Sentiment: Media and retail coverage — televised/influencer pieces and inclusion in dividend screens generate attention but are unlikely to move fundamentals near-term; useful for flow/interest context. Final Trades: Capital One, UnitedHealth, Regeneron and Alibaba The Dogs of the Dow
• Negative Sentiment: Senate report alleging aggressive Medicare‑advantage coding tactics hit sentiment — a U.S. Senate committee and major outlets (WSJ/Reuters) reported the company used aggressive methods to capture payment‑boosting diagnoses; the story prompted sell‑side commentary and intraday weakness as the alleged practices raise regulatory, legal and reimbursement risks. Senate report says UnitedHealth used aggressive tactics to boost medicare payments, WSJ reports UnitedHealth Medicare Senate Report (WSJ)

Analysts Set New Price Targets

UNH has been the subject of a number of research reports. TD Cowen increased their price objective on UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a report on Thursday, October 30th. Royal Bank Of Canada lifted their price objective on UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a report on Wednesday, October 29th. The Goldman Sachs Group started coverage on shares of UnitedHealth Group in a research report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price target on the stock. Deutsche Bank Aktiengesellschaft lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target for the company. in a research report on Wednesday, October 29th. Finally, Jefferies Financial Group increased their price objective on shares of UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a report on Friday, October 17th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $385.75.

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.