Retirement Systems of Alabama Raises Stock Holdings in UnitedHealth Group Incorporated $UNH

Retirement Systems of Alabama grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 13.6% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 410,123 shares of the healthcare conglomerate’s stock after buying an additional 49,174 shares during the period. Retirement Systems of Alabama’s holdings in UnitedHealth Group were worth $141,615,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. LFA Lugano Financial Advisors SA acquired a new stake in shares of UnitedHealth Group in the 2nd quarter worth $25,000. Sagard Holdings Management Inc. purchased a new position in UnitedHealth Group in the second quarter worth $29,000. Grey Fox Wealth Advisors LLC acquired a new position in shares of UnitedHealth Group during the 3rd quarter worth $33,000. Islay Capital Management LLC purchased a new stake in UnitedHealth Group during the second quarter worth about $31,000. Finally, Riggs Asset Managment Co. Inc. lifted its position in shares of UnitedHealth Group by 69.4% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after acquiring an additional 43 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Up 0.6%

UNH opened at $356.46 on Friday. The firm has a 50 day moving average price of $332.07 and a 200 day moving average price of $323.44. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company has a market cap of $322.89 billion, a PE ratio of 18.60, a price-to-earnings-growth ratio of 2.15 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last released 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. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The company had revenue of $113.16 billion for the quarter, compared to analyst estimates of $113.19 billion. During the same period last year, the company posted $7.15 earnings per share. The firm’s revenue was up 12.2% compared to the same quarter last year. Sell-side analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is 46.14%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
• Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
• Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
• Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
• Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
• Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

Analyst Upgrades and Downgrades

Several research firms have weighed in on UNH. UBS Group raised their target price on shares of UnitedHealth Group from $378.00 to $430.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Leerink Partners set a $410.00 price objective on UnitedHealth Group and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. Jefferies Financial Group raised their price target on UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a research report on Friday, October 17th. Morgan Stanley decreased their price objective on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research note on Friday. Finally, The Goldman Sachs Group began coverage on shares of UnitedHealth Group in a report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 target price on the stock. One 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 issued a Sell rating to the company. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and an average target price of $386.33.

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.