UnitedHealth Group Incorporated $UNH Shares Sold by Stonegate Investment Group LLC

Stonegate Investment Group LLC cut its position in UnitedHealth Group Incorporated (NYSE:UNH) by 30.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,291 shares of the healthcare conglomerate’s stock after selling 2,762 shares during the period. Stonegate Investment Group LLC’s holdings in UnitedHealth Group were worth $2,172,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of UNH. Murphy Pohlad Asset Management LLC boosted its stake in UnitedHealth Group by 21.8% in the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock valued at $1,380,000 after acquiring an additional 791 shares in the last quarter. Carnegie Investment Counsel boosted its position in shares of UnitedHealth Group by 2.2% in the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock valued at $36,471,000 after purchasing an additional 2,316 shares during the period. Berkshire Hathaway Inc acquired a new position in UnitedHealth Group during the second quarter worth approximately $1,572,193,000. IFP Advisors Inc boosted its holdings in shares of UnitedHealth Group by 20.7% in the second quarter. IFP Advisors Inc now owns 20,683 shares of the healthcare conglomerate’s stock valued at $6,462,000 after acquiring an additional 3,545 shares during the period. Finally, EverSource Wealth Advisors LLC increased its holdings in shares of UnitedHealth Group by 48.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock valued at $1,806,000 after acquiring an additional 1,901 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on UNH shares. Sanford C. Bernstein upped their price objective on UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Evercore ISI upgraded shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. JPMorgan Chase & Co. increased their target price on shares of UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a report on Thursday, October 9th. Deutsche Bank Aktiengesellschaft downgraded UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target for the company. in a report on Wednesday, October 29th. Finally, Morgan Stanley dropped their price objective on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $386.33.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth forecast 2026 adjusted profit slightly above analysts’ estimates, signaling that initial cost-control measures may be working. Read More.
• Positive Sentiment: Analysts note UnitedHealth’s decision to rebate ACA profits and other moves as strategically positive for reputation and competitive positioning. Read More.
• Neutral Sentiment: UnitedHealth posted a modest Q4 earnings beat and 12% consolidated revenue growth for 2025, showing operational resilience even as margins are pressured. Read More.
• Neutral Sentiment: The company reiterated its turnaround progress in its press release while providing updated full-year outlook metrics. Read More.
• Negative Sentiment: UnitedHealth took a $1.6 billion restructuring charge that pushed Q4 profit down to about $10 million — a large one-time hit that clouds near-term earnings. Read More.
• Negative Sentiment: The company issued weaker 2026 revenue guidance (around $439B vs. street ~$456.6B), signaling expected revenue decline and slower top-line growth next year — the main driver of today’s negative reaction. Read More.
• Negative Sentiment: Regulatory/policy headwinds: the Trump administration proposed nearly flat Medicare Advantage rates for 2026, removing a key tailwind for UnitedHealthcare and prompting sector-wide selling. Read More.
• Negative Sentiment: Market reaction and trading scrutiny: shares plunged on the news and a recent trade filing by a congressman has drawn attention, adding short-term negative sentiment and volatility risk. Read More.

UnitedHealth Group Trading Down 1.1%

NYSE UNH opened at $352.32 on Tuesday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company’s 50 day moving average price is $332.71 and its 200 day moving average price is $323.96. The firm has a market capitalization of $319.15 billion, a price-to-earnings ratio of 18.39, a PEG ratio of 2.15 and a beta of 0.42. 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 (NYSE:UNH) last issued its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, beating analysts’ consensus estimates of $2.87 by $0.05. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The business had revenue of $113.16 billion for the quarter, compared to the consensus estimate of $113.19 billion. During the same quarter last year, the firm posted $7.15 EPS. The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. On average, sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

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

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.