Huntington National Bank Sells 19,229 Shares of UnitedHealth Group Incorporated $UNH

Huntington National Bank cut its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 25.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 57,599 shares of the healthcare conglomerate’s stock after selling 19,229 shares during the quarter. Huntington National Bank’s holdings in UnitedHealth Group were worth $19,889,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in UNH. Argent Trust Co grew its holdings in UnitedHealth Group by 3.5% in the 3rd quarter. Argent Trust Co now owns 36,426 shares of the healthcare conglomerate’s stock worth $12,578,000 after acquiring an additional 1,215 shares during the last quarter. Keystone Investors PTE Ltd. purchased a new stake in UnitedHealth Group in the 3rd quarter worth approximately $4,299,000. Ibex Wealth Advisors purchased a new stake in UnitedHealth Group in the third quarter worth $7,818,000. Allianz SE raised its holdings in UnitedHealth Group by 2.1% in the 3rd quarter. Allianz SE now owns 75,618 shares of the healthcare conglomerate’s stock worth $26,111,000 after purchasing an additional 1,569 shares in the last quarter. Finally, 1ST Source Bank increased its position in shares of UnitedHealth Group by 1.7% during the third quarter. 1ST Source Bank now owns 1,928 shares of the healthcare conglomerate’s stock valued at $666,000 after buying an additional 33 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Board affirms quarterly cash dividend of $2.21/share (record March 9, payable March 17), which supports income investors and signals steady capital return policy. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Positive Sentiment: Market reaction: reports show UNH trading materially higher after the dividend announcement, indicating short-term buying interest tied to the payout confirmation. UnitedHealth Group (NYSE:UNH) Trading 3.7% Higher Following Dividend Announcement
• Positive Sentiment: Relative strength vs. peers: analysts argue UNH’s scale and diversified model give it better upside versus Humana as managed-care margins are tested, supporting a longer-term constructive view. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Neutral Sentiment: Sector flows: some strategists recommend rotating into defensive names and healthcare, which could provide tailwinds for UNH even as the macro outlook weakens. Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.
• Negative Sentiment: Guidance and margin pressure: coverage highlights weaker 2026 revenue guidance and rising medical costs (especially Medicare-related), which compress margins and are a key reason for investor caution. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Negative Sentiment: Institutional selling: Aristotle Growth Equity Fund exited its UNH position citing lowered guidance — a signal some funds are trimming exposure ahead of margin headwinds. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Recent price weakness and re-rating: commentary notes a sizable multi-month share-price decline and that UNH is down since the last earnings report, underscoring investor concerns about near-term earnings and margin recovery. Is It Time To Reassess UnitedHealth Group (UNH) After A 37% Share Price Slide?

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. Evercore raised UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. UBS Group lowered their price objective on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Finally, Barclays dropped their price target on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Stock Up 2.2%

UnitedHealth Group stock opened at $292.97 on Friday. 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 12 month low of $234.60 and a 12 month high of $606.36. The firm has a market cap of $265.38 billion, a price-to-earnings ratio of 22.21, a PEG ratio of 1.32 and a beta of 0.41. The stock has a fifty day simple moving average of $311.98 and a two-hundred day simple moving average of $325.45.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. The firm had revenue of $113.73 billion for the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter last year, the firm posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders 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 dividend on an annualized basis and a yield of 3.0%. UnitedHealth Group’s dividend payout ratio is currently 67.02%.

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.