UnitedHealth Group Incorporated $UNH Stock Holdings Lowered by Tounjian Advisory Partners LLC

Tounjian Advisory Partners LLC cut its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 63.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,556 shares of the healthcare conglomerate’s stock after selling 11,254 shares during the period. Tounjian Advisory Partners LLC’s holdings in UnitedHealth Group were worth $2,264,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the business. Guerra Advisors Inc acquired a new position in shares of UnitedHealth Group during the third quarter valued at about $1,059,000. Berkshire Hathaway Inc acquired a new position in UnitedHealth Group in the second quarter valued at about $1,572,193,000. Murphy Pohlad Asset Management LLC boosted its holdings in UnitedHealth Group by 21.8% during the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock worth $1,380,000 after purchasing an additional 791 shares during the last quarter. Carnegie Investment Counsel increased its holdings in shares of UnitedHealth Group by 2.2% in the third 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 last quarter. Finally, EverSource Wealth Advisors LLC increased its position in UnitedHealth Group by 48.9% during the second quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock worth $1,806,000 after acquiring an additional 1,901 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Up 2.2%

NYSE:UNH opened at $292.97 on Friday. The firm’s 50 day moving average is $311.98 and its 200 day moving average is $325.45. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The stock has a market capitalization of $265.38 billion, a PE ratio of 22.21, a price-to-earnings-growth ratio of 1.32 and a beta of 0.41. 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 issued its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business’s revenue was up 12.3% on a year-over-year basis. During the same period in the previous year, the company posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date is Monday, March 9th. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

Wall Street Analyst Weigh In

UNH has been the topic of a number of research reports. Morgan Stanley decreased their target price on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research note on Friday, January 23rd. Evercore upgraded shares of UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Leerink Partners lowered 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. Oppenheimer decreased their price objective on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Finally, Jefferies Financial Group lowered their price target on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. One equities research 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group News Roundup

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?

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.