UnitedHealth Group Incorporated $UNH Shares Sold by Kempner Capital Management Inc.

Kempner Capital Management Inc. cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 46.2% during the third quarter, Holdings Channel.com reports. The institutional investor owned 8,030 shares of the healthcare conglomerate’s stock after selling 6,895 shares during the period. UnitedHealth Group accounts for 2.3% of Kempner Capital Management Inc.’s investment portfolio, making the stock its 19th largest holding. Kempner Capital Management Inc.’s holdings in UnitedHealth Group were worth $2,773,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of UNH. LFA Lugano Financial Advisors SA purchased a new stake in UnitedHealth Group during the 2nd quarter worth about $25,000. Bayforest Capital Ltd increased its stake in shares of UnitedHealth Group by 685.7% during the first quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock worth $29,000 after buying an additional 48 shares during the period. Sagard Holdings Management Inc. purchased a new position in UnitedHealth Group in the second quarter worth approximately $29,000. Islay Capital Management LLC purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $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 worth $33,000 after purchasing an additional 43 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of analyst reports. Wells Fargo & Company lifted their price target on UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, October 7th. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, October 24th. Leerink Partners set a $410.00 price objective on shares of UnitedHealth Group and gave the stock an “outperform” rating in a report on Wednesday, October 29th. KeyCorp increased their target price on shares of UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Wednesday, October 8th. Finally, Jefferies Financial Group boosted their price target on shares of UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a research report on Friday, October 17th. Seventeen analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $385.54.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: AI-driven cost initiatives — UnitedHealth is pushing AI to cut administrative waste, speed claims/approvals and protect margins, which investors see as a clear efficiency and profit-margin catalyst if execution succeeds. AI Takes Center Stage at UNH: Will It Fix Administrative Waste?
• Positive Sentiment: Sector rotation into healthcare — analysts/narratives note money moving into healthcare as interest-rate dynamics shift, benefiting large, cash-generative insurers like UnitedHealth. This broader flow helps demand for UNH shares. Sector Rotation: 2 Smart Money Moves for 2026 (UNH)
• Positive Sentiment: Minor institutional buying — Carnegie Investment Counsel modestly increased its UNH stake in Q3, a small endorsement from a professional manager that can marginally support sentiment. UnitedHealth Group Incorporated $UNH Shares Bought by Carnegie Investment Counsel
• Neutral Sentiment: Short-term technical rebound — recent session coverage notes UNH outperformed the market and broke a multi-session losing streak, which can attract momentum traders but is not necessarily a fundamental shift. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Analyst commentary after rebound — media/analyst pieces are weighing what comes next for UNH; these add context and volatility but so far offer mixed near-term directional signals. What’s next for UnitedHealth stock (UNH) after the recent rebound? Analysts weigh in

UnitedHealth Group Stock Up 1.3%

Shares of NYSE:UNH opened at $331.76 on Friday. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. The stock has a market cap of $300.52 billion, a P/E ratio of 17.32, a P/E/G ratio of 2.16 and a beta of 0.43. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The firm has a fifty day moving average price of $333.71 and a 200 day moving average price of $319.10.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, topping the consensus estimate of $2.87 by $0.05. The business had revenue of $113.16 billion during the quarter, compared to the consensus estimate of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The business’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $7.15 earnings per share. 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 declared 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. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 2.7%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 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.