Navera Investment Management Ltd. Has $3.22 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Navera Investment Management Ltd. cut its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 98.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,330 shares of the healthcare conglomerate’s stock after selling 635,306 shares during the period. UnitedHealth Group accounts for about 0.1% of Navera Investment Management Ltd.’s investment portfolio, making the stock its 23rd biggest position. Navera Investment Management Ltd.’s holdings in UnitedHealth Group were worth $3,221,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently bought and sold shares of the company. Bfsg LLC raised its position in shares of UnitedHealth Group by 5.3% during the third quarter. Bfsg LLC now owns 2,139 shares of the healthcare conglomerate’s stock worth $739,000 after acquiring an additional 108 shares during the last quarter. SOL Capital Management CO lifted its position in UnitedHealth Group by 33.0% during the 3rd quarter. SOL Capital Management CO now owns 25,187 shares of the healthcare conglomerate’s stock valued at $8,697,000 after purchasing an additional 6,250 shares during the period. Evergreen Capital Management LLC grew its position in shares of UnitedHealth Group by 15.9% during the 3rd quarter. Evergreen Capital Management LLC now owns 19,867 shares of the healthcare conglomerate’s stock worth $6,860,000 after buying an additional 2,729 shares during the period. Sterling Investment Advisors Ltd. lifted its holdings in UnitedHealth Group by 129.1% in the third quarter. Sterling Investment Advisors Ltd. now owns 1,558 shares of the healthcare conglomerate’s stock valued at $538,000 after buying an additional 878 shares during the period. Finally, Evolution Wealth Advisors LLC lifted its stake in shares of UnitedHealth Group by 7.6% in the 3rd quarter. Evolution Wealth Advisors LLC now owns 1,164 shares of the healthcare conglomerate’s stock valued at $402,000 after purchasing an additional 82 shares during the period. 87.86% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the company. Mizuho raised their target price on UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a report on Thursday, October 9th. Jefferies Financial Group boosted their price objective on shares of UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a report on Friday, October 17th. Barclays boosted their price target on shares of UnitedHealth Group from $386.00 to $391.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Piper Sandler decreased their target price on UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a research note on Tuesday, October 28th. Finally, The Goldman Sachs Group started coverage on UnitedHealth Group in a report on Tuesday, October 14th. They set a “buy” rating and a $406.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $385.75.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth is running a six-month Medicare Advantage pilot that speeds payments by roughly 50% (sub‑15 day cycles) to help rural hospitals’ cash flow — a move that can reduce provider strain and preserve network stability. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
• Positive Sentiment: Analyst coverage remains constructive and media pieces note recent outperformance; one report highlighted a recent session where UNH rose ~1.2%, reflecting pockets of upside sentiment among investors. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
• Positive Sentiment: Wall Street analyst sentiment and buy-side interest are being cited as supportive factors as brokers review UNH ratings and earnings prospects. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Filings show a purchase by Rep. Gilbert Ray Cisneros Jr., which can be interpreted as incremental insider/institutional demand. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
• Neutral Sentiment: Options flow and sentiment analyses are active (heavy trading / interest), giving insight into positioning but not a clear directional signal. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Comparisons with peers (CVS, Centene) show UNH has lagged on total return over the past year but retains stronger operating margin and a more moderate P/E — a mixed fundamental picture for relative-value investors. UNH Stock vs. CVS
• Neutral Sentiment: Several trend/overview pieces note UNH as a widely watched ticker; that attention increases flows but doesn’t guarantee direction. Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
• Neutral Sentiment: Roundups (Dogs of the Dow) include dividend and yield context that may attract income-focused buyers, but UNH’s yield/placement vs. high-yield names is mixed. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Negative Sentiment: Analysts and commentators flag material margin compression after a sharp rise in healthcare costs last year, which has depressed profits and is the primary near‑term concern driving selling pressure. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
• Negative Sentiment: Balanced ‘checkup’ pieces outline bear-case headwinds for 2026 (costs, potential reimbursement/policy risks) that keep investors cautious despite structural scale advantages. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026. The bull and bear cases now

UnitedHealth Group Trading Down 2.3%

NYSE UNH opened at $331.25 on Friday. 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 52 week low of $234.60 and a 52 week high of $606.36. The stock has a market capitalization of $300.06 billion, a price-to-earnings ratio of 17.29, a PEG ratio of 2.00 and a beta of 0.42. The stock’s 50 day moving average price is $330.33 and its two-hundred day moving average price is $322.09.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping 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 analyst estimates of $113.19 billion. During the same quarter in the previous year, the firm posted $7.15 earnings per share. The firm’s revenue for the quarter was up 12.2% on a year-over-year basis. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders 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 2.7%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 46.14%.

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.