UnitedHealth Group Incorporated $UNH Shares Sold by Naples Global Advisors LLC

Naples Global Advisors LLC lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 23.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 12,840 shares of the healthcare conglomerate’s stock after selling 3,990 shares during the quarter. Naples Global Advisors LLC’s holdings in UnitedHealth Group were worth $4,433,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Brighton Jones LLC lifted its position in shares of UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after acquiring an additional 2,324 shares during the period. BCS Wealth Management raised its position in shares of UnitedHealth Group by 15.3% during the 2nd quarter. BCS Wealth Management now owns 1,871 shares of the healthcare conglomerate’s stock worth $584,000 after purchasing an additional 248 shares during the period. Evanson Asset Management LLC increased its position in UnitedHealth Group by 33.6% in the second quarter. Evanson Asset Management LLC now owns 1,065 shares of the healthcare conglomerate’s stock worth $332,000 after buying an additional 268 shares during the period. Finally, Regatta Capital Group LLC grew its position in shares of UnitedHealth Group by 38.3% during the second quarter. Regatta Capital Group LLC now owns 978 shares of the healthcare conglomerate’s stock worth $305,000 after acquiring an additional 271 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: Mizuho Securities reiterated a Buy on UNH and kept its $430 price target, citing optimism ahead of the Medicare Advantage 2027 advance notice — a vote of confidence that supports upside expectations. Mizuho Securities Remains Positive on UnitedHealth Group Amid the Upcoming Medicare Advantage 2027 Advance Notice
• Positive Sentiment: UNH recently outperformed the broader market in late trading sessions, reflecting short-term investor demand as the company approaches key disclosures. UnitedHealth Group (UNH) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: UnitedHealth said it will rebate 2026 ACA-plan profits to customers — a move that eases regulatory/political pressure but may reduce near‑term earnings; investors are parsing the tradeoff. UnitedHealth to offer rebates to its Obamacare customers
• Neutral Sentiment: Coverage highlights investor focus on the Jan. 27 cadence — many analysts and outlets urge waiting for the company’s full Q4/2025 detail before making material moves. Dear UnitedHealth Stock Fans, Mark Your Calendars for January 27
• Negative Sentiment: Analysts warn of margin pressure: Zacks flags rising medical costs and a higher medical cost ratio as a potential earnings headwind heading into Q4 results. Buying UnitedHealth Before Q4 Earnings? Cost Pressures a Red Flag
• Negative Sentiment: UnitedHealth, CVS and other insurers faced tough questioning from Congress on affordability — increased regulatory scrutiny could pressure future policy and margins. UnitedHealth and CVS Get Grilled on Affordability by Congress
• Negative Sentiment: Several opinion pieces and analysts advise caution ahead of Jan. 27 (including a Fool piece and commentary from TV personalities favoring peers), signaling near-term skepticism among some market voices. Don’t Buy UnitedHealth Group Stock Before Jan. 27

UnitedHealth Group Price Performance

NYSE UNH opened at $354.74 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. The stock has a market capitalization of $321.34 billion, a P/E ratio of 18.51, a P/E/G ratio of 2.10 and a beta of 0.42. The business’s fifty day moving average is $331.37 and its two-hundred day moving average is $322.96. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, beating 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 return on equity of 19.23% and a net margin of 4.04%.UnitedHealth Group’s revenue was up 12.2% compared to the same quarter last year. During the same period in the prior year, the business posted $7.15 earnings per share. On average, research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 46.14%.

Wall Street Analyst Weigh In

UNH has been the topic of several analyst reports. Piper Sandler dropped their price target on shares of UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating on the stock in a research note on Tuesday, October 28th. Evercore ISI raised UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. TD Cowen raised their price target on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. Royal Bank Of Canada raised their target price on shares of UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Finally, UBS Group boosted their target price on UnitedHealth Group from $378.00 to $430.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $385.75.

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.