Symphony Financial Ltd. Co. Reduces Stock Holdings in UnitedHealth Group Incorporated $UNH

Symphony Financial Ltd. Co. lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 20.1% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 13,572 shares of the healthcare conglomerate’s stock after selling 3,414 shares during the quarter. Symphony Financial Ltd. Co.’s holdings in UnitedHealth Group were worth $4,702,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. LFA Lugano Financial Advisors SA purchased a new stake in shares of UnitedHealth Group during the second quarter worth about $25,000. Sagard Holdings Management Inc. acquired a new stake in shares of UnitedHealth Group during the second quarter worth approximately $29,000. Islay Capital Management LLC acquired a new stake in UnitedHealth Group in the second quarter valued at $31,000. Grey Fox Wealth Advisors LLC bought a new stake in UnitedHealth Group in the third quarter valued at about $33,000. Finally, Riggs Asset Managment Co. Inc. lifted its holdings in 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 buying an additional 43 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

NYSE:UNH opened at $356.46 on Friday. The company has a fifty day moving average price of $332.07 and a 200 day moving average price of $323.33. The stock has a market cap of $322.89 billion, a P/E ratio of 18.60, a PEG ratio of 2.14 and a beta of 0.42. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.87 by $0.05. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The company had revenue of $113.16 billion during the quarter, compared to the consensus estimate of $113.19 billion. During the same quarter in the prior year, the firm earned $7.15 earnings per share. The firm’s revenue was up 12.2% compared to the same quarter last year. Analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

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 2.5%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 46.14%.

More UnitedHealth Group News

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
• Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
• Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
• Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
• Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
• Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

Analyst Upgrades and Downgrades

UNH has been the subject of a number of recent analyst reports. Morgan Stanley decreased their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research report on Friday. JPMorgan Chase & Co. boosted their price target on shares of UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a report on Thursday, October 9th. Wells Fargo & Company boosted their target price on UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a research note on Tuesday, October 7th. Mizuho boosted their price target on UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research note on Thursday, October 9th. Finally, TD Cowen upped their price objective on shares of UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $386.33.

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.