UnitedHealth Group Incorporated $UNH Stock Position Decreased by Trifecta Capital Advisors LLC

Trifecta Capital Advisors LLC trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 93.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 699 shares of the healthcare conglomerate’s stock after selling 9,661 shares during the period. Trifecta Capital Advisors LLC’s holdings in UnitedHealth Group were worth $241,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Berkshire Hathaway Inc bought a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $1,572,193,000. Murphy Pohlad Asset Management LLC raised its position in shares of 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 acquiring an additional 791 shares during the last quarter. Carnegie Investment Counsel increased its position in UnitedHealth Group by 2.2% in the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after purchasing an additional 2,316 shares during the period. IFP Advisors Inc boosted its stake in shares of UnitedHealth Group by 20.7% in the 2nd quarter. IFP Advisors Inc now owns 20,683 shares of the healthcare conglomerate’s stock valued at $6,462,000 after purchasing an additional 3,545 shares during the last quarter. Finally, Phoenix Financial Ltd. boosted its stake in UnitedHealth Group by 111.5% in the third quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate’s stock valued at $14,282,000 after acquiring an additional 22,137 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on UNH shares. Deutsche Bank Aktiengesellschaft downgraded UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target on the stock. in a research note on Wednesday, October 29th. Bank of America increased their target price on shares of UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday. Barclays increased their target price on UnitedHealth Group from $386.00 to $391.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. Finally, Jefferies Financial Group dropped their price objective on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $380.67.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q4 EPS slightly beat expectations and the stock rallied on the earnings/earnings‑beat narrative, supporting a short-term bounce. UnitedHealth Group Shares Up After Earnings Beat
• Positive Sentiment: Market commentary highlighted a better 2026 cost outlook and attention from healthcare ETFs, which likely amplified the intraday recovery. Healthcare ETFs in Focus as UnitedHealth Rises
• Positive Sentiment: Several sell‑side analysts trimmed price targets modestly but kept Overweight/Buy/Outperform ratings, indicating continued institutional support despite cuts. (Morgan Stanley trim to $409 noted). Morgan Stanley Modest Target Cut
• Neutral Sentiment: Analyst views are mixed: some argue UNH is undervalued on a longer-term DCF/FCF basis, while others warn regulatory and political risk could keep multiples depressed until clarity on Medicare/MA reimbursement emerges. Seeking Alpha Valuation View
• Neutral Sentiment: Multiple brokerages cut price targets (Jefferies, Leerink, Oppenheimer, RBC, UBS among others) but many retained buy ratings — a signal that expectations are being reset rather than consensus conviction collapsing. Analyst Price Target Moves
• Negative Sentiment: Unusual bearish options activity: traders bought roughly 376,697 put contracts (about +131% vs. average), suggesting many investors are hedging or betting on further downside.
• Negative Sentiment: Regulatory pressure — notably lower Medicare Advantage reimbursement guidance and a “CMS rate shock” — drove a sharp multi‑day selloff (near‑20% intraday plunge earlier) and large market‑cap loss, weighing on sentiment. InsiderMonkey: UNH Loses 19.6%
• Negative Sentiment: Reports of politically timed stock sales by some lawmakers and the magnitude of the recent market cap decline have amplified reputational and headline risk, keeping volatility elevated. Fool: UNH Plunges After Weak Earnings

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $292.20 on Friday. The stock has a market capitalization of $264.69 billion, a price-to-earnings ratio of 22.15, a PEG ratio of 1.75 and a beta of 0.42. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The business has a 50-day moving average of $331.39 and a 200-day moving average of $323.38. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. The company had revenue of $113.22 billion for the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter in the prior year, the business posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were given a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s payout ratio is 67.02%.

UnitedHealth Group Company 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.