SP Asset Management LLC Sells 61,316 Shares of UnitedHealth Group Incorporated $UNH

SP Asset Management LLC decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 45.9% during the third quarter, according to its most recent filing with the SEC. The firm owned 72,302 shares of the healthcare conglomerate’s stock after selling 61,316 shares during the period. UnitedHealth Group accounts for about 2.0% of SP Asset Management LLC’s portfolio, making the stock its 13th largest position. SP Asset Management LLC’s holdings in UnitedHealth Group were worth $24,966,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. LFA Lugano Financial Advisors SA purchased a new position in UnitedHealth Group in the second quarter valued at about $25,000. Sagard Holdings Management Inc. bought a new position in shares of UnitedHealth Group during the 2nd quarter worth approximately $29,000. Cloud Capital Management LLC acquired a new stake in UnitedHealth Group in the third quarter valued at approximately $32,000. Grey Fox Wealth Advisors LLC acquired a new position in shares of UnitedHealth Group during the third quarter worth $33,000. Finally, Islay Capital Management LLC acquired a new stake in shares of UnitedHealth Group in the 2nd quarter worth $31,000. Institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on UNH shares. JPMorgan Chase & Co. decreased their price target on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research note on Monday. Barclays decreased their price objective on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research report on Friday. The Goldman Sachs Group assumed coverage on shares of UnitedHealth Group in a research note on Tuesday, October 14th. They set a “buy” rating and a $406.00 price target on the stock. Evercore ISI upgraded shares of UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Finally, Wells Fargo & Company reduced their target price on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $375.46.

UnitedHealth Group Trading Down 0.3%

NYSE UNH opened at $285.95 on Tuesday. The company has a fifty day moving average of $330.08 and a 200 day moving average of $323.72. The company has a market capitalization of $259.02 billion, a PE ratio of 21.68, a P/E/G ratio of 1.32 and a beta of 0.41. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. 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 issued its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm had revenue of $113.22 billion for the quarter, compared to the consensus estimate of $113.38 billion. During the same quarter in the prior year, the business earned $6.81 earnings per share. The company’s revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company 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 dividend on an annualized basis and a yield of 3.1%. UnitedHealth Group’s dividend payout ratio is 67.02%.

More UnitedHealth Group News

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

• Positive Sentiment: Major brokerages retained constructive ratings (buy/overweight) even after trimming targets, leaving meaningful upside from current levels — this suggests institutional confidence in UNH’s earnings power despite near‑term headwinds. Truist and JPMorgan coverage (Benzinga)
• Positive Sentiment: Analyst commentary and coverage continue to emphasize UnitedHealth’s diversified Optum + UnitedHealthcare business and dividend appeal, which can support the stock if fundamentals hold. InsiderMonkey: Wells Fargo note
• Neutral Sentiment: Feature/analysis pieces are debating whether UNH still merits a premium valuation — useful context for investors re‑assessing target multiples but not an immediate catalyst. Forbes valuation analysis
• Negative Sentiment: Several firms cut price targets: Truist trimmed its target (from $410 to $370) and JPMorgan cut its target (from $425 to $389) — these downgrades lower the near‑term brokerage consensus and can pressure the stock. Benzinga: Truist & JPMorgan notes
• Negative Sentiment: Wells Fargo reduced its target (reported cuts to ~$370), and multiple outlets are flagging broader analyst target trims tied to regulatory and reimbursement uncertainty — a clear negative catalyst for sentiment. American Banking News: Wells Fargo cuts
• Negative Sentiment: Coverage noting regulatory headwinds and analysts trimming forecasts has already correlated with share weakness in recent trading sessions. Investors should watch upcoming regulatory commentary, earnings cadence, and any changes to Medicare/Medicaid policy that could affect margins. Aktiencheck: regulatory headwinds
• Negative Sentiment: Market reaction has already shown downside pressure following analyst actions (reports of shares falling after downgrades), so short‑term momentum is unfavorable until clarity returns. American Banking News: share reaction

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.