Foyston Gordon & Payne Inc Has $12.78 Million Stake in UnitedHealth Group Incorporated $UNH

Foyston Gordon & Payne Inc lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 24.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 37,001 shares of the healthcare conglomerate’s stock after selling 11,701 shares during the period. UnitedHealth Group accounts for 2.8% of Foyston Gordon & Payne Inc’s holdings, making the stock its 12th biggest position. Foyston Gordon & Payne Inc’s holdings in UnitedHealth Group were worth $12,776,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Norges Bank bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth about $3,837,207,000. Berkshire Hathaway Inc acquired a new position in shares of UnitedHealth Group in the second quarter valued at approximately $1,572,193,000. Dodge & Cox lifted its holdings in UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares during the last quarter. Lone Pine Capital LLC acquired a new position in UnitedHealth Group in the 2nd quarter valued at $528,273,000. Finally, Amundi lifted its holdings in shares of UnitedHealth Group by 33.8% during the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after buying an additional 1,565,245 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have weighed in on UNH. Oppenheimer dropped their price objective on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Barclays dropped their price target 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, January 30th. Evercore raised UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Mizuho cut their target price on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average price target of $372.13.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Board affirms quarterly cash dividend of $2.21/share (record March 9, payable March 17), which supports income investors and signals steady capital return policy. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Positive Sentiment: Market reaction: reports show UNH trading materially higher after the dividend announcement, indicating short-term buying interest tied to the payout confirmation. UnitedHealth Group (NYSE:UNH) Trading 3.7% Higher Following Dividend Announcement
• Positive Sentiment: Relative strength vs. peers: analysts argue UNH’s scale and diversified model give it better upside versus Humana as managed-care margins are tested, supporting a longer-term constructive view. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Neutral Sentiment: Sector flows: some strategists recommend rotating into defensive names and healthcare, which could provide tailwinds for UNH even as the macro outlook weakens. Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.
• Negative Sentiment: Guidance and margin pressure: coverage highlights weaker 2026 revenue guidance and rising medical costs (especially Medicare-related), which compress margins and are a key reason for investor caution. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Negative Sentiment: Institutional selling: Aristotle Growth Equity Fund exited its UNH position citing lowered guidance — a signal some funds are trimming exposure ahead of margin headwinds. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Recent price weakness and re-rating: commentary notes a sizable multi-month share-price decline and that UNH is down since the last earnings report, underscoring investor concerns about near-term earnings and margin recovery. Is It Time To Reassess UnitedHealth Group (UNH) After A 37% Share Price Slide?

UnitedHealth Group Stock Up 2.2%

Shares of NYSE:UNH opened at $292.97 on Friday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The company has a market capitalization of $265.38 billion, a PE ratio of 22.21, a price-to-earnings-growth ratio of 1.35 and a beta of 0.41. The company has a fifty day moving average of $311.98 and a 200-day moving average of $325.90.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating the consensus estimate 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 $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same period last year, the company earned $6.81 earnings per share. The business’s quarterly revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be paid a dividend of $2.21 per share. The ex-dividend date of this dividend is Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 3.0%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 67.02%.

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.