Value Partners Investments Inc. Cuts Stock Holdings in UnitedHealth Group Incorporated $UNH

Value Partners Investments Inc. trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 8.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,454 shares of the healthcare conglomerate’s stock after selling 1,931 shares during the quarter. UnitedHealth Group accounts for 0.5% of Value Partners Investments Inc.’s holdings, making the stock its 27th largest holding. Value Partners Investments Inc.’s holdings in UnitedHealth Group were worth $6,756,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. North Capital Inc. increased its stake in shares of UnitedHealth Group by 16.2% during the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after buying an additional 27 shares during the period. Sunflower Bank N.A. grew its holdings in UnitedHealth Group by 1.5% during the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after acquiring an additional 28 shares in the last quarter. Axis Wealth Partners LLC raised its holdings in shares of UnitedHealth Group by 1.7% in the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after purchasing an additional 28 shares in the last quarter. Abound Wealth Management grew its stake in shares of UnitedHealth Group by 13.5% during the third quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after purchasing an additional 29 shares in the last quarter. Finally, Cooper Financial Group raised its stake in UnitedHealth Group by 0.7% in the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after buying an additional 30 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of UNH opened at $277.32 on Friday. The company’s 50 day simple moving average is $297.19 and its 200-day simple moving average is $324.27. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The firm has a market cap of $251.72 billion, a PE ratio of 21.02, a price-to-earnings-growth ratio of 1.27 and a beta of 0.41. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company had revenue of $113.73 billion for the quarter, compared to the consensus estimate of $113.38 billion. During the same period last year, the firm posted $6.81 EPS. UnitedHealth Group’s revenue for the quarter was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 3.2%. UnitedHealth Group’s dividend payout ratio is currently 67.02%.

UnitedHealth Group News Summary

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

• Positive Sentiment: National expansion of doula benefit could boost member retention, improve maternal outcomes and support UnitedHealthcare’s value‑based care positioning — a revenue/medical‑cost leverage play if it reduces expensive complications and drives plan stickiness. UnitedHealth Group (UNH) Announces National Expansion of Doula Offering
• Positive Sentiment: Recent insider activity — including a disclosed senator purchase and broader reports of insider buys and heavy call‑option interest — has attracted bullish attention and could support short‑term demand if it signals perceived undervaluation. UnitedHealth Group Stock Opinions on Senator’s Recent Purchase
• Neutral Sentiment: Wall Street remains generally positive longer term — multiple recent buy/outperform ratings and a median six‑month price target materially above the current level provide upside if execution continues, but much of that is priced in. Analyst Ratings & Price Targets
• Neutral Sentiment: Zacks trimmed a Q4 2027 EPS forecast very slightly (from $3.92 to $3.91) — a technical downward revision that is unlikely to materially change consensus but contributes to near‑term caution among quant/earnings‑sensitive traders.
• Negative Sentiment: Short‑term selling pressure: several market writeups flagged a day where UNH fell more than the broader market, reflecting profit‑taking and risk‑off flows; headlines can amplify intraday moves. UNH Sees a More Significant Dip Than Broader Market (Yahoo) Zacks Market Note MSN Market Coverage
• Negative Sentiment: Regulatory and reputational risks persist — DOJ scrutiny around Medicare Advantage reimbursement and public criticism of executive pay amid claim denials keep a discount risk on the multiple and can pressure sentiment if new developments surface. Regulatory Discussion (QuiverQuant)

Analyst Upgrades and Downgrades

A number of research firms have recently commented on UNH. Truist Financial dropped their price objective on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Jefferies Financial Group cut 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, January 28th. Weiss Ratings downgraded shares of UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, March 2nd. Finally, Royal Bank Of Canada reduced their price target on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $372.13.

About UnitedHealth Group

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.