Pacific Point Advisors LLC Sells 1,913 Shares of UnitedHealth Group Incorporated $UNH

Pacific Point Advisors LLC decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 27.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,028 shares of the healthcare conglomerate’s stock after selling 1,913 shares during the period. UnitedHealth Group makes up approximately 0.9% of Pacific Point Advisors LLC’s holdings, making the stock its 26th largest holding. Pacific Point Advisors LLC’s holdings in UnitedHealth Group were worth $1,660,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Capital World Investors increased its stake in UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares during the period. Capital International Investors grew its stake in shares of UnitedHealth Group by 11.1% in the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after purchasing an additional 1,747,337 shares during the last quarter. Capital Research Global Investors grew its stake in shares of UnitedHealth Group by 126.9% in the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after purchasing an additional 7,293,009 shares during the last quarter. Dodge & Cox lifted its holdings in UnitedHealth Group by 8.6% in the third quarter. Dodge & Cox now owns 9,505,636 shares of the healthcare conglomerate’s stock worth $3,282,296,000 after buying an additional 755,076 shares during the period. Finally, Northern Trust Corp lifted its holdings in UnitedHealth Group by 1.6% in the third quarter. Northern Trust Corp now owns 9,109,692 shares of the healthcare conglomerate’s stock worth $3,145,577,000 after buying an additional 144,109 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Up 9.3%

NYSE:UNH opened at $307.55 on Wednesday. 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 Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The company has a market cap of $279.16 billion, a PE ratio of 23.32, a price-to-earnings-growth ratio of 1.28 and a beta of 0.40. The company has a 50 day simple moving average of $282.12 and a two-hundred day simple moving average of $319.04.

UnitedHealth Group (NYSE:UNH) last posted 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 net margin of 2.69% and a return on equity of 14.79%. The business had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same quarter in the previous year, the firm posted $6.81 EPS. The firm’s revenue was up 12.3% on a year-over-year basis. 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 firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.9%. UnitedHealth Group’s payout ratio is presently 67.02%.

Key UnitedHealth Group News

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

• Positive Sentiment: CMS finalized a larger-than-expected 2027 Medicare Advantage payment increase (net average +2.48%), meaningfully above January’s proposal and street expectations — the decision injects roughly $13B+ into the MA program and is the main catalyst for today’s rally. Trump administration finalizes better-than-feared Medicare Advantage payment rate in boost to health insurers
• Positive Sentiment: Brokerages moved to capitalize on the policy tailwind: Sanford C. Bernstein and others raised price targets and ratings, and Bank of America boosted its PT — analyst upward revisions help sustain the rally by signaling higher modeled earnings and margin recovery. Sanford C. Bernstein price target update
• Positive Sentiment: Sector-wide lift — other insurers (Humana, Centene, Oscar Health) rose on the same CMS decision, reinforcing that UnitedHealth benefits from industry-level tailwinds (scale and MA exposure). UnitedHealth and other insurer stocks jump after Medicare agrees to lift payments next year
• Neutral Sentiment: Macro/market context is mixed — broader US indexes showed mixed action Tuesday (oil lower, geopolitics impacting sentiment), so some of UNH’s move is idiosyncratic to healthcare rather than a broad market rally. US Equity Markets Mixed Amid Lower Crude Oil Price, Diminishing Hopes of Iran Ceasefire Deal
• Negative Sentiment: Risks remain — elevated medical cost pressures, previous guidance weakness and an upcoming Q1 report (April 21) could reintroduce volatility if results or forward commentary disappoint; the policy boost reduces but does not eliminate these operational risks. UnitedHealth Q1 Earnings Preview

Wall Street Analysts Forecast Growth

Several analysts have commented on UNH shares. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a report on Wednesday, April 1st. Mizuho lowered their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price for the company in a report on Tuesday. Oppenheimer lowered their target price on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Finally, Leerink Partners lowered their target price on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $363.42.

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.