Nemes Rush Group LLC Cuts Stake in UnitedHealth Group Incorporated $UNH

Nemes Rush Group LLC decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 99.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 113 shares of the healthcare conglomerate’s stock after selling 18,975 shares during the quarter. Nemes Rush Group LLC’s holdings in UnitedHealth Group were worth $39,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Guerra Advisors Inc purchased a new position in shares of UnitedHealth Group in the third quarter worth about $1,059,000. Berkshire Hathaway Inc acquired a new position in UnitedHealth Group in the 2nd quarter worth approximately $1,572,193,000. Carnegie Investment Counsel lifted its stake in UnitedHealth Group by 2.2% during the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock valued at $36,471,000 after acquiring an additional 2,316 shares during the period. EverSource Wealth Advisors LLC increased its stake in shares of UnitedHealth Group by 48.9% in the second quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock worth $1,806,000 after acquiring an additional 1,901 shares during the period. Finally, Phoenix Financial Ltd. lifted its position in UnitedHealth Group by 111.5% during the third quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate’s stock valued at $14,282,000 after purchasing an additional 22,137 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: UNH advanced while the broader market dipped, signaling investor demand and relative strength within the sector; this short‑term resilience supports the intraday uptick. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Positive Sentiment: Weakness at a peer (Centene) can shift market positioning within health insurance; Centene’s struggles in the ACA marketplace may make larger, diversified insurers like UNH relatively more attractive. Centene Is the Worst S&P 500 Stock Today. What’s Ailing the Health Insurer.
• Neutral Sentiment: Aggregated analyst stock forecasts were published; these compilations can reinforce guidance‑driven moves but often produce muted price reaction unless targets or ratings change materially. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Neutral Sentiment: A sector piece on HMO stocks highlights long‑term growth drivers (tech, M&A) but also cost pressures and nursing shortages — factors that create mixed near‑term earnings visibility for insurers. 4 HMO Stocks to Watch Despite Escalating Costs, Nursing Shortage
• Negative Sentiment: Valuation and recent share‑price weakness were highlighted in a note reviewing UNH’s pullback (YTD and multi‑month declines). That narrative may pressure sentiment among value‑focused investors. A Look At UnitedHealth Group’s Valuation After Recent Share Price Weakness

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on UNH shares. Leerink Partners cut their price target on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Barclays dropped their target price on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Weiss Ratings downgraded UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, March 2nd. Mizuho cut 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. Finally, Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Stock Performance

UNH opened at $285.25 on Thursday. The company has a market cap of $258.91 billion, a price-to-earnings ratio of 21.63, a PEG ratio of 1.30 and a beta of 0.41. The firm’s fifty day simple moving average is $305.51 and its two-hundred day simple moving average is $325.43. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating 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 firm had revenue of $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. During the same period last year, the company posted $6.81 EPS. UnitedHealth Group’s quarterly revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be given a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. The ex-dividend date is Monday, March 9th. UnitedHealth Group’s payout ratio is presently 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.