UnitedHealth Group Incorporated $UNH Shares Sold by Seilern Investment Management Ltd

Seilern Investment Management Ltd trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 7.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 355,936 shares of the healthcare conglomerate’s stock after selling 29,784 shares during the quarter. UnitedHealth Group comprises 9.1% of Seilern Investment Management Ltd’s portfolio, making the stock its 2nd largest position. Seilern Investment Management Ltd’s holdings in UnitedHealth Group were worth $117,498,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the stock. Guerra Advisors Inc bought a new position in UnitedHealth Group in the 3rd quarter valued at about $1,059,000. Berkshire Hathaway Inc acquired a new stake in shares of UnitedHealth Group in the 2nd quarter worth approximately $1,572,193,000. Carnegie Investment Counsel increased its stake in shares of UnitedHealth Group by 2.2% during the third 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 lifted its position in 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 purchasing an additional 1,901 shares during the period. Finally, Phoenix Financial Ltd. increased its position in shares of UnitedHealth Group by 111.5% during the 3rd 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 owned by institutional investors and hedge funds.

UnitedHealth Group Stock Performance

Shares of UNH opened at $269.62 on Tuesday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a 50-day moving average of $295.77 and a two-hundred day moving average of $324.10. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The stock has a market cap of $244.72 billion, a price-to-earnings ratio of 20.44, a PEG ratio of 1.27 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data 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 firm had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter last year, the business posted $6.81 EPS. The company’s 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 research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 3.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s payout ratio is presently 67.02%.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the company. Leerink Partners cut their price objective on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Mizuho cut their price target 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. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Finally, Evercore raised UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group News Summary

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

• Positive Sentiment: Several commentary pieces argue current fears are overblown and frame UNH as a long-term buy given its scale, diversified businesses and consistent execution — a view that supports buy-the-dip investors. UnitedHealth Group: Fears Remain Overblown In A Panicky Market
• Positive Sentiment: Retail-investor guidance pieces and The Motley Fool highlight UNH as a healthcare name for long-term investors, arguing recent weakness creates an entry point for patient investors. Have $500? 2 Healthcare Stocks Long-Term Investors Should Buy Right Now
• Neutral Sentiment: Zacks compares UNH’s steady, diversified model with Centene’s turnaround, saying UNH’s consistency is attractive but upside is constrained by cost and policy risks — a balanced take for investors weighing relative value. The Upside Debate: UnitedHealth’s Consistency vs Centene’s Comeback
• Neutral Sentiment: Coverage on value-rotation themes lists healthcare/value names as potential beneficiaries of the market shift away from growth; UNH is discussed in the context of being a lower-multiple, large-cap healthcare play. 3 Value Stocks Set to Surge, With Up to 100% Upside by 2028
• Negative Sentiment: Analyst downgrades and commentary on regulatory challenges are pressuring the stock — stories cite potential regulatory scrutiny and margin risk from policy shifts as tangible near-term headwinds. UnitedHealth (UNH) Stock Faces Pressure from Analyst Downgrades and Regulatory Challenges
• Negative Sentiment: Coverage notes a widening gap between reimbursement rates and medical expenses, a key driver cited for the stock’s YTD decline and for concerns about near-term margin pressure. UnitedHealth Stock Is Down 18% in 2026 and Keeps Stumbling. Should You Buy the Dip Monday?
• Negative Sentiment: Recent analyst notes and Zacks’ research updates have lowered Q4 and near-term EPS estimates for UNH, increasing downside risk to sentiment until clearer margin trends re-emerge. Q4 EPS Estimate for UnitedHealth Group Decreased by Analyst Zacks Research Issues Pessimistic Estimate for UNH Earnings

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.