Securian Asset Management Inc. Decreases Position in UnitedHealth Group Incorporated $UNH

Securian Asset Management Inc. lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 7.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 43,739 shares of the healthcare conglomerate’s stock after selling 3,689 shares during the period. Securian Asset Management Inc.’s holdings in UnitedHealth Group were worth $15,103,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Murphy Pohlad Asset Management LLC increased its position in shares of UnitedHealth Group by 21.8% in the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock valued at $1,380,000 after acquiring an additional 791 shares during the period. Carnegie Investment Counsel increased its holdings 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 purchasing an additional 2,316 shares during the period. Berkshire Hathaway Inc purchased a new stake in UnitedHealth Group in the 2nd quarter worth approximately $1,572,193,000. Triumph Capital Management purchased a new position in shares of UnitedHealth Group during the second quarter valued at approximately $1,324,000. Finally, Wealth Effects LLC lifted its stake in UnitedHealth Group by 14.4% in the second quarter. Wealth Effects LLC now owns 4,688 shares of the healthcare conglomerate’s stock worth $1,463,000 after acquiring an additional 591 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: Evercore kept an outperform view on UNH despite elevated utilization trends, signaling that a major sell-side firm still sees upside versus peers and is comfortable with UnitedHealth’s longer-term fundamentals. UnitedHealth wins outperform at Evercore despite elevated utilization trends
• Positive Sentiment: Barclays raised its price target on UNH to $391 and kept an overweight rating, providing a fresh analyst-led valuation catalyst and suggesting ~12% upside from recent levels. Barclays raises price target on UNH
• Positive Sentiment: Retail/investor media continues to include UnitedHealth on candidate lists for long-term portfolios (e.g., Motley Fool’s picks), which can support buying interest from growth-oriented retail investors. 10 Magnificent Stocks That Can Make You Richer in 2026
• Neutral Sentiment: Sustainable Growth Advisers (SGA) reported it maintained its stake in UNH, which signals no large-scale institutional selling in that portfolio but isn’t an active bullish endorsement. SGA Global Growth Strategy Maintained Its Stake in UnitedHealth (UNH)
• Neutral Sentiment: Two recent analyses reassess UNH’s valuation after an operational overhaul and shifting expectations for earnings recovery — they highlight that much depends on upcoming Q4 results and 2026 guidance, making near-term direction data-driven. UnitedHealth Group (UNH): Reassessing Valuation After Operational Overhaul, Margin Pressure and Upcoming 2026 Updates Looking At The Narrative For UnitedHealth Group UNH After Shifting Earnings Recovery Expectations
• Neutral Sentiment: A WSJ piece on how corporate security changed after last year’s high-profile incident involving UnitedHealth highlights non-financial reputational and security costs; relevant to governance and potential incremental spending but not an immediate earnings driver. How Corporate Security Has Changed a Year After UnitedHealth Killing
• Negative Sentiment: Zacks underscores that UNH shares have fallen significantly over the last year amid cost and margin pressure and warns that Q4 results and 2026 guidance are key tests — this framing keeps downside risk top of mind for investors. UnitedHealth Sinks 34.5% in a Year: Buy the Dip Before Q4 Earnings?

UnitedHealth Group Price Performance

NYSE UNH opened at $348.81 on Wednesday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. The business’s fifty day moving average is $329.71 and its 200 day moving average is $320.46. The company has a market capitalization of $315.97 billion, a PE ratio of 18.21, a price-to-earnings-growth ratio of 2.06 and a beta of 0.42. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating analysts’ consensus estimates of $2.87 by $0.05. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The firm had revenue of $113.16 billion for the quarter, compared to analysts’ expectations of $113.19 billion. During the same period in the previous year, the firm earned $7.15 EPS. The business’s quarterly revenue was up 12.2% on a year-over-year basis. Sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were issued a $2.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio is currently 46.14%.

Analysts Set New Price Targets

Several equities research analysts have recently commented on UNH shares. Bank of America raised their target price on shares of UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Leerink Partners set a $410.00 target price on UnitedHealth Group and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Weiss Ratings upgraded shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, October 24th. Truist Financial lifted their price objective on UnitedHealth Group from $310.00 to $365.00 and gave the company a “buy” rating in a research note on Tuesday, September 9th. Finally, Zacks Research upgraded UnitedHealth Group from a “strong sell” rating to a “hold” rating in a report on Monday, October 6th. Seventeen investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $385.75.

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.