UnitedHealth Group Incorporated $UNH Shares Sold by New York State Teachers Retirement System

New York State Teachers Retirement System reduced its position in UnitedHealth Group Incorporated (NYSE:UNH) by 1.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 750,653 shares of the healthcare conglomerate’s stock after selling 13,569 shares during the quarter. UnitedHealth Group comprises approximately 0.5% of New York State Teachers Retirement System’s portfolio, making the stock its 27th biggest position. New York State Teachers Retirement System owned approximately 0.08% of UnitedHealth Group worth $259,200,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of UNH. Murphy Pohlad Asset Management LLC lifted its stake in shares of UnitedHealth Group by 21.8% during the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock worth $1,380,000 after purchasing an additional 791 shares in the last quarter. Carnegie Investment Counsel lifted its position in UnitedHealth Group by 2.2% during the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after acquiring an additional 2,316 shares in the last quarter. Berkshire Hathaway Inc acquired a new stake in UnitedHealth Group in the second quarter valued at approximately $1,572,193,000. Triumph Capital Management acquired a new position in shares of UnitedHealth Group during the second quarter worth $1,324,000. Finally, Wealth Effects LLC grew its holdings in UnitedHealth Group by 14.4% during the 2nd quarter. Wealth Effects LLC now owns 4,688 shares of the healthcare conglomerate’s stock valued at $1,463,000 after purchasing an additional 591 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

UNH has been the subject of a number of analyst reports. Zacks Research raised UnitedHealth Group from a “strong sell” rating to a “hold” rating in a report on Monday, October 6th. Piper Sandler decreased their price target on shares of UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a research report on Tuesday, October 28th. KeyCorp raised their price objective on shares of UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, October 8th. Bank of America increased their price target 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. Finally, Mizuho boosted their price objective on UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a report on Thursday, October 9th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $385.75.

UnitedHealth Group Stock Down 0.9%

NYSE:UNH opened at $343.83 on Friday. The firm has a market capitalization of $311.46 billion, a PE ratio of 17.95, a price-to-earnings-growth ratio of 2.08 and a beta of 0.42. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. The stock has a 50 day moving average of $329.51 and a 200-day moving average of $321.20.

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

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were paid a $2.21 dividend. The ex-dividend date was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 2.6%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 46.14%.

UnitedHealth Group News Summary

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

• Positive Sentiment: Evercore analysts upgraded UnitedHealth to a “strong-buy,” signaling confidence in 2026 growth and supporting near-term upside for the stock. Evercore Analysts Love UnitedHealth Stock for 2026. Should You Buy UNH Here?
• Positive Sentiment: Bernstein raised its price target to $444 (from $440) and kept an Outperform rating, which supports higher valuation expectations for UNH. Bernstein Lifts PT on UnitedHealth Group (UNH) to $444 From $440
• Positive Sentiment: Barclays bumped its target to $391 and kept an Overweight rating, citing managed-care margin recovery that could lift UNH in 2026. UnitedHealth (UNH) Poised to Benefit as Investor Focus Shifts Away From AI, Says Barclays
• Positive Sentiment: Evercore ISI’s upgrade earlier in the week drove a short-term bounce (shares were reported up ~2% on the call), reinforcing analyst conviction that could attract flow into UNH. Zacks / Evercore ISI upgrade reporting
• Neutral Sentiment: The healthcare sector’s rebound and ETF inflows (e.g., Vanguard Health Care ETF) are creating a supportive backdrop for UNH as investors rotate into under-owned healthcare names. This ETF Is Proof That the Healthcare Rebound Is Real
• Neutral Sentiment: Coverage pieces note rising analyst confidence is changing UNH’s investment story—more upgrades and target lifts can reduce short-term volatility but also price in expectations. How Rising Analyst Confidence At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Negative Sentiment: An explanatory piece outlines factors that have recently hit UnitedHealth’s performance (operational or market pressures referenced), which helps explain why shares are softer despite bullish analyst action. Here’s What Hit UnitedHealth Group’s (UNH) Performance

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.