Teacher Retirement System of Texas Sells 135,703 Shares of UnitedHealth Group Incorporated $UNH

Teacher Retirement System of Texas lessened its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 37.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 228,681 shares of the healthcare conglomerate’s stock after selling 135,703 shares during the period. Teacher Retirement System of Texas’ holdings in UnitedHealth Group were worth $78,964,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. LFA Lugano Financial Advisors SA acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth about $25,000. Sagard Holdings Management Inc. bought a new position in UnitedHealth Group in the second quarter valued at approximately $29,000. Islay Capital Management LLC acquired a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $31,000. Grey Fox Wealth Advisors LLC bought a new stake in UnitedHealth Group during the third quarter worth $33,000. Finally, Riggs Asset Managment Co. Inc. increased its stake in shares of UnitedHealth Group by 69.4% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after purchasing an additional 43 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on UNH shares. UBS Group raised their price objective on UnitedHealth Group from $378.00 to $430.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Piper Sandler reduced their price objective 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. JPMorgan Chase & Co. raised their target price on shares of UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research note on Thursday, October 9th. Evercore ISI raised shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Finally, Mizuho increased their target price on UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research note on Thursday, October 9th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus target price of $385.75.

UnitedHealth Group Trading Up 2.0%

Shares of NYSE:UNH opened at $354.74 on Friday. The business’s 50 day simple moving average is $331.37 and its 200 day simple moving average is $322.96. The company has a market capitalization of $321.34 billion, a P/E ratio of 18.51, a P/E/G ratio of 2.10 and a beta of 0.42. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping 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 company had revenue of $113.16 billion for the quarter, compared to analysts’ expectations of $113.19 billion. During the same quarter last year, the business earned $7.15 earnings per share. UnitedHealth Group’s revenue was up 12.2% on a year-over-year basis. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Mizuho Securities reiterated a Buy on UNH and kept its $430 price target, citing optimism ahead of the Medicare Advantage 2027 advance notice — a vote of confidence that supports upside expectations. Mizuho Securities Remains Positive on UnitedHealth Group Amid the Upcoming Medicare Advantage 2027 Advance Notice
• Positive Sentiment: UNH recently outperformed the broader market in late trading sessions, reflecting short-term investor demand as the company approaches key disclosures. UnitedHealth Group (UNH) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: UnitedHealth said it will rebate 2026 ACA-plan profits to customers — a move that eases regulatory/political pressure but may reduce near‑term earnings; investors are parsing the tradeoff. UnitedHealth to offer rebates to its Obamacare customers
• Neutral Sentiment: Coverage highlights investor focus on the Jan. 27 cadence — many analysts and outlets urge waiting for the company’s full Q4/2025 detail before making material moves. Dear UnitedHealth Stock Fans, Mark Your Calendars for January 27
• Negative Sentiment: Analysts warn of margin pressure: Zacks flags rising medical costs and a higher medical cost ratio as a potential earnings headwind heading into Q4 results. Buying UnitedHealth Before Q4 Earnings? Cost Pressures a Red Flag
• Negative Sentiment: UnitedHealth, CVS and other insurers faced tough questioning from Congress on affordability — increased regulatory scrutiny could pressure future policy and margins. UnitedHealth and CVS Get Grilled on Affordability by Congress
• Negative Sentiment: Several opinion pieces and analysts advise caution ahead of Jan. 27 (including a Fool piece and commentary from TV personalities favoring peers), signaling near-term skepticism among some market voices. Don’t Buy UnitedHealth Group Stock Before Jan. 27

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.