UnitedHealth Group Incorporated $UNH Stock Holdings Increased by Strs Ohio

Strs Ohio lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 3.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 528,516 shares of the healthcare conglomerate’s stock after purchasing an additional 17,450 shares during the quarter. UnitedHealth Group comprises 0.7% of Strs Ohio’s portfolio, making the stock its 18th largest position. Strs Ohio owned approximately 0.06% of UnitedHealth Group worth $182,497,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of UNH. North Capital Inc. increased its stake in shares of UnitedHealth Group by 16.2% in the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after purchasing an additional 27 shares during the period. Sunflower Bank N.A. boosted its stake in UnitedHealth Group by 1.5% during the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after buying an additional 28 shares in the last quarter. Axis Wealth Partners LLC boosted its holdings in shares of UnitedHealth Group by 1.7% in the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock worth $563,000 after buying an additional 28 shares during the period. Abound Wealth Management boosted its position in shares of UnitedHealth Group by 13.5% in the third quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after buying an additional 29 shares during the period. Finally, Seamount Financial Group Inc. boosted its holdings in shares of UnitedHealth Group by 4.7% during the second quarter. Seamount Financial Group Inc. now owns 818 shares of the healthcare conglomerate’s stock worth $255,000 after purchasing an additional 37 shares during the period. Institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

UNH has been the subject of several recent research reports. Mizuho boosted their target price on shares of UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research report on Thursday, October 9th. Evercore ISI upgraded UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Sanford C. Bernstein raised their target price on shares of UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. JPMorgan Chase & Co. lifted their price objective on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research note on Thursday, October 9th. Finally, Royal Bank Of Canada upped their price target on UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a report on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average target price of $385.75.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $354.74 on Friday. The stock has a fifty day moving average price of $331.37 and a two-hundred day moving average price of $322.96. 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 52-week low of $234.60 and a 52-week high of $606.36. The firm 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.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, beating analysts’ consensus estimates of $2.87 by $0.05. The firm had revenue of $113.16 billion for the quarter, compared to analyst estimates of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The company’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the previous year, the business earned $7.15 earnings per share. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal 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 given a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio is 46.14%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting confidence heading into the Medicare Advantage 2027 advance notice period — this supports upside sentiment from institutional analysts. Mizuho Securities Remains Positive on UnitedHealth Group Amid the Upcoming Medicare Advantage 2027 Advance Notice
• Neutral Sentiment: UnitedHealth said it will rebate 2026 ACA (Obamacare) plan profits to customers — a move that reduces regulatory and political risk but could compress near-term margins depending on rebate size. UnitedHealth to Rebate 2026 ACA Profits as Congress Debates Extending Premium Tax Credits
• Neutral Sentiment: Commentary pieces are exploring investor reactions to the rebate — some view it as good PR and risk mitigation, others flag its potential earnings impact; market response will depend on rebate magnitude and timing. How Investors May Respond To UnitedHealth Group (UNH) Rebating 2026 ACA Plan Profits To Customers
• Neutral Sentiment: Analyst previews and estimate pieces ahead of the Q4 earnings release (Jan. 27) highlight key metrics to watch beyond headline revenue/EPS — medical cost ratio (MCR), membership trends and Optum performance will drive the print. Countdown to UnitedHealth (UNH) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
• Negative Sentiment: UNH executives faced congressional questioning on healthcare affordability — increased regulatory scrutiny raises policy risk and could influence future pricing/mandates. UnitedHealth and CVS Get Grilled on Affordability by Congress
• Negative Sentiment: Analysts warn rising medical costs and a higher medical cost ratio could pressure margins into Q4, making earnings riskier near term. Buying UnitedHealth Before Q4 Earnings? Cost Pressures a Red Flag
• Negative Sentiment: Market commentators urge caution ahead of the Jan. 27 earnings release (some advising not to buy until after the print), and high-profile media voices have recommended peers like CVS over UNH, amplifying short-term pressure. Don’t Buy UnitedHealth Group Stock Before Jan. 27 Jim Cramer Says “Let’s Buy CVS, Not UnitedHealth”

UnitedHealth Group 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.