Dimensional Fund Advisors LP Cuts Stake in UnitedHealth Group Incorporated $UNH

Dimensional Fund Advisors LP cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 2.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,381,255 shares of the healthcare conglomerate’s stock after selling 136,186 shares during the quarter. UnitedHealth Group accounts for approximately 0.4% of Dimensional Fund Advisors LP’s holdings, making the stock its 22nd largest position. Dimensional Fund Advisors LP owned approximately 0.59% of UnitedHealth Group worth $1,858,118,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of UNH. Geode Capital Management LLC lifted its position in UnitedHealth Group by 3.3% during the second quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock valued at $6,624,411,000 after purchasing an additional 675,075 shares during the period. Norges Bank bought a new position in shares of UnitedHealth Group during the 2nd quarter valued at $3,837,207,000. Dodge & Cox grew its holdings in shares of UnitedHealth Group by 117.7% in the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after acquiring an additional 4,730,192 shares during the period. Charles Schwab Investment Management Inc. lifted its holdings in UnitedHealth Group by 6.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock valued at $2,340,346,000 after acquiring an additional 432,084 shares during the period. Finally, Amundi grew its stake in shares of UnitedHealth Group by 33.8% during the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after purchasing an additional 1,565,245 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

UNH has been the subject of several recent research reports. Weiss Ratings lowered shares of UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday. Wells Fargo & Company reduced their price objective on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. Evercore raised UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. UBS Group lowered their price objective on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Finally, Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $288.93 on Wednesday. The firm has a fifty day moving average price of $310.65 and a 200 day moving average price of $326.33. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The firm has a market cap of $261.72 billion, a price-to-earnings ratio of 21.91, a P/E/G ratio of 1.36 and a beta of 0.41. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business’s revenue was up 12.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, sell-side analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be given a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 3.1%. The ex-dividend date is Monday, March 9th. UnitedHealth Group’s payout ratio is currently 67.02%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Seeking Alpha upgraded UNH to a “Buy,” arguing current pessimism is overdone and highlighting scale, AI-driven cost efficiencies, dividend yield and long-term growth from an aging population. Article Title
• Positive Sentiment: UnitedHealthcare Vision is partnering with Hadley to expand emotional support resources for people with vision loss — a reputational/consumer-care positive that can support the brand but is unlikely to move near-term financials. Article Title
• Neutral Sentiment: Analyst coverage remains mixed but not uniformly negative: some outlets report a consensus “Moderate Buy” and investor letters noting the company’s growth potential amid AI tailwinds, showing continued institutional confidence despite nearer-term issues. Article Title
• Negative Sentiment: Leadership turnover at Optum — including the departure of longtime executive Heather Cianfrocco — and a reported reshuffle heighten execution risk as the company tightens pay raises, trims clinics and conducts layoffs to control costs. Investors see this as evidence of near-term margin pressure. Article Title
• Negative Sentiment: Scott+Scott and other plaintiff-law firms have opened investigations/alerts into UNH’s directors and officers for alleged breaches of fiduciary duties, adding potential legal liabilities and headline risk that can pressure the stock. Article Title
• Negative Sentiment: Sector and company reporting point to rising costs and margin pressure (including warnings that the stock may not rally until certain cost metrics improve), which helps explain recent selloffs. Article Title
• Negative Sentiment: Analyst models and fair-value estimates have been trimmed and coverage is increasingly mixed, reflecting uncertainty around execution and Medicare Advantage dynamics; that recalibration reduces near-term upside in price targets. Article Title
• Negative Sentiment: Zacks and other market pieces attribute the stock’s underperformance versus the broader market to the combination of the above operational, cost and legal headlines. Article Title

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.