Riverbridge Partners LLC Has $40.91 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Riverbridge Partners LLC reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 6.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 123,931 shares of the healthcare conglomerate’s stock after selling 8,652 shares during the quarter. Riverbridge Partners LLC’s holdings in UnitedHealth Group were worth $40,911,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Capital World Investors grew its holdings in UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after acquiring an additional 3,439,182 shares during the period. Capital International Investors grew its stake in shares of UnitedHealth Group by 11.1% during the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after purchasing an additional 1,747,337 shares during the period. Capital Research Global Investors increased its holdings in UnitedHealth Group by 126.9% in the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after purchasing an additional 7,293,009 shares during the last quarter. Norges Bank bought a new position in UnitedHealth Group during the second quarter worth about $3,837,207,000. Finally, Dodge & Cox increased its stake in shares of UnitedHealth Group by 8.6% in the 3rd quarter. Dodge & Cox now owns 9,505,636 shares of the healthcare conglomerate’s stock valued at $3,282,296,000 after acquiring an additional 755,076 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

UNH stock opened at $267.69 on Friday. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. The stock has a market cap of $242.97 billion, a PE ratio of 20.29, a price-to-earnings-growth ratio of 1.24 and a beta of 0.41. The stock has a 50-day moving average price of $291.83 and a two-hundred day moving average price of $323.04. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. The business had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.UnitedHealth Group’s quarterly revenue was up 12.3% on a year-over-year basis. During the same period last year, the company earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 3.3%. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

Key UnitedHealth Group News

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

• Positive Sentiment: Erste Group slightly raised its FY2027 EPS forecast for UNH (from $19.71 to $19.77), a modest upward revision that signals continued confidence in underlying earnings momentum even if it’s small versus street consensus; supports the company’s earnings outlook. Erste Group raises FY2027 EPS estimate
• Neutral Sentiment: Zacks flags UNH as a trending stock among its users, highlighting investor attention and notable search interest — increased attention can amplify moves but doesn’t by itself change fundamentals. UnitedHealth Group Incorporated (UNH) Is a Trending Stock
• Neutral Sentiment: A broader piece on mega-cap stocks includes UNH as a large, influential healthcare name with solid fundamentals but limited upside from scale; this frames expectations that UNH may deliver steady returns rather than explosive growth. 1 Mega-Cap Stock with Exciting Potential and 2 We Question
• Negative Sentiment: Valuation coverage after recent share weakness highlights that UNH’s stock has pulled back and analysts/investors are re-checking fair value — increased debate over valuation can sustain selling pressure as investors reassess multiples relative to growth. UnitedHealth Group (UNH) Valuation Check After Recent Weak Share Performance

Analysts Set New Price Targets

UNH has been the subject of a number of analyst reports. Leerink Partners decreased their price objective on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Oppenheimer decreased their price target on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Morgan Stanley dropped their price objective on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research note on Friday, January 23rd. Truist Financial lowered their price target on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a report on Monday, February 2nd. Finally, Royal Bank Of Canada cut their price objective on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average price target of $372.13.

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.