OneAscent Financial Services LLC Reduces Holdings in UnitedHealth Group Incorporated $UNH

OneAscent Financial Services LLC lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 84.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 711 shares of the healthcare conglomerate’s stock after selling 3,741 shares during the quarter. OneAscent Financial Services LLC’s holdings in UnitedHealth Group were worth $245,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in UNH. North Capital Inc. grew its holdings in shares of UnitedHealth Group by 16.2% during the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after buying an additional 27 shares in the last quarter. Sunflower Bank N.A. raised its holdings in UnitedHealth Group by 1.5% in the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after acquiring an additional 28 shares during the last quarter. Abound Wealth Management grew 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 valued at $84,000 after purchasing an additional 29 shares during the period. GK Wealth Management LLC lifted its position in UnitedHealth Group by 7.2% during the first quarter. GK Wealth Management LLC now owns 506 shares of the healthcare conglomerate’s stock worth $265,000 after buying an additional 34 shares during the period. Finally, Western Pacific Wealth Management LP grew its holdings in UnitedHealth Group by 12.0% in the 2nd quarter. Western Pacific Wealth Management LP now owns 336 shares of the healthcare conglomerate’s stock valued at $105,000 after buying an additional 36 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key UnitedHealth Group News

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

• Positive Sentiment: Evercore kept an outperform view on UNH despite elevated utilization trends, signaling that a major sell-side firm still sees upside versus peers and is comfortable with UnitedHealth’s longer-term fundamentals. UnitedHealth wins outperform at Evercore despite elevated utilization trends
• Positive Sentiment: Barclays raised its price target on UNH to $391 and kept an overweight rating, providing a fresh analyst-led valuation catalyst and suggesting ~12% upside from recent levels. Barclays raises price target on UNH
• Positive Sentiment: Retail/investor media continues to include UnitedHealth on candidate lists for long-term portfolios (e.g., Motley Fool’s picks), which can support buying interest from growth-oriented retail investors. 10 Magnificent Stocks That Can Make You Richer in 2026
• Neutral Sentiment: Sustainable Growth Advisers (SGA) reported it maintained its stake in UNH, which signals no large-scale institutional selling in that portfolio but isn’t an active bullish endorsement. SGA Global Growth Strategy Maintained Its Stake in UnitedHealth (UNH)
• Neutral Sentiment: Two recent analyses reassess UNH’s valuation after an operational overhaul and shifting expectations for earnings recovery — they highlight that much depends on upcoming Q4 results and 2026 guidance, making near-term direction data-driven. UnitedHealth Group (UNH): Reassessing Valuation After Operational Overhaul, Margin Pressure and Upcoming 2026 Updates Looking At The Narrative For UnitedHealth Group UNH After Shifting Earnings Recovery Expectations
• Neutral Sentiment: A WSJ piece on how corporate security changed after last year’s high-profile incident involving UnitedHealth highlights non-financial reputational and security costs; relevant to governance and potential incremental spending but not an immediate earnings driver. How Corporate Security Has Changed a Year After UnitedHealth Killing
• Negative Sentiment: Zacks underscores that UNH shares have fallen significantly over the last year amid cost and margin pressure and warns that Q4 results and 2026 guidance are key tests — this framing keeps downside risk top of mind for investors. UnitedHealth Sinks 34.5% in a Year: Buy the Dip Before Q4 Earnings?

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the stock. 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 report on Thursday, October 9th. Weiss Ratings upgraded shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, October 24th. Barclays increased their target price on UnitedHealth Group from $386.00 to $391.00 and gave the stock an “overweight” rating in a research report on Monday. Zacks Research upgraded UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Finally, Sanford C. Bernstein boosted their price objective on shares of UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a research note on Thursday, October 30th. Seventeen research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $385.75.

UnitedHealth Group Stock Up 2.0%

Shares of UnitedHealth Group stock opened at $348.81 on Wednesday. The company has a market capitalization of $315.97 billion, a PE ratio of 18.21, a P/E/G ratio of 2.06 and a beta of 0.42. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. The business has a 50-day moving average of $329.71 and a 200-day moving average of $320.46.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, topping the consensus estimate 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 the consensus estimate of $113.19 billion. During the same period in the previous year, the business earned $7.15 EPS. UnitedHealth Group’s revenue for the quarter was up 12.2% compared to the same quarter last year. As a group, equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is 46.14%.

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.