Bristol John W & Co. Inc. NY Sells 5,882 Shares of UnitedHealth Group Incorporated $UNH

Bristol John W & Co. Inc. NY lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 315,174 shares of the healthcare conglomerate’s stock after selling 5,882 shares during the quarter. UnitedHealth Group comprises 1.7% of Bristol John W & Co. Inc. NY’s holdings, making the stock its 25th largest holding. Bristol John W & Co. Inc. NY’s holdings in UnitedHealth Group were worth $108,830,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also modified their holdings of UNH. Norges Bank bought a new position in shares of UnitedHealth Group during the 2nd quarter worth approximately $3,837,207,000. Capital Research Global Investors grew 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 worth $4,503,419,000 after purchasing an additional 7,293,009 shares during the last quarter. Berkshire Hathaway Inc purchased a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $1,572,193,000. Dodge & Cox grew its stake in UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after buying an additional 4,730,192 shares during the last quarter. Finally, Capital World Investors raised its stake in UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after buying an additional 3,439,182 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Stock Down 2.8%

UNH stock opened at $277.29 on Friday. The firm’s fifty day moving average is $304.45 and its 200 day moving average is $325.09. The firm has a market cap of $251.69 billion, a PE ratio of 21.02, a P/E/G ratio of 1.31 and a beta of 0.41. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79.

UnitedHealth Group (NYSE:UNH) last posted 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. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business had revenue of $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. During the same period in the prior year, the company posted $6.81 EPS. The company’s revenue for the quarter was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be given a $2.21 dividend. The ex-dividend date is Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.2%. UnitedHealth Group’s payout ratio is 67.02%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on UNH shares. Wells Fargo & Company cut their price objective on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. UBS Group lowered their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Leerink Partners reduced their target price on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Finally, Royal Bank Of Canada dropped their price target on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Sen. Markwayne Mullin bought $50K–$100K of UNH stock in late February, a discretionary purchase that some market participants view as a small vote of confidence and potential incremental demand. Trump Ally, New DHS Leader Nominee Markwayne Mullin Makes New Stock Trades: Here’s What He Bought And Sold
• Positive Sentiment: UNH showed intraday strength in recent sessions, closing higher while the broader market lagged — indicating pockets of investor demand that can help stabilize the stock. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Management presented at Barclays’ Global Healthcare Conference (full transcript published). These presentations typically reinforce guidance and strategy but rarely move the stock unless new guidance or material news is disclosed. UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Analyst coverage and stock‑forecast pages are being updated; these aggregate views can influence sentiment via price target changes but currently show mixed signals. Watch for any fresh revisions. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Neutral Sentiment: Sector commentary flags growth drivers (tech, M&A) but also headwinds—rising medical costs and workforce shortages—that can pressure margins; UNH’s operational execution will matter most. 4 HMO Stocks to Watch Despite Escalating Costs, Nursing Shortage
• Negative Sentiment: Valuation and price‑performance analyses note significant YTD and 12‑month declines, lower multi‑year returns, and recent downward pressure — reinforcing investor concern on valuation after the prior stretch of strong gains. A Look At UnitedHealth Group’s Valuation After Recent Share Price Weakness

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.