UnitedHealth Group Incorporated $UNH Shares Sold by Pacific Point Advisors LLC

Pacific Point Advisors LLC decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 27.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,028 shares of the healthcare conglomerate’s stock after selling 1,913 shares during the period. UnitedHealth Group accounts for 0.9% of Pacific Point Advisors LLC’s portfolio, making the stock its 26th largest position. Pacific Point Advisors LLC’s holdings in UnitedHealth Group were worth $1,660,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in UNH. Brighton Jones LLC increased its position in shares of UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after acquiring an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after acquiring an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH acquired a new stake in shares of UnitedHealth Group in the second quarter worth $340,000. Flow Traders U.S. LLC acquired a new stake in shares of UnitedHealth Group in the second quarter worth $356,000. Finally, Jump Financial LLC purchased a new position in shares of UnitedHealth Group in the second quarter valued at $377,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: CMS finalized a larger-than-expected 2027 Medicare Advantage payment increase (net average +2.48%), meaningfully above January’s proposal and street expectations — the decision injects roughly $13B+ into the MA program and is the main catalyst for today’s rally. Trump administration finalizes better-than-feared Medicare Advantage payment rate in boost to health insurers
• Positive Sentiment: Brokerages moved to capitalize on the policy tailwind: Sanford C. Bernstein and others raised price targets and ratings, and Bank of America boosted its PT — analyst upward revisions help sustain the rally by signaling higher modeled earnings and margin recovery. Sanford C. Bernstein price target update
• Positive Sentiment: Sector-wide lift — other insurers (Humana, Centene, Oscar Health) rose on the same CMS decision, reinforcing that UnitedHealth benefits from industry-level tailwinds (scale and MA exposure). UnitedHealth and other insurer stocks jump after Medicare agrees to lift payments next year
• Neutral Sentiment: Macro/market context is mixed — broader US indexes showed mixed action Tuesday (oil lower, geopolitics impacting sentiment), so some of UNH’s move is idiosyncratic to healthcare rather than a broad market rally. US Equity Markets Mixed Amid Lower Crude Oil Price, Diminishing Hopes of Iran Ceasefire Deal
• Negative Sentiment: Risks remain — elevated medical cost pressures, previous guidance weakness and an upcoming Q1 report (April 21) could reintroduce volatility if results or forward commentary disappoint; the policy boost reduces but does not eliminate these operational risks. UnitedHealth Q1 Earnings Preview

UnitedHealth Group Trading Up 9.3%

UnitedHealth Group stock opened at $307.55 on Wednesday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week 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. The stock has a market capitalization of $279.16 billion, a P/E ratio of 23.32, a PEG ratio of 1.28 and a beta of 0.40. The stock has a 50-day simple moving average of $282.12 and a 200 day simple moving average of $319.04.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.02. The business had revenue of $113.73 billion during 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 firm’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same period in the previous year, the company posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s payout ratio is 67.02%.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on UNH shares. Morgan Stanley decreased their target price on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price for the company in a research note on Tuesday. Weiss Ratings downgraded shares of UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, March 2nd. Truist Financial decreased their target price on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Finally, Wells Fargo & Company reduced their price objective on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $363.42.

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.