Naples Global Advisors LLC Lowers Stake in UnitedHealth Group Incorporated $UNH

Naples Global Advisors LLC decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 23.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 12,840 shares of the healthcare conglomerate’s stock after selling 3,990 shares during the period. Naples Global Advisors LLC’s holdings in UnitedHealth Group were worth $4,433,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of UNH. LFA Lugano Financial Advisors SA acquired a new stake in shares of UnitedHealth Group in the 2nd quarter worth $25,000. Sagard Holdings Management Inc. purchased a new stake in UnitedHealth Group in the 2nd quarter valued at approximately $29,000. Islay Capital Management LLC purchased a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $31,000. Grey Fox Wealth Advisors LLC purchased a new stake in shares of UnitedHealth Group during the 3rd quarter worth $33,000. Finally, Riggs Asset Managment Co. Inc. boosted its holdings in UnitedHealth Group by 69.4% during the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after buying an additional 43 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Mizuho Securities reiterated a Buy on UNH and kept its $430 price target, citing optimism ahead of the Medicare Advantage 2027 advance notice — a vote of confidence that supports upside expectations. Mizuho Securities Remains Positive on UnitedHealth Group Amid the Upcoming Medicare Advantage 2027 Advance Notice
• Positive Sentiment: UNH recently outperformed the broader market in late trading sessions, reflecting short-term investor demand as the company approaches key disclosures. UnitedHealth Group (UNH) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: UnitedHealth said it will rebate 2026 ACA-plan profits to customers — a move that eases regulatory/political pressure but may reduce near‑term earnings; investors are parsing the tradeoff. UnitedHealth to offer rebates to its Obamacare customers
• Neutral Sentiment: Coverage highlights investor focus on the Jan. 27 cadence — many analysts and outlets urge waiting for the company’s full Q4/2025 detail before making material moves. Dear UnitedHealth Stock Fans, Mark Your Calendars for January 27
• Negative Sentiment: Analysts warn of margin pressure: Zacks flags rising medical costs and a higher medical cost ratio as a potential earnings headwind heading into Q4 results. Buying UnitedHealth Before Q4 Earnings? Cost Pressures a Red Flag
• Negative Sentiment: UnitedHealth, CVS and other insurers faced tough questioning from Congress on affordability — increased regulatory scrutiny could pressure future policy and margins. UnitedHealth and CVS Get Grilled on Affordability by Congress
• Negative Sentiment: Several opinion pieces and analysts advise caution ahead of Jan. 27 (including a Fool piece and commentary from TV personalities favoring peers), signaling near-term skepticism among some market voices. Don’t Buy UnitedHealth Group Stock Before Jan. 27

UnitedHealth Group Trading Up 2.0%

UNH stock opened at $354.74 on Friday. The company has a market cap of $321.34 billion, a price-to-earnings ratio of 18.51, a PEG ratio of 2.10 and a beta of 0.42. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71. The business has a fifty day simple moving average of $331.37 and a 200-day simple moving average of $322.96. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating 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 business had revenue of $113.16 billion for the quarter, compared to analyst estimates of $113.19 billion. During the same period in the previous year, the company posted $7.15 EPS. The company’s revenue was up 12.2% compared to the same quarter last year. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

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

Analysts Set New Price Targets

A number of research firms recently weighed in on UNH. Leerink Partners set a $410.00 price target on UnitedHealth Group and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Piper Sandler dropped their price target on UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a research report on Tuesday, October 28th. Weiss Ratings restated a “hold (c-)” rating on shares of UnitedHealth Group in a research report on Wednesday. UBS Group increased their target price on UnitedHealth Group from $378.00 to $430.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Finally, Bank of America raised their price target on shares of UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus target price of $385.75.

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.