Private Wealth Asset Management LLC Sells 1,758 Shares of UnitedHealth Group Incorporated $UNH

Private Wealth Asset Management LLC decreased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 27.3% during the 3rd quarter, Holdings Channel reports. The firm owned 4,687 shares of the healthcare conglomerate’s stock after selling 1,758 shares during the period. Private Wealth Asset Management LLC’s holdings in UnitedHealth Group were worth $1,618,000 at the end of the most recent quarter.

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

Wall Street Analyst Weigh In

Several brokerages have commented on UNH. The Goldman Sachs Group started coverage on UnitedHealth Group in a research report on Tuesday, October 14th. They set a “buy” rating and a $406.00 price objective for the company. Oppenheimer dropped their price objective on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a research note on Wednesday. Jefferies Financial Group lowered their target price on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a report on Wednesday. Evercore ISI raised UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $380.67.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q4 beat on EPS and margin commentary — UnitedHealth reported Q4 EPS of $2.11, slightly above consensus, and highlighted Optum Rx strength and margin initiatives that management says will support profitability. This gives some near-term earnings credibility despite revenue softness. MarketBeat Q4 coverage
• Positive Sentiment: Capital returns remain a cushion — analysts and commentators note UNH’s dividend and ongoing buybacks (share-count reduction planned) support the equity’s floor and long-term shareholder returns. That underpins buy-the-dip arguments. MarketBeat: Buying opportunity
• Neutral Sentiment: Allegations of timely politician sales are drawing attention — reports show some lawmakers sold UNH shares before the plunge; this is a political/PR risk but not a fundamental earnings driver. Watch regulatory/oversight headlines. Finbold: Politician sales
• Negative Sentiment: Weak 2026 guidance — management guided to roughly $439B in 2026 revenue (down from 2025), signaling a rare revenue contraction tied to “right-sizing” and lower reimbursement expectations; this is the principal reason investors stampeded out. Investopedia: Guidance and drivers
• Negative Sentiment: CMS/Medicare payment proposal (Trump administration) — a much-smaller-than-expected proposed increase to Medicare Advantage payments materially reduces forward reimbursement assumptions for insurers and magnified UNH’s guidance concerns. That policy news triggered the sector sell-off. Benzinga: Medicare rates reaction
• Negative Sentiment: Analysts cut price targets — multiple firms trimmed 12–30% off prior targets (Jefferies, Leerink, Oppenheimer, RBC, UBS), keeping buy/outperform ratings but lowering upside expectations — adds short-term selling pressure. TickerReport / Benzinga aggregation
• Negative Sentiment: Large one-day market cap hit and volatility — UNH lost tens of billions in market value and dragged the Dow lower; that amplifies risk aversion and forces some funds to trim exposure. InsiderMonkey: Market impact

UnitedHealth Group Trading Up 4.0%

Shares of UNH stock opened at $294.08 on Thursday. The firm’s 50 day moving average is $331.78 and its 200 day moving average is $323.60. The stock has a market capitalization of $266.39 billion, a P/E ratio of 15.35, a P/E/G ratio of 1.69 and a beta of 0.42. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping the consensus estimate of $2.09 by $0.02. The company had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.UnitedHealth Group’s revenue was up 12.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were issued a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 46.14%.

UnitedHealth Group Company 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.