Rossmore Private Capital Sells 2,948 Shares of UnitedHealth Group Incorporated $UNH

Rossmore Private Capital lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 57.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,153 shares of the healthcare conglomerate’s stock after selling 2,948 shares during the quarter. Rossmore Private Capital’s holdings in UnitedHealth Group were worth $743,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also bought and sold shares of UNH. North Capital Inc. increased its position 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 valued at $67,000 after acquiring an additional 27 shares in the last quarter. Sunflower Bank N.A. raised its stake in shares of UnitedHealth Group by 1.5% in the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after purchasing an additional 28 shares during the last quarter. Axis Wealth Partners LLC boosted its position in shares of UnitedHealth Group by 1.7% during the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after buying an additional 28 shares during the last quarter. Abound Wealth Management raised its position in UnitedHealth Group by 13.5% in the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after buying an additional 29 shares during the last quarter. Finally, Seamount Financial Group Inc. boosted its holdings in shares of UnitedHealth Group by 4.7% during the 2nd quarter. Seamount Financial Group Inc. now owns 818 shares of the healthcare conglomerate’s stock valued at $255,000 after acquiring an additional 37 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting 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

Analyst Ratings Changes

A number of brokerages recently weighed in on UNH. Mizuho increased their price objective on shares of UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research report on Thursday, October 9th. Deutsche Bank Aktiengesellschaft downgraded UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target on the stock. in a research note on Wednesday, October 29th. Weiss Ratings reissued a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday. The Goldman Sachs Group began coverage on UnitedHealth Group in a research note on Tuesday, October 14th. They set a “buy” rating and a $406.00 price target for the company. Finally, Barclays raised their price objective on shares of UnitedHealth Group from $386.00 to $391.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. One investment 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 company’s stock. According to data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average target price of $385.75.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $354.74 on Friday. The firm’s 50 day simple moving average is $331.37 and its two-hundred day simple moving average is $322.96. 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 company has a market capitalization of $321.34 billion, a P/E ratio of 18.51, a P/E/G ratio of 2.10 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.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating analysts’ consensus estimates of $2.87 by $0.05. The company had revenue of $113.16 billion for the quarter, compared to analysts’ expectations of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. UnitedHealth Group’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $7.15 EPS. Research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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