UnitedHealth Group Incorporated $UNH Shares Purchased by TIAA Trust National Association

TIAA Trust National Association raised its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 38.6% in the third quarter, Holdings Channel.com reports. The fund owned 262,244 shares of the healthcare conglomerate’s stock after buying an additional 73,030 shares during the quarter. TIAA Trust National Association’s holdings in UnitedHealth Group were worth $90,553,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. North Capital Inc. increased its holdings in UnitedHealth Group by 16.2% in the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after buying an additional 27 shares in the last quarter. Sunflower Bank N.A. increased its stake in UnitedHealth Group by 1.5% in the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after purchasing an additional 28 shares in the last quarter. Axis Wealth Partners LLC boosted its position in UnitedHealth Group by 1.7% during the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock worth $563,000 after purchasing an additional 28 shares in the last quarter. Abound Wealth Management raised its stake in shares of UnitedHealth Group by 13.5% during 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, Auxano Advisors LLC grew its stake in UnitedHealth Group by 3.4% in the 3rd quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock valued at $333,000 after acquiring an additional 32 shares during the last quarter. Hedge funds and other institutional investors 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: Board re-affirmed the quarterly cash dividend of $2.21 per share (payable March 17, record March 9), signaling commitment to shareholder returns despite profit pressure. This supports income-oriented investors and underpins buy-side interest. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Positive Sentiment: Market reaction: coverage notes UNH trading higher intraday following the dividend announcement, indicating the payout helped calm some selling and attracted short-term buyers. UnitedHealth Group (NYSE:UNH) Trading 3.7% Higher Following Dividend Announcement
• Neutral Sentiment: Analyst/sector context: comparisons with Humana highlight UNH’s scale and diversified model as potential upside versus peers if margins stabilize — useful framing for relative positioning but not an immediate catalyst. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Negative Sentiment: Guidance and margin pressure: reports emphasize weaker 2026 revenue guidance and rising medical/Medicare-related costs that compress margins and reduced near-term profitability expectations — a core reason for recent selling. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Negative Sentiment: Fund-level selling: Aristotle Growth Equity Fund disclosed exiting UNH citing lowered guidance, a sign institutional rebalancing that can amplify downward pressure. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Regulatory shock and big drawdown: commentary ties a ~23–37% multi-week share decline to disappointing guidance plus a Trump administration proposal for essentially flat 2027 Medicare reimbursement (near-zero increase), which meaningfully worsens industry margin outlook. Is The Bottom In For UNH Stock After Its Dramatic 23% Slide?
• Negative Sentiment: Near-term earnings reaction: coverage notes the stock is down since the last earnings report and investors are watching upcoming estimates and margins for signs of stabilization. UnitedHealth (UNH) Down 3.3% Since Last Earnings Report: Can It Rebound?

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on UNH. Leerink Partners reduced their price target on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. JPMorgan Chase & Co. reduced their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research report on Monday, February 2nd. Mizuho cut their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. Finally, Barclays lowered their price target on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $286.63 on Friday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. The company has a market cap of $259.64 billion, a price-to-earnings ratio of 21.73, a PEG ratio of 1.31 and a beta of 0.41. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The firm has a 50 day moving average price of $312.67 and a 200 day moving average price of $325.17.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data 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 company had revenue of $113.73 billion during the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same period in the previous year, the company earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be paid a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. The ex-dividend date of this dividend is Monday, March 9th. UnitedHealth Group’s payout ratio is currently 67.02%.

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.