UnitedHealth Group Incorporated $UNH Shares Sold by Clark Capital Management Group Inc.

Clark Capital Management Group Inc. lowered its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 95.0% during the third quarter, HoldingsChannel reports. The firm owned 7,203 shares of the healthcare conglomerate’s stock after selling 136,269 shares during the period. Clark Capital Management Group Inc.’s holdings in UnitedHealth Group were worth $2,487,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. North Capital Inc. lifted its holdings in shares of 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 purchasing an additional 27 shares in the last quarter. Sunflower Bank N.A. raised its position in UnitedHealth Group by 1.5% during the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after buying an additional 28 shares during the period. Axis Wealth Partners LLC lifted its stake in UnitedHealth Group by 1.7% in the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock worth $563,000 after acquiring an additional 28 shares in the last quarter. Abound Wealth Management grew its stake in UnitedHealth Group by 13.5% during the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock valued at $84,000 after acquiring an additional 29 shares in the last quarter. Finally, Auxano Advisors LLC lifted its position in shares of UnitedHealth Group by 3.4% in the third quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock worth $333,000 after purchasing an additional 32 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 1.2%

UnitedHealth Group stock opened at $285.55 on Tuesday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The stock has a market cap of $259.19 billion, a price-to-earnings ratio of 21.65, a price-to-earnings-growth ratio of 1.30 and a beta of 0.41. The business has a 50 day moving average price of $302.22 and a two-hundred day moving average price of $325.14. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. The business had revenue of $113.73 billion for 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%.UnitedHealth Group’s quarterly revenue was up 12.3% on a year-over-year basis. During the same period in the previous year, the business posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

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

UnitedHealth Group News Summary

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

• Positive Sentiment: Analyst bullish case: A Seeking Alpha piece argues UNH is a buy, citing attractive valuation, management’s focus on efficiency, and targeted AI-driven cost savings (~$1B) plus 2026 guidance (EPS > $17.75, revenue ~ $439B) that support a turnaround thesis. UnitedHealth: Why AI Is The Secret Weapon For The Turnaround
• Positive Sentiment: Product expansion: UnitedHealthcare expanded its doula support nationwide for employer plans — a growth/benefit initiative that can improve maternal outcomes and strengthen commercial plan stickiness. This is a near-term product win that supports revenue diversification and member engagement. UnitedHealthcare Expands Doula Offering to Employer-Sponsored Plans Nationwide
• Neutral Sentiment: Bull summaries / investor letters: Two market writeups reiterate a bullish long-term view based on valuation and earnings power, arguing current multiples present a buying opportunity for longer-term investors — useful context but not new company-level catalysts. Is UnitedHealth Group Incorporated (UNH) A Good Stock To Buy Now? Is UnitedHealth Group Incorporated (UNH) A Good Stock To Buy Now?
• Neutral Sentiment: Leadership and margin-repair narrative: Appointing Dennis Stankiewicz as Chief Accounting Officer and conference presentations signal governance and messaging steps as UNH works through 2025 headwinds; these are supportive but execution-dependent. How Leadership Shifts and Margin Repair Efforts At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Negative Sentiment: Analyst caution / valuation: A Seeking Alpha Hold note says UNH is stabilizing but not yet a buy — revenue/membership declines reflect strategic resets and valuation compression removes prior premium, suggesting limited margin of safety for new capital. UnitedHealth: Stabilizing, But Not Yet A Buy
• Negative Sentiment: Policy/regulatory risk: A Joint Economic Committee analysis found ~$13.4B in 2025 excess Medicare Advantage payments (about $212 per enrollee), a headline that fuels regulatory scrutiny and could pressure margins or future reimbursement structures. Seniors Overpaid Medicare Premiums By $13.4B In 2025…

Analyst Ratings Changes

A number of research analysts recently commented on UNH shares. Truist Financial lowered their price objective on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Oppenheimer lowered their price target on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Barclays cut their price target on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus target price of $372.13.

About UnitedHealth Group

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.