UnitedHealth Group Incorporated $UNH Shares Sold by Silvant Capital Management LLC

Silvant Capital Management LLC decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 78.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 921 shares of the healthcare conglomerate’s stock after selling 3,405 shares during the period. Silvant Capital Management LLC’s holdings in UnitedHealth Group were worth $318,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the business. North Capital Inc. boosted its stake in UnitedHealth Group by 16.2% during the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after purchasing an additional 27 shares during the period. Sunflower Bank N.A. boosted its stake in shares of UnitedHealth Group by 1.5% during the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after buying an additional 28 shares during the period. Axis Wealth Partners LLC grew its holdings 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 worth $563,000 after buying an additional 28 shares during the last quarter. Abound Wealth Management raised 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 during the last quarter. Finally, Auxano Advisors LLC grew its stake in shares of 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 purchasing an additional 32 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Management presented at the Barclays Healthcare conference; investors typically look for confirmation of growth drivers, guidance execution and margin outlook—this appearance and the published transcript likely reassured some holders. UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Positive Sentiment: Coverage noting UNH advanced while the broader market declined highlights relative strength and may attract momentum flows and defensive-earnings buyers. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Positive Sentiment: Weakness at peer Centene underscores competitive differentiation for large diversified insurers like UNH; investors may view peer struggles as a structural tailwind for market share and pricing leverage. Centene Is the Worst S&P 500 Stock Today. What’s Ailing the Health Insurer.
• Neutral Sentiment: Aggregated analyst forecasts and research pages are available; these compile price targets and EPS estimates that can drive trading if any major revisions appear, but the report itself is a neutral data point until changes occur. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Neutral Sentiment: A reported suspicious stock trade by a U.S. senator is circulating; it’s not tied to company fundamentals but can create short-term headlines. U.S. senator Markwayne Mullin just made a super suspicious stock trade
• Negative Sentiment: Valuation-focused pieces note recent share-price weakness and negative total returns YTD/over 12 months, which can pressure sentiment and limit multiple expansion despite scale and earnings power. A Look At UnitedHealth Group’s Valuation After Recent Share Price Weakness
• Negative Sentiment: Sector write-ups flag rising medical costs, staffing shortages and policy risk that could pressure margins for HMOs and large payers if costs outpace pricing or risk adjustment. 4 HMO Stocks to Watch Despite Escalating Costs, Nursing Shortage

Wall Street Analysts Forecast Growth

UNH has been the subject of several recent research reports. Jefferies Financial Group decreased their price target on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Barclays reduced their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. Truist Financial cut their price target on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a report on Monday, February 2nd. UBS Group dropped their target price on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. reduced their price target on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Stock Up 1.0%

UnitedHealth Group stock opened at $285.25 on Thursday. The firm has a market capitalization of $258.91 billion, a price-to-earnings ratio of 21.63, a price-to-earnings-growth ratio of 1.30 and a beta of 0.41. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The stock’s fifty day moving average is $305.51 and its two-hundred day moving average is $325.43. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 firm’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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

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.