Wealthcare Capital Partners LLC Sells 37,566 Shares of UnitedHealth Group Incorporated $UNH

Wealthcare Capital Partners LLC lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 94.3% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,281 shares of the healthcare conglomerate’s stock after selling 37,566 shares during the period. Wealthcare Capital Partners LLC’s holdings in UnitedHealth Group were worth $753,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in UNH. Brighton Jones LLC increased its position in shares of UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after purchasing an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after buying an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH bought a new position in shares of UnitedHealth Group in the 2nd quarter worth $340,000. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of UnitedHealth Group by 3.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 242,829 shares of the healthcare conglomerate’s stock worth $75,755,000 after acquiring an additional 8,554 shares during the last quarter. Finally, Quadrature Capital Ltd increased its stake in UnitedHealth Group by 6,493.3% in the second quarter. Quadrature Capital Ltd now owns 568,869 shares of the healthcare conglomerate’s stock valued at $177,328,000 after acquiring an additional 560,241 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $259.15 on Friday. 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 Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The company has a market capitalization of $235.23 billion, a P/E ratio of 19.65, a PEG ratio of 1.23 and a beta of 0.41. The stock has a 50 day moving average price of $290.39 and a two-hundred day moving average price of $322.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. The company had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm’s revenue was up 12.3% compared to the same quarter last year. During the same period in the prior year, the business posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 3.4%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s payout ratio is currently 67.02%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on UNH shares. Morgan Stanley cut their price objective on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a report on Friday, January 23rd. Weiss Ratings downgraded UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, March 2nd. 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 research report on Wednesday, January 28th. Wells Fargo & Company cut their price objective on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. One investment 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 assigned a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealthcare rolled out Avery, a generative AI companion aimed at simplifying member navigation, improving self‑serve capabilities and helping customer advocates handle requests more efficiently—this could boost engagement, lower service costs and improve retention if adoption scales. UnitedHealthcare introduces Avery generative AI companion
• Positive Sentiment: Analyst commentary highlights Avery’s potential to “redefine healthcare navigation at scale,” reinforcing the strategic case that AI-driven workflows could materially improve member experience and operational efficiency over time. Can UnitedHealth’s Avery Redefine Healthcare Navigation at Scale?
• Positive Sentiment: Erste Group nudged up its FY2027 EPS forecast slightly, suggesting some analyst conviction in UnitedHealth’s earnings trajectory despite recent volatility. Small estimate upgrades can support the longer‑term earnings story. UNH Valuation / Analyst Note (MarketBeat)
• Neutral Sentiment: Several outlets note analysts’ average rating as “Moderate Buy,” indicating consensus caution rather than strong conviction; useful context for positioning but not an immediate catalyst. UnitedHealth Given Average Rating of “Moderate Buy” by Analysts
• Neutral Sentiment: Zacks flagged UNH as a trending stock, summarizing factors investors should watch (scale, guidance, valuation) — informative for sentiment monitoring rather than a direct price driver. UNH Is a Trending Stock: Facts to Know
• Neutral Sentiment: Coverage in a mega‑cap roundup highlights UNH’s dominant position and limited upside from scale—useful framing for portfolio managers evaluating risk/return among large-cap names. 1 Mega-Cap Stock with Exciting Potential and 2 We Question
• Negative Sentiment: Analysts expect a single‑digit profit decline in UnitedHealth’s upcoming fiscal Q1 report, which can pressure near‑term multiples and sentiment if results follow the projection. Here’s What to Expect From UnitedHealth’s Next Earnings Report
• Negative Sentiment: Recent coverage pointing to weak recent share performance and a valuation check highlights market concern over the stock’s discount from prior highs and whether growth can reaccelerate—a likely contributor to today’s sell‑off. UnitedHealth Group (UNH) Valuation Check After Recent Weak Share Performance

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.