Central Bank & Trust Co. Has $3.70 Million Stake in UnitedHealth Group Incorporated $UNH

Central Bank & Trust Co. lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 18.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 10,706 shares of the healthcare conglomerate’s stock after selling 2,393 shares during the quarter. Central Bank & Trust Co.’s holdings in UnitedHealth Group were worth $3,697,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of UNH. Norges Bank acquired a new position in UnitedHealth Group during the second quarter worth $3,837,207,000. Berkshire Hathaway Inc bought a new position in shares of UnitedHealth Group in the 2nd quarter valued at approximately $1,572,193,000. Dodge & Cox boosted its position in UnitedHealth Group by 117.7% during the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares during the period. Lone Pine Capital LLC acquired a new stake in UnitedHealth Group in the 2nd quarter valued at approximately $528,273,000. Finally, Amundi lifted its holdings in shares of UnitedHealth Group by 33.8% during the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after buying an additional 1,565,245 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth published external reviews and made previously internal audit findings public as part of a transparency push — a governance move that could restore stakeholder trust over time and reduce regulatory risk. UnitedHealth Published External Reviews as Part of Transparency Push
• Positive Sentiment: Management released 23 action plans from an independent audit and committed to complete implementation by end of March, showing a clear remediation timeline that investors can monitor. This reduces execution uncertainty if plans are delivered. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Positive Sentiment: Analysts and outlets are pitching UNH as an attractive dividend/long-term buy for 2026 given scale and cash flow, which could draw income-focused buyers despite near-term volatility. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?
• Neutral Sentiment: Reuters reports the company will standardize and automate processes in its health services and pharmacy units — likely to improve efficiency long term but may cause near-term implementation costs. UnitedHealth pledges operational changes after external audits
• Neutral Sentiment: Coverage is reframing UNH’s trajectory as “back to basics” for 2026 and re-evaluating valuation after a steep multi-quarter decline — helpful context but not immediate catalysts. How UnitedHealth will be getting ‘back to basics’ in 2026
• Neutral Sentiment: Analyst writeups and comparison pieces (e.g., UNH vs. Eli Lilly) are prompting renewed investor debate on whether UNH’s pullback creates a buying opportunity or signals deeper secular concerns. Better Buy in 2026: UnitedHealth Group or Eli Lilly?
• Neutral Sentiment: Recent Chinese-language market updates and stock-commentary pieces summarize analyst views and outlooks ahead of year-end — useful for sentiment tracking but not new catalysts. UnitedHealth Group (UNH) Stock Update: Insights and Analyst Predictions Ahead of December 18, 2025 UNH Stock’s Transition From Stability To Growth
• Negative Sentiment: Patient backlash and the breadth of issues revealed by audits have hurt sentiment and could invite closer regulatory scrutiny or legal risk, pressuring the stock near term. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Negative Sentiment: UNH has endured a steep 2025 drawdown (~35% YTD), prompting valuation re‑ratings and increased volatility — a macro reason some investors are selling rather than buying the remediation story. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $327.41 on Friday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The firm has a market cap of $296.58 billion, a P/E ratio of 17.09, a P/E/G ratio of 2.14 and a beta of 0.43. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. The business’s fifty day moving average is $336.81 and its two-hundred day moving average is $318.07.

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

UnitedHealth Group Dividend Announcement

The company 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. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a yield of 2.7%. UnitedHealth Group’s dividend payout ratio is currently 46.14%.

Analysts Set New Price Targets

Several equities analysts recently commented on UNH shares. KeyCorp upped their target price on shares of UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, October 8th. Leerink Partners set a $410.00 price objective on shares of UnitedHealth Group and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Sanford C. Bernstein increased their target price on UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Jefferies Financial Group upped their price target on UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a research report on Friday, October 17th. Finally, Piper Sandler cut their price objective on UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a report on Tuesday, October 28th. Seventeen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $385.54.

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.