Caldwell Trust Co Lowers Holdings in UnitedHealth Group Incorporated $UNH

Caldwell Trust Co trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 45.4% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 7,907 shares of the healthcare conglomerate’s stock after selling 6,582 shares during the period. Caldwell Trust Co’s holdings in UnitedHealth Group were worth $2,730,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of UNH. Murphy Pohlad Asset Management LLC increased its holdings in shares of UnitedHealth Group by 21.8% in the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock worth $1,380,000 after buying an additional 791 shares during the period. Carnegie Investment Counsel boosted its stake in shares of UnitedHealth Group by 2.2% during the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock valued at $36,471,000 after purchasing an additional 2,316 shares during the period. Berkshire Hathaway Inc purchased a new position in shares of UnitedHealth Group in the second quarter worth $1,572,193,000. Triumph Capital Management purchased a new position in shares of UnitedHealth Group in the second quarter valued at about $1,324,000. Finally, Wealth Effects LLC increased its holdings in UnitedHealth Group by 14.4% during the 2nd quarter. Wealth Effects LLC now owns 4,688 shares of the healthcare conglomerate’s stock valued at $1,463,000 after purchasing an additional 591 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $341.96 on Thursday. The stock has a market cap of $309.76 billion, a price-to-earnings ratio of 17.85, a PEG ratio of 2.11 and a beta of 0.42. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The firm’s 50-day moving average is $329.42 and its 200 day moving average is $320.61.

UnitedHealth Group (NYSE:UNH) last issued its 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 firm 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 business’s revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $7.15 earnings per share. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Analyst confidence has been rising, recasting UNH’s investment story toward a steadier, buy-and-hold narrative as analysts point to durable cash flow and margin resilience. This supports multiple expansion and institutional demand. How Rising Analyst Confidence At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Positive Sentiment: Motley Fool included UNH among top Dow picks for 2026, highlighting long-term growth drivers (Medicare Advantage, Optum services) that can attract buy-side interest and support the stock. 2 Dow Stocks to Buy Hand Over Fist in 2026 and 1 to Avoid
• Positive Sentiment: An analyst named UNH a top pick and nudged up its price target, a catalyst that likely supported earlier intraday buying and underpins upside expectations versus peers. Why UnitedHealth Stock Bumped Higher Today
• Positive Sentiment: Evercore upgraded UNH to Outperform despite noting elevated utilization trends — the upgrade signals confidence in management’s ability to manage costs and sustain growth, which can attract buyers. UnitedHealth wins outperform at Evercore despite elevated utilization trends
• Neutral Sentiment: Some analysts are reworking the earnings-recovery narrative, tempering near-term growth expectations as utilization patterns fluctuate; this introduces near-term uncertainty even as the longer-term thesis remains intact. Looking At The Narrative For UnitedHealth Group UNH After Shifting Earnings Recovery Expectations

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on UNH shares. JPMorgan Chase & Co. upped their target price on UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a report on Thursday, October 9th. Jefferies Financial Group boosted their price target on shares of UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a research report on Friday, October 17th. Sanford C. Bernstein upped 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. The Goldman Sachs Group began coverage on UnitedHealth Group in a research note on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price target on the stock. Finally, KeyCorp boosted their target price on shares of UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a report on Wednesday, October 8th. Seventeen analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $385.75.

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.