Cerity Partners LLC Sells 43,468 Shares of UnitedHealth Group Incorporated $UNH

Cerity Partners LLC reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 14.1% during the third quarter, HoldingsChannel reports. The firm owned 263,964 shares of the healthcare conglomerate’s stock after selling 43,468 shares during the quarter. Cerity Partners LLC’s holdings in UnitedHealth Group were worth $91,147,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. LFA Lugano Financial Advisors SA bought a new position in UnitedHealth Group in the 2nd quarter valued at approximately $25,000. Bayforest Capital Ltd grew its stake in shares of UnitedHealth Group by 685.7% in the first quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 48 shares during the last quarter. Sagard Holdings Management Inc. acquired a new position in UnitedHealth Group during the 2nd quarter worth about $29,000. Islay Capital Management LLC bought a new position in shares of UnitedHealth Group during the second quarter worth about $31,000. Finally, Riggs Asset Managment Co. Inc. boosted its holdings in UnitedHealth Group by 69.4% in the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after acquiring an additional 43 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have recently commented on UNH. TD Cowen upped their price objective on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research note on Thursday, October 30th. Sanford C. Bernstein lifted their price objective on UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. Wells Fargo & Company raised their target price on UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 7th. Barclays increased their price target on UnitedHealth Group from $386.00 to $391.00 and gave the stock an “overweight” rating in a report on Monday. Finally, Royal Bank Of Canada increased their target price on shares of UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Seventeen analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $385.75.

UnitedHealth Group News Roundup

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

UnitedHealth Group Stock Down 2.0%

Shares of NYSE:UNH 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 business’s 50 day moving average is $329.42 and its 200 day moving average is $320.61. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71.

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

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were given 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 (DPR) is presently 46.14%.

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.