Hardman Johnston Global Advisors LLC Sells 1,708 Shares of UnitedHealth Group Incorporated $UNH

Hardman Johnston Global Advisors LLC cut its position in UnitedHealth Group Incorporated (NYSE:UNH) by 6.4% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 25,082 shares of the healthcare conglomerate’s stock after selling 1,708 shares during the quarter. Hardman Johnston Global Advisors LLC’s holdings in UnitedHealth Group were worth $8,661,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. LFA Lugano Financial Advisors SA purchased a new position in shares of UnitedHealth Group in the 2nd quarter valued at approximately $25,000. Bayforest Capital Ltd increased its stake in UnitedHealth Group by 685.7% during the 1st quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 48 shares in the last quarter. Sagard Holdings Management Inc. purchased a new stake in shares of UnitedHealth Group during the second quarter valued at $29,000. Islay Capital Management LLC purchased a new position in UnitedHealth Group in the 2nd quarter worth $31,000. Finally, Riggs Asset Managment Co. Inc. grew its stake in UnitedHealth Group by 69.4% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after purchasing an additional 43 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Performance

NYSE UNH opened at $343.83 on Monday. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The stock has a 50-day moving average of $329.51 and a 200 day moving average of $321.33. The stock has a market capitalization of $311.46 billion, a price-to-earnings ratio of 17.95, a PEG ratio of 2.08 and a beta of 0.42.

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

UnitedHealth Group Announces Dividend

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

UnitedHealth Group News Summary

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

• Positive Sentiment: Evercore analysts upgraded UnitedHealth to a “strong-buy,” signaling confidence in 2026 growth and supporting near-term upside for the stock. Evercore Analysts Love UnitedHealth Stock for 2026. Should You Buy UNH Here?
• Positive Sentiment: Bernstein raised its price target to $444 (from $440) and kept an Outperform rating, which supports higher valuation expectations for UNH. Bernstein Lifts PT on UnitedHealth Group (UNH) to $444 From $440
• Positive Sentiment: Barclays bumped its target to $391 and kept an Overweight rating, citing managed-care margin recovery that could lift UNH in 2026. UnitedHealth (UNH) Poised to Benefit as Investor Focus Shifts Away From AI, Says Barclays
• Positive Sentiment: Evercore ISI’s upgrade earlier in the week drove a short-term bounce (shares were reported up ~2% on the call), reinforcing analyst conviction that could attract flow into UNH. Zacks / Evercore ISI upgrade reporting
• Neutral Sentiment: The healthcare sector’s rebound and ETF inflows (e.g., Vanguard Health Care ETF) are creating a supportive backdrop for UNH as investors rotate into under-owned healthcare names. This ETF Is Proof That the Healthcare Rebound Is Real
• Neutral Sentiment: Coverage pieces note rising analyst confidence is changing UNH’s investment story—more upgrades and target lifts can reduce short-term volatility but also price in expectations. How Rising Analyst Confidence At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Negative Sentiment: An explanatory piece outlines factors that have recently hit UnitedHealth’s performance (operational or market pressures referenced), which helps explain why shares are softer despite bullish analyst action. Here’s What Hit UnitedHealth Group’s (UNH) Performance

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Mizuho upped their target price on UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research report on Thursday, October 9th. Piper Sandler cut their price objective on shares of UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating on the stock in a research note on Tuesday, October 28th. The Goldman Sachs Group began coverage on shares of UnitedHealth Group in a report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price target on the stock. Royal Bank Of Canada boosted their price objective on UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a report on Wednesday, October 29th. Finally, Wells Fargo & Company lifted their price target on UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a research report on Tuesday, October 7th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $385.75.

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.