Harbor Investment Advisory LLC Decreases Holdings in UnitedHealth Group Incorporated $UNH

Harbor Investment Advisory LLC lowered its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 25.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 20,358 shares of the healthcare conglomerate’s stock after selling 6,986 shares during the period. Harbor Investment Advisory LLC’s holdings in UnitedHealth Group were worth $7,030,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the business. Brighton Jones LLC raised its stake in UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after buying an additional 2,324 shares in the last quarter. Jones Financial Companies Lllp grew its position in UnitedHealth Group by 30.1% during the first quarter. Jones Financial Companies Lllp now owns 87,961 shares of the healthcare conglomerate’s stock worth $45,587,000 after buying an additional 20,375 shares during the period. Kera Capital Partners Inc. boosted its position in UnitedHealth Group by 45.6% during the second quarter. Kera Capital Partners Inc. now owns 728 shares of the healthcare conglomerate’s stock worth $227,000 after purchasing an additional 228 shares in the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. lifted its holdings in shares of UnitedHealth Group by 14.3% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 5,689 shares of the healthcare conglomerate’s stock valued at $1,774,000 after purchasing an additional 713 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on UNH shares. TD Cowen upped their price objective on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research report on Thursday, October 30th. Zacks Research raised shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Bank of America increased their price target on UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 8th. JPMorgan Chase & Co. lifted their price target on UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a report on Thursday, October 9th. Finally, Royal Bank Of Canada boosted their target price on shares of UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a report on Wednesday, October 29th. One investment 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $385.75.

More UnitedHealth Group News

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

• Positive Sentiment: Brokerages maintain a constructive stance — analysts on average rate UNH a “Moderate Buy,” which supports baseline investor confidence in the business despite headline risk. UnitedHealth Group Incorporated (NYSE:UNH) Given Average Rating of “Moderate Buy” by Brokerages
• Positive Sentiment: Company-funded independent studies (Milliman) claim Medicare Advantage delivers cost savings for the federal government and lower out-of-pocket costs for beneficiaries — a message UnitedHealth is using to defend its MA business model. New Independent Studies: Medicare Advantage Delivers Greater Value to the Federal Government and Beneficiaries than Traditional Medicare
• Positive Sentiment: Market participants and commentators continue to include UNH among healthcare names to watch, reflecting confidence in its scale and membership/margin drivers over the medium term. Final Trades: Capital One, UnitedHealth, Regeneron and Alibaba
• Neutral Sentiment: Sector commentary (healthcare ETFs, MarketBeat) highlights a broader healthcare rebound — a positive backdrop for UNH but not a direct counter to regulatory headlines. This ETF Is Proof That the Healthcare Rebound Is Real (UNH)
• Neutral Sentiment: Post-Q3 coverage and analyst pieces review UNH’s earnings beat and growth profile; fundamentals remain strong but may be overshadowed by policy risk. UnitedHealth (UNH): Buy, sell, or hold post Q3 earnings?
• Negative Sentiment: Senate report and press coverage allege UnitedHealth used aggressive tactics to gather diagnoses that boost Medicare Advantage payments — the primary driver of today’s negative sentiment as it raises risks of fines, repayment, or tighter oversight. Senate report says UnitedHealth used aggressive tactics to boost medicare payments, WSJ reports
• Negative Sentiment: Separate scrutiny over nursing-home practices adds another regulatory/legal angle investors must monitor, increasing uncertainty around reputational and compliance costs. UnitedHealth faces renewed scrutiny into its nursing home practices. What does that mean for UNH stock?

UnitedHealth Group Trading Down 1.0%

NYSE:UNH opened at $340.64 on Tuesday. 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 12 month low of $234.60 and a 12 month high of $606.36. The firm has a market capitalization of $308.57 billion, a PE ratio of 17.78, a price-to-earnings-growth ratio of 2.08 and a beta of 0.42. The business’s 50-day moving average is $329.65 and its two-hundred day moving average is $321.60.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 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 business had revenue of $113.16 billion for the quarter, compared to analysts’ expectations of $113.19 billion. During the same period in the previous year, the company posted $7.15 earnings per share. The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. Research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were given 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 dividend yield of 2.6%. 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.