Eastern Bank Trims Stake in UnitedHealth Group Incorporated $UNH

Eastern Bank lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 44.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,078 shares of the healthcare conglomerate’s stock after selling 8,878 shares during the quarter. Eastern Bank’s holdings in UnitedHealth Group were worth $3,825,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of UNH. LFA Lugano Financial Advisors SA purchased a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $25,000. Sagard Holdings Management Inc. purchased a new stake in UnitedHealth Group during the second quarter valued at about $29,000. Islay Capital Management LLC purchased a new position in shares of UnitedHealth Group in the 2nd quarter worth about $31,000. Riggs Asset Managment Co. Inc. raised its holdings in shares of 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 buying an additional 43 shares in the last quarter. Finally, Kilter Group LLC purchased a new stake in UnitedHealth Group in the second quarter worth approximately $34,000. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $334.00 on Wednesday. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71. The business has a 50 day moving average of $329.72 and a 200 day moving average of $321.78. The company has a market cap of $302.55 billion, a PE ratio of 17.43, a P/E/G ratio of 2.06 and a beta of 0.42. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $113.19 billion. During the same period last year, the company posted $7.15 EPS. The company’s quarterly revenue was up 12.2% compared to the same quarter last year. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

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

UnitedHealth Group News Summary

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

• Positive Sentiment: Re-affirmed 2026 guidance and ACA subsidy developments support upside — bullish investors note UnitedHealth reiterated full‑year 2026 guidance and recent Senate action to extend ACA subsidies (though a veto was hinted at), removing a key downside risk to membership and revenue growth; some analysts/notes argue this sets the stock up to retake prior highs. UnitedHealth Could Re-Take Its All-Time High In 2026
• Positive Sentiment: New Milliman studies bolstering Medicare Advantage economics — UnitedHealth released commissioned actuarial work concluding Medicare Advantage is lower cost to the federal government and lower out‑of‑pocket for beneficiaries, giving UNH policy/PR ammunition to defend MA business and earnings. New Independent Studies: Medicare Advantage Delivers Greater Value
• Neutral Sentiment: Media and retail coverage — televised/influencer pieces and inclusion in dividend screens generate attention but are unlikely to move fundamentals near-term; useful for flow/interest context. Final Trades: Capital One, UnitedHealth, Regeneron and Alibaba The Dogs of the Dow
• Negative Sentiment: Senate report alleging aggressive Medicare‑advantage coding tactics hit sentiment — a U.S. Senate committee and major outlets (WSJ/Reuters) reported the company used aggressive methods to capture payment‑boosting diagnoses; the story prompted sell‑side commentary and intraday weakness as the alleged practices raise regulatory, legal and reimbursement risks. Senate report says UnitedHealth used aggressive tactics to boost medicare payments, WSJ reports UnitedHealth Medicare Senate Report (WSJ)

Analyst Ratings Changes

A number of brokerages have recently issued reports on UNH. Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, October 24th. Wells Fargo & Company lifted their price objective on UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, October 7th. Sanford C. Bernstein raised their price target on UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. KeyCorp boosted their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Wednesday, October 8th. Finally, Zacks Research raised shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target 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.