GWN Securities Inc. reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 44.5% in the 3rd quarter, Holdings Channel.com reports. The firm owned 7,294 shares of the healthcare conglomerate’s stock after selling 5,860 shares during the quarter. GWN Securities Inc.’s holdings in UnitedHealth Group were worth $2,556,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other large investors have also made changes to their positions in the stock. LFA Lugano Financial Advisors SA bought a new position in UnitedHealth Group during the second quarter valued at about $25,000. Sagard Holdings Management Inc. bought a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $29,000. Islay Capital Management LLC bought a new position in UnitedHealth Group in the second quarter worth $31,000. Riggs Asset Managment Co. Inc. increased its holdings in UnitedHealth Group by 69.4% in 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 during the period. Finally, Kilter Group LLC bought a new position in shares of UnitedHealth Group during the 2nd quarter worth about $34,000. Institutional investors and hedge funds own 87.86% of the company’s stock.
Key Stories Impacting UnitedHealth Group
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)
UnitedHealth Group Stock Down 1.9%
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, beating 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 business had revenue of $113.16 billion for the quarter, compared to analysts’ expectations of $113.19 billion. During the same period in the prior year, the firm earned $7.15 earnings per share. UnitedHealth Group’s revenue was up 12.2% compared to the same quarter last year. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.
UnitedHealth Group Announces Dividend
The company also recently declared 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. This represents a $8.84 annualized dividend 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 46.14%.
Analyst Upgrades and Downgrades
Several research firms recently issued reports on UNH. KeyCorp increased their price target on shares of UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 8th. Evercore ISI upgraded UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Mizuho increased their price objective on UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research note on Thursday, October 9th. Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, October 24th. Finally, Leerink Partners set a $410.00 price target on shares of UnitedHealth Group and gave the company an “outperform” rating in a research report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and three have issued 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 price target of $385.75.
View Our Latest Stock Analysis on UnitedHealth Group
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.
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