CIBC Asset Management Inc Lowers Stock Position in UnitedHealth Group Incorporated $UNH

CIBC Asset Management Inc lowered its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 3.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 354,448 shares of the healthcare conglomerate’s stock after selling 13,587 shares during the period. CIBC Asset Management Inc’s holdings in UnitedHealth Group were worth $122,349,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. LFA Lugano Financial Advisors SA acquired a new stake in UnitedHealth Group during the 2nd quarter worth approximately $25,000. Sagard Holdings Management Inc. acquired a new stake in shares of UnitedHealth Group during the second quarter worth $29,000. Islay Capital Management LLC acquired a new stake in shares of UnitedHealth Group in the 2nd quarter worth $31,000. Grey Fox Wealth Advisors LLC acquired a new position in shares of UnitedHealth Group during the third quarter worth about $33,000. Finally, Riggs Asset Managment Co. Inc. lifted its position 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 purchasing an additional 43 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
• Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
• Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
• Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
• Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
• Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

UnitedHealth Group Stock Up 0.6%

UNH stock opened at $356.46 on Friday. 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 $322.89 billion, a PE ratio of 18.60, a P/E/G ratio of 2.15 and a beta of 0.42. The company’s 50 day simple moving average is $332.07 and its 200-day simple moving average is $323.44.

UnitedHealth Group (NYSE:UNH) last announced its earnings results 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 firm had revenue of $113.16 billion for the quarter, compared to analysts’ expectations of $113.19 billion. During the same quarter in the prior year, the firm earned $7.15 EPS. UnitedHealth Group’s quarterly revenue was up 12.2% on a year-over-year basis. Equities analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s payout ratio is currently 46.14%.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on UNH. Piper Sandler cut their target price on UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a research note on Tuesday, October 28th. Deutsche Bank Aktiengesellschaft lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price on the stock. in a research report on Wednesday, October 29th. Jefferies Financial Group raised their price objective on shares of UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a research note on Friday, October 17th. Evercore ISI raised shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Finally, JPMorgan Chase & Co. upped their price target on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a report on Thursday, October 9th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $386.33.

UnitedHealth Group 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.