Commerzbank Aktiengesellschaft FI Raises Holdings in UnitedHealth Group Incorporated $UNH

Commerzbank Aktiengesellschaft FI boosted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 34.1% in the third quarter, Holdings Channel.com reports. The institutional investor owned 74,219 shares of the healthcare conglomerate’s stock after acquiring an additional 18,887 shares during the period. Commerzbank Aktiengesellschaft FI’s holdings in UnitedHealth Group were worth $25,628,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Brighton Jones LLC raised its position in shares of 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 buying an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC raised its position in UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after purchasing an additional 2,324 shares during the period. McAdam LLC boosted its holdings in shares of UnitedHealth Group by 12.7% in the 2nd quarter. McAdam LLC now owns 1,135 shares of the healthcare conglomerate’s stock worth $354,000 after purchasing an additional 128 shares during the period. CMT Capital Markets Trading GmbH purchased a new stake in UnitedHealth Group during the 2nd quarter valued at $340,000. Finally, Strategic Investment Solutions Inc. IL bought a new stake in UnitedHealth Group in the second quarter worth $62,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

UNH has been the topic of several recent analyst reports. JPMorgan Chase & Co. increased their target price on shares of UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a research note on Thursday, October 9th. The Goldman Sachs Group started coverage on shares of UnitedHealth Group in a research note on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price objective for 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 note on Thursday, October 9th. KeyCorp boosted their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a report on Wednesday, October 8th. Finally, Wells Fargo & Company increased their target price on UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 7th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $386.33.

UnitedHealth Group Trading Up 0.6%

Shares of NYSE UNH opened at $356.46 on Friday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The firm has a market cap of $322.89 billion, a PE ratio of 18.60, a price-to-earnings-growth ratio of 2.15 and a beta of 0.42. The business has a fifty day simple moving average of $332.07 and a two-hundred day simple moving average of $323.44. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71.

UnitedHealth Group (NYSE:UNH) last announced 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 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 analyst estimates of $113.19 billion. During the same quarter last year, the firm posted $7.15 earnings per share. The business’s revenue for the quarter was up 12.2% on a year-over-year basis. Analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 46.14%.

More UnitedHealth Group News

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

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.