Bank of New York Mellon Corp Decreases Position in UnitedHealth Group Incorporated $UNH

Bank of New York Mellon Corp lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 7,749,822 shares of the healthcare conglomerate’s stock after selling 128,676 shares during the quarter. Bank of New York Mellon Corp’s holdings in UnitedHealth Group were worth $2,676,014,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of the company. Retirement Planning Co of New England Inc. lifted its holdings in shares of UnitedHealth Group by 37.9% in the 3rd quarter. Retirement Planning Co of New England Inc. now owns 5,806 shares of the healthcare conglomerate’s stock worth $2,005,000 after acquiring an additional 1,596 shares during the last quarter. Mystic Asset Management Inc. boosted its position in shares of UnitedHealth Group by 11.1% during the third quarter. Mystic Asset Management Inc. now owns 5,682 shares of the healthcare conglomerate’s stock valued at $1,962,000 after buying an additional 568 shares during the period. Federated Hermes Inc. raised its holdings in shares of UnitedHealth Group by 2.3% in the third quarter. Federated Hermes Inc. now owns 69,290 shares of the healthcare conglomerate’s stock worth $23,926,000 after buying an additional 1,526 shares during the period. Rainey & Randall Wealth Advisors Inc. purchased a new position in UnitedHealth Group during the 3rd quarter valued at $227,000. Finally, EPG Wealth Management LLC increased its stake in UnitedHealth Group by 20.7% in the third quarter. EPG Wealth Management LLC now owns 2,884 shares of the healthcare conglomerate’s stock worth $996,000 after purchasing an additional 494 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $282.32 on Wednesday. The company has a market cap of $255.74 billion, a P/E ratio of 14.74, a PEG ratio of 2.12 and a beta of 0.42. The stock’s 50-day moving average is $332.08 and its 200 day moving average is $323.81. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. 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 (NYSE:UNH) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The business had revenue of $113.22 billion for the quarter, compared to the consensus estimate of $113.38 billion. During the same period in the prior year, the firm posted $6.81 earnings per share. The business’s quarterly revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed 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 annualized dividend and a dividend yield of 3.1%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 46.14%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Management beat Q4 EPS estimates and forecast 2026 adjusted profit roughly in line or slightly above street expectations, which supports near-term earnings visibility. UnitedHealth forecasts 2026 profit slightly above estimates
• Positive Sentiment: Capital-return programs remain intact: management expects continued buybacks and a secure dividend, which investors view as support during the pullback. Trump Triggers Buying Opportunity in UnitedHealth Group
• Neutral Sentiment: Revenue was up year-over-year but missed estimates by a small margin; the quarter included a $1.6B restructuring charge that depressed headline profit comparisons. Those are operational/one-time items that complicate near-term reads but could aid longer-term margin improvement. UnitedHealth Takes $1.6 Billion Hit To Earnings Amid Restructuring
• Neutral Sentiment: Management articulated a turnaround plan for Optum (exiting some markets and re-aligning provider contracts) — this could reduce costs long term but creates short-term execution risk and revenue disruption. For UnitedHealth’s Optum, It’s ‘Back To Basics’ With Smaller Footprint
• Negative Sentiment: The biggest driver of today’s sell-off: a CMS/administration proposal to keep Medicare Advantage reimbursement effectively flat (headline ~0.09%), which materially lowers 2027 payment expectations and directly pressures UnitedHealthcare revenue and margins. Trump Administration proposes keeping steady Medicare rates paid to insurers
• Negative Sentiment: UnitedHealth issued 2026 revenue guidance implying roughly a 2% decline — the first revenue drop in decades — which prompted steep headline selling and sector weakness. UnitedHealth forecasts first revenue drop in nearly four decades; shares plunge
• Negative Sentiment: Market impact and scrutiny: the stock plunged roughly 20%, dragging the Dow and prompting broader sector outflows; separate reports about a lawmaker’s UNH trade ahead of the news add regulatory/PR risk. UnitedHealth Stock Plunges 20%—Here’s What’s Driving the Huge Decline Congressman sold UNH stock weeks before Trump’s Medicare comments

Analysts Set New Price Targets

Several research analysts recently commented on UNH shares. KeyCorp raised their price target on shares of UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 8th. Leerink Partners set a $410.00 price target on shares of UnitedHealth Group and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Barclays raised their price objective on UnitedHealth Group from $386.00 to $391.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. 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 report on Wednesday, October 8th. Finally, Sanford C. Bernstein lifted their price objective on UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average 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.