Belpointe Asset Management LLC Sells 2,118 Shares of UnitedHealth Group Incorporated $UNH

Belpointe Asset Management LLC reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 19.0% in the third quarter, HoldingsChannel reports. The institutional investor owned 9,047 shares of the healthcare conglomerate’s stock after selling 2,118 shares during the period. Belpointe Asset Management LLC’s holdings in UnitedHealth Group were worth $3,124,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. LFA Lugano Financial Advisors SA bought a new position in shares of UnitedHealth Group during the 2nd quarter valued at about $25,000. Sagard Holdings Management Inc. bought a new position in UnitedHealth Group during the second quarter valued at approximately $29,000. Islay Capital Management LLC bought a new stake in UnitedHealth Group in the 2nd quarter worth approximately $31,000. Grey Fox Wealth Advisors LLC bought a new position in shares of UnitedHealth Group during the 3rd quarter valued at approximately $33,000. Finally, Riggs Asset Managment Co. Inc. raised its stake in UnitedHealth Group by 69.4% during 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 in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Down 19.7%

Shares of UNH opened at $282.32 on Wednesday. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. The firm has a market capitalization of $255.74 billion, a price-to-earnings ratio of 14.74, a PEG ratio of 2.12 and a beta of 0.42. The company has a 50-day moving average of $332.08 and a 200 day moving average of $323.81. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36.

UnitedHealth Group (NYSE:UNH) last posted 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 quarter in the prior year, the company earned $6.81 EPS. The business’s revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were given a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a yield of 3.1%. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Wall Street Analyst Weigh In

UNH has been the topic of a number of research reports. Sanford C. Bernstein boosted their target price on shares of UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. UBS Group upped their price objective on UnitedHealth Group from $378.00 to $430.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Mizuho boosted their target price on UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research report on Thursday, October 9th. KeyCorp raised their price target on UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 8th. Finally, Royal Bank Of Canada raised their target price on shares of UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a report on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average price target of $386.33.

Key Headlines Impacting 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

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.