DNB Asset Management AS Boosts Stock Holdings in UnitedHealth Group Incorporated $UNH

DNB Asset Management AS lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 2.5% during the 3rd quarter, HoldingsChannel reports. The fund owned 389,238 shares of the healthcare conglomerate’s stock after purchasing an additional 9,513 shares during the period. DNB Asset Management AS’s holdings in UnitedHealth Group were worth $134,404,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in UNH. North Capital Inc. grew its position in shares of UnitedHealth Group by 16.2% in the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after purchasing an additional 27 shares during the period. Sunflower Bank N.A. grew its position in shares of UnitedHealth Group by 1.5% in the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after purchasing an additional 28 shares in the last quarter. Axis Wealth Partners LLC raised its holdings in shares of UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock worth $563,000 after acquiring an additional 28 shares during the period. Abound Wealth Management boosted its holdings in UnitedHealth Group by 13.5% in the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock valued at $84,000 after purchasing an additional 29 shares during the last quarter. Finally, Auxano Advisors LLC grew its position in UnitedHealth Group by 3.4% in the third quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock worth $333,000 after acquiring an additional 32 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 0.9%

NYSE:UNH opened at $286.63 on Friday. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. The stock’s 50 day simple moving average is $312.67 and its 200-day simple moving average is $325.17. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The firm has a market cap of $259.64 billion, a P/E ratio of 21.73, a PEG ratio of 1.31 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.02. The company had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. UnitedHealth Group’s revenue was up 12.3% compared to the same quarter last year. During the same period in the previous year, the company posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be given a dividend of $2.21 per share. The ex-dividend date is Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 3.1%. UnitedHealth Group’s payout ratio is presently 67.02%.

Key UnitedHealth Group News

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

• Positive Sentiment: Board-approved quarterly dividend of $2.21 per share (3.1% yield), ex-dividend March 9 — supports income investors and can stabilize the share base. UnitedHealth Group Board Authorizes Payment of Quarterly Dividend
• Positive Sentiment: Sector rotation into defensive healthcare is benefiting names like UNH as investors trim cyclical tech and staples exposure — a tailwind for shares. Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.
• Positive Sentiment: Analysts argue UNH’s scale and diversified model give it more upside vs. peers (e.g., Humana) as managed-care margins are tested — a relative-strength story that can attract money into UNH. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Neutral Sentiment: Coverage pieces note UNH is slightly lower since the last earnings report and are parsing forward EPS/assumptions — watch revisions rather than headlines for near-term impact. UnitedHealth (UNH) Down 3.3% Since Last Earnings Report: Can It Rebound?
• Neutral Sentiment: Commentary that UNH has underperformed the Dow over the past year is drawing cautious analyst views — signals attention but no immediate directional catalyst. Is UnitedHealth Stock Underperforming the Dow?
• Negative Sentiment: Aristotle Growth Equity Fund disclosed it exited UNH citing lowered guidance — a vote of concern from an institutional holder and potential selling pressure. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Major selloff context: UNH plunged ~23% in under a month after weak FY guidance plus a proposed near-flat 2027 reimbursement update — a regulatory shock that materially increases earnings uncertainty. Is The Bottom In For UNH Stock After Its Dramatic 23% Slide?
• Negative Sentiment: UnitedHealthcare’s core margins have been squeezed by surging medical costs; management is flagging repricing and utilization levers for 2026 but execution risk remains. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?

Wall Street Analysts Forecast Growth

A number of research firms have commented on UNH. Mizuho decreased their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Leerink Partners decreased their price objective on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Truist Financial cut their target price on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Company 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.