E. Ohman J or Asset Management AB Sells 6,654 Shares of UnitedHealth Group Incorporated $UNH

E. Ohman J or Asset Management AB cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 17.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 32,079 shares of the healthcare conglomerate’s stock after selling 6,654 shares during the quarter. E. Ohman J or Asset Management AB’s holdings in UnitedHealth Group were worth $10,590,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Avanza Fonder AB increased its position in shares of UnitedHealth Group by 2.6% during the fourth quarter. Avanza Fonder AB now owns 65,502 shares of the healthcare conglomerate’s stock worth $21,623,000 after acquiring an additional 1,648 shares in the last quarter. Rialto Wealth Management LLC increased its holdings in UnitedHealth Group by 133.8% during the 4th quarter. Rialto Wealth Management LLC now owns 180 shares of the healthcare conglomerate’s stock worth $59,000 after purchasing an additional 103 shares in the last quarter. Chickasaw Capital Management LLC lifted its holdings in shares of UnitedHealth Group by 4.4% in the fourth quarter. Chickasaw Capital Management LLC now owns 9,842 shares of the healthcare conglomerate’s stock valued at $3,249,000 after purchasing an additional 414 shares in the last quarter. Keb Asset Management LLC grew its holdings in shares of UnitedHealth Group by 2.9% during the fourth quarter. Keb Asset Management LLC now owns 1,967 shares of the healthcare conglomerate’s stock worth $649,000 after buying an additional 55 shares in the last quarter. Finally, Sunflower Bank N.A. lifted its stake in UnitedHealth Group by 16.3% in the 4th quarter. Sunflower Bank N.A. now owns 2,229 shares of the healthcare conglomerate’s stock valued at $736,000 after acquiring an additional 313 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Trading Down 2.2%

UNH stock opened at $269.62 on Tuesday. The stock has a market cap of $244.72 billion, a price-to-earnings ratio of 20.44, a price-to-earnings-growth ratio of 1.27 and a beta of 0.41. The company has a fifty day moving average price of $295.77 and a two-hundred day moving average price of $324.10. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79.

UnitedHealth Group (NYSE:UNH) last posted its 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. The company had revenue of $113.73 billion during 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 quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter last 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 company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.3%. UnitedHealth Group’s dividend payout ratio (DPR) is 67.02%.

Analyst Ratings Changes

UNH has been the subject of several recent research reports. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Evercore upgraded shares of UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Wells Fargo & Company lowered their target price on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $372.13.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Several commentary pieces argue current fears are overblown and frame UNH as a long-term buy given its scale, diversified businesses and consistent execution — a view that supports buy-the-dip investors. UnitedHealth Group: Fears Remain Overblown In A Panicky Market
• Positive Sentiment: Retail-investor guidance pieces and The Motley Fool highlight UNH as a healthcare name for long-term investors, arguing recent weakness creates an entry point for patient investors. Have $500? 2 Healthcare Stocks Long-Term Investors Should Buy Right Now
• Neutral Sentiment: Zacks compares UNH’s steady, diversified model with Centene’s turnaround, saying UNH’s consistency is attractive but upside is constrained by cost and policy risks — a balanced take for investors weighing relative value. The Upside Debate: UnitedHealth’s Consistency vs Centene’s Comeback
• Neutral Sentiment: Coverage on value-rotation themes lists healthcare/value names as potential beneficiaries of the market shift away from growth; UNH is discussed in the context of being a lower-multiple, large-cap healthcare play. 3 Value Stocks Set to Surge, With Up to 100% Upside by 2028
• Negative Sentiment: Analyst downgrades and commentary on regulatory challenges are pressuring the stock — stories cite potential regulatory scrutiny and margin risk from policy shifts as tangible near-term headwinds. UnitedHealth (UNH) Stock Faces Pressure from Analyst Downgrades and Regulatory Challenges
• Negative Sentiment: Coverage notes a widening gap between reimbursement rates and medical expenses, a key driver cited for the stock’s YTD decline and for concerns about near-term margin pressure. UnitedHealth Stock Is Down 18% in 2026 and Keeps Stumbling. Should You Buy the Dip Monday?
• Negative Sentiment: Recent analyst notes and Zacks’ research updates have lowered Q4 and near-term EPS estimates for UNH, increasing downside risk to sentiment until clearer margin trends re-emerge. Q4 EPS Estimate for UnitedHealth Group Decreased by Analyst Zacks Research Issues Pessimistic Estimate for UNH Earnings

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.