Cox Capital Mgt LLC Trims Stock Position in UnitedHealth Group Incorporated $UNH

Cox Capital Mgt LLC lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 47.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,345 shares of the healthcare conglomerate’s stock after selling 2,108 shares during the quarter. Cox Capital Mgt LLC’s holdings in UnitedHealth Group were worth $783,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of UNH. Capital World Investors boosted its holdings in shares of UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares during the last quarter. Capital International Investors raised its position in shares of UnitedHealth Group by 11.1% in the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after buying an additional 1,747,337 shares during the period. Capital Research Global Investors grew its position in UnitedHealth Group by 126.9% during the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after acquiring an additional 7,293,009 shares during the period. Dodge & Cox raised its holdings in shares of UnitedHealth Group by 8.6% in the 3rd quarter. Dodge & Cox now owns 9,505,636 shares of the healthcare conglomerate’s stock worth $3,282,296,000 after purchasing an additional 755,076 shares during the period. Finally, Northern Trust Corp grew its holdings in shares of UnitedHealth Group by 1.6% during the 3rd quarter. Northern Trust Corp now owns 9,109,692 shares of the healthcare conglomerate’s stock worth $3,145,577,000 after purchasing an additional 144,109 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealthcare rolled out Avery, a generative AI companion aimed at simplifying member navigation, improving self‑serve capabilities and helping customer advocates handle requests more efficiently—this could boost engagement, lower service costs and improve retention if adoption scales. UnitedHealthcare introduces Avery generative AI companion
• Positive Sentiment: Analyst commentary highlights Avery’s potential to “redefine healthcare navigation at scale,” reinforcing the strategic case that AI-driven workflows could materially improve member experience and operational efficiency over time. Can UnitedHealth’s Avery Redefine Healthcare Navigation at Scale?
• Positive Sentiment: Erste Group nudged up its FY2027 EPS forecast slightly, suggesting some analyst conviction in UnitedHealth’s earnings trajectory despite recent volatility. Small estimate upgrades can support the longer‑term earnings story. UNH Valuation / Analyst Note (MarketBeat)
• Neutral Sentiment: Several outlets note analysts’ average rating as “Moderate Buy,” indicating consensus caution rather than strong conviction; useful context for positioning but not an immediate catalyst. UnitedHealth Given Average Rating of “Moderate Buy” by Analysts
• Neutral Sentiment: Zacks flagged UNH as a trending stock, summarizing factors investors should watch (scale, guidance, valuation) — informative for sentiment monitoring rather than a direct price driver. UNH Is a Trending Stock: Facts to Know
• Neutral Sentiment: Coverage in a mega‑cap roundup highlights UNH’s dominant position and limited upside from scale—useful framing for portfolio managers evaluating risk/return among large-cap names. 1 Mega-Cap Stock with Exciting Potential and 2 We Question
• Negative Sentiment: Analysts expect a single‑digit profit decline in UnitedHealth’s upcoming fiscal Q1 report, which can pressure near‑term multiples and sentiment if results follow the projection. Here’s What to Expect From UnitedHealth’s Next Earnings Report
• Negative Sentiment: Recent coverage pointing to weak recent share performance and a valuation check highlights market concern over the stock’s discount from prior highs and whether growth can reaccelerate—a likely contributor to today’s sell‑off. UnitedHealth Group (UNH) Valuation Check After Recent Weak Share Performance

Analysts Set New Price Targets

Several research analysts recently commented on UNH shares. Barclays cut their price target on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Royal Bank Of Canada cut their target price on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. JPMorgan Chase & Co. reduced their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd. Finally, Morgan Stanley dropped their target price on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a report on Friday, January 23rd. 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $259.15 on Friday. The company’s fifty day moving average price is $290.39 and its two-hundred day moving average price is $322.43. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The firm has a market capitalization of $235.23 billion, a P/E ratio of 19.65, a P/E/G ratio of 1.19 and a beta of 0.41. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter last year, the firm earned $6.81 EPS. UnitedHealth Group’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. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 3.4%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is 67.02%.

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.