Allspring Global Investments Holdings LLC Reduces Stake in UnitedHealth Group Incorporated $UNH

Allspring Global Investments Holdings LLC cut its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 4.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 157,618 shares of the healthcare conglomerate’s stock after selling 7,476 shares during the period. Allspring Global Investments Holdings LLC’s holdings in UnitedHealth Group were worth $53,023,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in UNH. Guerra Advisors Inc purchased a new position in UnitedHealth Group during the third quarter worth $1,059,000. Berkshire Hathaway Inc acquired a new stake in shares of UnitedHealth Group during the second quarter valued at $1,572,193,000. Carnegie Investment Counsel raised its stake in UnitedHealth Group by 2.2% in the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock valued at $36,471,000 after purchasing an additional 2,316 shares during the last quarter. EverSource Wealth Advisors LLC boosted its stake in shares of UnitedHealth Group by 48.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock worth $1,806,000 after purchasing an additional 1,901 shares during the last quarter. Finally, Phoenix Financial Ltd. raised its position in shares of UnitedHealth Group by 111.5% in the third quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate’s stock valued at $14,282,000 after buying an additional 22,137 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a research report on Wednesday. Royal Bank Of Canada reduced their target price on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Truist Financial dropped their price objective on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Finally, JPMorgan Chase & Co. decreased their target price on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average price target of $363.38.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $274.04 on Thursday. 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 Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The company has a market cap of $248.74 billion, a price-to-earnings ratio of 20.78, a price-to-earnings-growth ratio of 1.24 and a beta of 0.40. The stock’s 50-day moving average is $286.16 and its 200-day moving average is $320.70.

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

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 3.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is currently 67.02%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Raymond James upgraded UNH to Outperform and set a $330 price target, citing better-than-expected expense/margin improvement (especially at Optum Health), which implies meaningful upside to earnings estimates. Raymond James upgrade
• Positive Sentiment: Prominent analyst pieces argue UNH is deeply discounted after steep declines and that the pullback creates a buying opportunity for value/long-term investors. That narrative can attract contrarian flows. Investopedia buy argument
• Positive Sentiment: Reports that billionaire Paul Tudor Jones is adding to UNH provide a headline-driven catalyst and signal institutional conviction for some macro-focused allocators. Paul Tudor Jones buys
• Positive Sentiment: Analysis from Zacks highlights UNH’s strong earnings surprise history and argues the company has the setup to beat upcoming quarters—supporting the bullish case tied to margin recovery. Zacks on earnings upside
• Neutral Sentiment: Street coverage remains heavy and mixed: many buy/outperform ratings and a median multi-month price target well above current levels, so analyst sentiment provides a backdrop for both rallies and volatility. QuiverQuant analyst/target summary
• Negative Sentiment: Social-media and trader chatter intensified after shares fell below Berkshire’s purchase price, spotlighting year-to-date and prior-year declines; that panic plus recent large institutional sell-offs increases downside volatility risk. QuiverQuant social discussion
• Negative Sentiment: Legal/regulatory risk remains unresolved: the Ninth Circuit will weigh whether United can use a broad preemption defense in a Medicare Advantage fraud case—an adverse ruling could increase liability exposure and regulatory scrutiny. Ninth Circuit legal risk

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.