Aberdeen Group plc Sells 87,866 Shares of UnitedHealth Group Incorporated $UNH

Aberdeen Group plc cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 9.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 843,742 shares of the healthcare conglomerate’s stock after selling 87,866 shares during the quarter. Aberdeen Group plc’s holdings in UnitedHealth Group were worth $278,528,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. North Capital Inc. increased its position in UnitedHealth Group by 16.2% during the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after buying an additional 27 shares in the last quarter. Sunflower Bank N.A. raised its position in shares of UnitedHealth Group by 1.5% in the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after purchasing an additional 28 shares during the last quarter. Axis Wealth Partners LLC grew its position in UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after purchasing an additional 28 shares during the last quarter. Abound Wealth Management increased its stake in UnitedHealth Group by 13.5% during 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 in the last quarter. Finally, Cooper Financial Group lifted its stake in shares of UnitedHealth Group by 0.7% in the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock worth $1,432,000 after buying an additional 30 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Key Stories Impacting 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 target, citing greater-than-expected expense/margin upside (particularly at Optum Health) and potential earnings upside over the next few years. Why Raymond James Says Wall Street Is Underestimating UnitedHealth’s Earnings Power
• Positive Sentiment: Zacks highlights UnitedHealth’s strong earnings‑surprise history and says the company has the setup to beat estimates again, supporting near‑term upside if execution continues. Will UnitedHealth (UNH) Beat Estimates Again?
• Positive Sentiment: Contrarian analysts and coverage (e.g., Investopedia) argue the sharp multi-quarter pullback has created a buying opportunity, noting attractive forward multiples and potential for a rebound. That narrative is drawing value‑focused buyers. UnitedHealth Stock: This Analyst Says It’s Time to Buy
• Neutral Sentiment: Analyst coverage is mixed but tilted positive: multiple firms maintain buy/outperform ratings and median price targets remain well above the current price (median ~$385), while institutional rebalancing has produced both large buys and large sells. UNH Opinions on Plunge Below Buffett Purchase Price
• Negative Sentiment: Leerink warns UNH faces its largest RADV (risk‑adjustment) audit exposure, a regulatory/audit risk that could pressure future margins and create earnings uncertainty. Leerink Sees Largest RADV Audit Exposure
• Negative Sentiment: Market chatter and coverage note sizable YTD declines and regulatory/Medicare rate worries; social media and fund flows highlight investor concern after shares fell below high‑profile purchase levels, keeping volatility high. Is UnitedHealth Now A Potential Opportunity?

UnitedHealth Group Stock Up 1.2%

NYSE UNH opened at $277.30 on Friday. The stock’s 50-day moving average price is $284.61 and its 200-day moving average price is $320.40. The company has a market capitalization of $251.70 billion, a P/E ratio of 21.02, a price-to-earnings-growth ratio of 1.26 and a beta of 0.40. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36.

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

UnitedHealth Group Dividend Announcement

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

Analyst Ratings Changes

UNH has been the subject of a number of recent analyst reports. Evercore upgraded shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Truist Financial reduced their target price on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a report on Monday, February 2nd. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price on the stock in a research note on Wednesday. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $363.38.

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.