Coastal Bridge Advisors LLC Trims Stock Position in UnitedHealth Group Incorporated $UNH

Coastal Bridge Advisors LLC trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 62.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,985 shares of the healthcare conglomerate’s stock after selling 3,318 shares during the period. Coastal Bridge Advisors LLC’s holdings in UnitedHealth Group were worth $685,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in UNH. Berkshire Hathaway Inc purchased a new position in shares of UnitedHealth Group during the second quarter worth approximately $1,572,193,000. Murphy Pohlad Asset Management LLC grew its position in UnitedHealth Group by 21.8% during the 2nd quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock worth $1,380,000 after purchasing an additional 791 shares during the last quarter. Carnegie Investment Counsel boosted its stake in shares of UnitedHealth Group by 2.2% during the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after buying an additional 2,316 shares during the period. IFP Advisors Inc increased its position in UnitedHealth Group by 20.7% in the 2nd quarter. IFP Advisors Inc now owns 20,683 shares of the healthcare conglomerate’s stock valued at $6,462,000 after acquiring an additional 3,545 shares during the period. Finally, Phoenix Financial Ltd. lifted its position in UnitedHealth Group by 111.5% during the 3rd quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate’s stock worth $14,282,000 after acquiring an additional 22,137 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

NYSE UNH opened at $292.20 on Friday. The business has a 50 day moving average price of $331.39 and a 200 day moving average price of $323.38. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The company has a market capitalization of $264.69 billion, a P/E ratio of 22.15, a PEG ratio of 1.75 and a beta of 0.42. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results 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. The business had revenue of $113.22 billion during the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same quarter last year, the business posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is 67.02%.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on UNH. Deutsche Bank Aktiengesellschaft cut UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target for the company. in a research note on Wednesday, October 29th. Zacks Research upgraded shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. JPMorgan Chase & Co. increased their price target on shares of UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a report on Thursday, October 9th. The Goldman Sachs Group started coverage on UnitedHealth Group in a research report on Tuesday, October 14th. They set a “buy” rating and a $406.00 target price on the stock. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $380.67.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Market and analyst support — Several firms kept buy/overweight ratings or reiterated long-term confidence after the Q4 release, arguing the sell-off may be overdone and highlighting UnitedHealth’s underlying margin initiatives and long-term fundamentals. UnitedHealth Q4 Earnings Review: The Selloff Looks Overdone After Results
• Positive Sentiment: Short-term rebound in ETFs — Healthcare ETFs and related funds moved as UNH bounced (~4% at one point) on a mixed Q4 print plus commentary that 2026 cost trends could improve, which likely supported intraday buying from funds and momentum traders. Healthcare ETFs in Focus as UnitedHealth Rises 4% Post Mixed Q4 Results
• Neutral Sentiment: Modest analyst target tweaks — Morgan Stanley trimmed its price target slightly to $409 but kept an Overweight rating, signaling stabilized expectations rather than a wholesale shift in conviction. This is a modest signal versus outright downgrades. UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley as Outlook Stabilizes
• Negative Sentiment: Large put-option activity — Unusually high put buying (376,697 contracts, +131% vs. typical volume) indicates elevated downside hedging or speculative bearish positioning, increasing near-term downside pressure on the stock.
• Negative Sentiment: Analyst price-target cuts — Multiple firms reduced targets (examples: Jefferies to $340, Leerink to $345, Oppenheimer to $385, RBC to $361, UBS trimmed targets), which amplifies pessimism around near-term earnings/guidance and contributes to downward momentum.
• Negative Sentiment: Guidance & Medicare payment shock — The main catalyst for the rout was a cautious FY2026 outlook and disappointing Medicare Advantage payment updates; investors marked the company down sharply on lower-than-expected forward cash/earnings visibility. UnitedHealth (UNH) Loses 19.6% on Weak Outlook, Medicare Payment Update
• Negative Sentiment: Political stock sales & market-cap hit — Reports of politicians selling UNH before the crash and headlines about a $50–99 billion market-cap loss have heightened scrutiny and negative sentiment, which can prolong volatility. These 3 U.S. politicians suspiciously dumped UnitedHealth stock weeks before crash
• Negative Sentiment: Bearish commentary and “trap” warnings — Multiple op-eds and analyst notes argue the recovery may take time or that buying the dip could be a trap; that negative narrative is pressuring demand for the stock in the near term. UnitedHealth: Buying The Dip Could Be A Trap

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.