Trek Financial LLC Has $239,000 Holdings in UnitedHealth Group Incorporated $UNH

Trek Financial LLC trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 73.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 692 shares of the healthcare conglomerate’s stock after selling 1,910 shares during the period. Trek Financial LLC’s holdings in UnitedHealth Group were worth $239,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. LFA Lugano Financial Advisors SA bought a new position in shares of UnitedHealth Group in the 2nd quarter valued at about $25,000. Sagard Holdings Management Inc. acquired a new position in shares of UnitedHealth Group in the second quarter valued at approximately $29,000. Islay Capital Management LLC acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth approximately $31,000. Grey Fox Wealth Advisors LLC acquired a new position in UnitedHealth Group in the third quarter valued at about $33,000. Finally, Riggs Asset Managment Co. Inc. boosted its position in shares of UnitedHealth Group by 69.4% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after acquiring an additional 43 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Ratings Changes

UNH has been the subject of several recent research reports. Mizuho upped their price objective on UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research note on Thursday, October 9th. Wells Fargo & Company upped their price objective on shares of UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a report on Tuesday, October 7th. Jefferies Financial Group raised their price objective on UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a research note on Friday, October 17th. Bank of America increased their target price on UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $386.33.

UnitedHealth Group Price Performance

UNH opened at $356.46 on Monday. The firm has a market cap of $322.89 billion, a P/E ratio of 18.60, a PEG ratio of 2.15 and a beta of 0.42. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The firm has a 50-day moving average of $332.07 and a 200 day moving average of $323.59.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating analysts’ consensus estimates of $2.87 by $0.05. The firm had revenue of $113.16 billion for the quarter, compared to analysts’ expectations of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The company’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the company earned $7.15 earnings per share. On average, research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared 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. The ex-dividend date was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 2.5%. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

More UnitedHealth Group News

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
• Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
• Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
• Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
• Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
• Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

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.