Private Wealth Asset Management LLC Has $1.62 Million Position in UnitedHealth Group Incorporated $UNH

Private Wealth Asset Management LLC decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 27.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 4,687 shares of the healthcare conglomerate’s stock after selling 1,758 shares during the quarter. Private Wealth Asset Management LLC’s holdings in UnitedHealth Group were worth $1,618,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. LFA Lugano Financial Advisors SA bought a new position in shares of UnitedHealth Group during the second quarter valued at about $25,000. Sagard Holdings Management Inc. purchased a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $29,000. Grey Fox Wealth Advisors LLC bought a new position in UnitedHealth Group in the 3rd quarter valued at $33,000. Islay Capital Management LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth $31,000. Finally, Riggs Asset Managment Co. Inc. increased its holdings in UnitedHealth Group by 69.4% during the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after buying an additional 43 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Performance

Shares of UNH opened at $294.08 on Thursday. 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 $266.39 billion, a PE ratio of 15.35, a price-to-earnings-growth ratio of 1.69 and a beta of 0.42. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. The stock has a 50-day moving average price of $331.78 and a 200-day moving average price of $323.60.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. The firm had revenue of $113.22 billion for 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 business’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were paid a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 3.0%. UnitedHealth Group’s dividend payout ratio (DPR) is 46.14%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Q4 beat on EPS and margin commentary — UnitedHealth reported Q4 EPS of $2.11, slightly above consensus, and highlighted Optum Rx strength and margin initiatives that management says will support profitability. This gives some near-term earnings credibility despite revenue softness. MarketBeat Q4 coverage
• Positive Sentiment: Capital returns remain a cushion — analysts and commentators note UNH’s dividend and ongoing buybacks (share-count reduction planned) support the equity’s floor and long-term shareholder returns. That underpins buy-the-dip arguments. MarketBeat: Buying opportunity
• Neutral Sentiment: Allegations of timely politician sales are drawing attention — reports show some lawmakers sold UNH shares before the plunge; this is a political/PR risk but not a fundamental earnings driver. Watch regulatory/oversight headlines. Finbold: Politician sales
• Negative Sentiment: Weak 2026 guidance — management guided to roughly $439B in 2026 revenue (down from 2025), signaling a rare revenue contraction tied to “right-sizing” and lower reimbursement expectations; this is the principal reason investors stampeded out. Investopedia: Guidance and drivers
• Negative Sentiment: CMS/Medicare payment proposal (Trump administration) — a much-smaller-than-expected proposed increase to Medicare Advantage payments materially reduces forward reimbursement assumptions for insurers and magnified UNH’s guidance concerns. That policy news triggered the sector sell-off. Benzinga: Medicare rates reaction
• Negative Sentiment: Analysts cut price targets — multiple firms trimmed 12–30% off prior targets (Jefferies, Leerink, Oppenheimer, RBC, UBS), keeping buy/outperform ratings but lowering upside expectations — adds short-term selling pressure. TickerReport / Benzinga aggregation
• Negative Sentiment: Large one-day market cap hit and volatility — UNH lost tens of billions in market value and dragged the Dow lower; that amplifies risk aversion and forces some funds to trim exposure. InsiderMonkey: Market impact

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on UNH shares. Bank of America raised their price target on shares of UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 8th. JPMorgan Chase & Co. upped their price target on UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a research report on Thursday, October 9th. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday. Jefferies Financial Group cut their price objective on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a report on Wednesday. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus price target of $380.67.

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.