Trifecta Capital Advisors LLC Sells 9,661 Shares of UnitedHealth Group Incorporated $UNH

Trifecta Capital Advisors LLC lessened its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 93.3% in the third quarter, HoldingsChannel reports. The fund owned 699 shares of the healthcare conglomerate’s stock after selling 9,661 shares during the period. Trifecta Capital Advisors LLC’s holdings in UnitedHealth Group were worth $241,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in UNH. LFA Lugano Financial Advisors SA bought a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $25,000. Sagard Holdings Management Inc. acquired a new stake in shares of UnitedHealth Group during the 2nd quarter worth $29,000. Islay Capital Management LLC bought a new stake in UnitedHealth Group during the second quarter worth about $31,000. Cloud Capital Management LLC bought a new position in UnitedHealth Group in the third quarter valued at approximately $32,000. Finally, Riggs Asset Managment Co. Inc. boosted its stake in UnitedHealth Group by 69.4% in the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after buying an additional 43 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on UNH shares. Zacks Research upgraded shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research report on Monday, October 6th. Evercore ISI raised shares of UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. JPMorgan Chase & Co. boosted their target price on shares of UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a research report on Thursday, October 9th. Finally, Wells Fargo & Company raised their target price on UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a research note on Tuesday, October 7th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $380.67.

UnitedHealth Group Stock Performance

Shares of UNH opened at $292.20 on Friday. The stock has a 50 day moving average price of $331.39 and a two-hundred day moving average price of $323.38. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The firm has a market capitalization of $264.69 billion, a P/E ratio of 22.15, a P/E/G ratio of 1.75 and a beta of 0.42. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same period in the prior year, the firm posted $6.81 EPS. UnitedHealth Group’s quarterly revenue 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 forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q4 EPS slightly beat expectations and the stock rallied on the earnings/earnings‑beat narrative, supporting a short-term bounce. UnitedHealth Group Shares Up After Earnings Beat
• Positive Sentiment: Market commentary highlighted a better 2026 cost outlook and attention from healthcare ETFs, which likely amplified the intraday recovery. Healthcare ETFs in Focus as UnitedHealth Rises
• Positive Sentiment: Several sell‑side analysts trimmed price targets modestly but kept Overweight/Buy/Outperform ratings, indicating continued institutional support despite cuts. (Morgan Stanley trim to $409 noted). Morgan Stanley Modest Target Cut
• Neutral Sentiment: Analyst views are mixed: some argue UNH is undervalued on a longer-term DCF/FCF basis, while others warn regulatory and political risk could keep multiples depressed until clarity on Medicare/MA reimbursement emerges. Seeking Alpha Valuation View
• Neutral Sentiment: Multiple brokerages cut price targets (Jefferies, Leerink, Oppenheimer, RBC, UBS among others) but many retained buy ratings — a signal that expectations are being reset rather than consensus conviction collapsing. Analyst Price Target Moves
• Negative Sentiment: Unusual bearish options activity: traders bought roughly 376,697 put contracts (about +131% vs. average), suggesting many investors are hedging or betting on further downside.
• Negative Sentiment: Regulatory pressure — notably lower Medicare Advantage reimbursement guidance and a “CMS rate shock” — drove a sharp multi‑day selloff (near‑20% intraday plunge earlier) and large market‑cap loss, weighing on sentiment. InsiderMonkey: UNH Loses 19.6%
• Negative Sentiment: Reports of politically timed stock sales by some lawmakers and the magnitude of the recent market cap decline have amplified reputational and headline risk, keeping volatility elevated. Fool: UNH Plunges After Weak Earnings

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.