Nemes Rush Group LLC Reduces Position in UnitedHealth Group Incorporated $UNH

Nemes Rush Group LLC trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 99.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 113 shares of the healthcare conglomerate’s stock after selling 18,975 shares during the quarter. Nemes Rush Group LLC’s holdings in UnitedHealth Group were worth $39,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Financial Life Planners acquired a new position in UnitedHealth Group during the third quarter worth $32,000. Barrow Hanley Mewhinney & Strauss LLC increased its stake in shares of UnitedHealth Group by 0.4% in the 3rd quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 1,006,676 shares of the healthcare conglomerate’s stock worth $347,605,000 after acquiring an additional 4,053 shares during the last quarter. NCP Inc. boosted its position in shares of UnitedHealth Group by 123.5% during the 3rd quarter. NCP Inc. now owns 2,181 shares of the healthcare conglomerate’s stock valued at $753,000 after acquiring an additional 1,205 shares during the last quarter. RiverPark Advisors LLC increased its position in UnitedHealth Group by 9.8% during the third quarter. RiverPark Advisors LLC now owns 4,525 shares of the healthcare conglomerate’s stock worth $1,562,000 after purchasing an additional 405 shares during the last quarter. Finally, Franklin Resources Inc. boosted its holdings in UnitedHealth Group by 19.7% in the 3rd quarter. Franklin Resources Inc. now owns 5,836,477 shares of the healthcare conglomerate’s stock valued at $2,015,336,000 after purchasing an additional 959,038 shares during 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: UNH advanced while the broader market dipped, signaling investor demand and relative strength within the sector; this short‑term resilience supports the intraday uptick. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Positive Sentiment: Weakness at a peer (Centene) can shift market positioning within health insurance; Centene’s struggles in the ACA marketplace may make larger, diversified insurers like UNH relatively more attractive. Centene Is the Worst S&P 500 Stock Today. What’s Ailing the Health Insurer.
• Neutral Sentiment: Aggregated analyst stock forecasts were published; these compilations can reinforce guidance‑driven moves but often produce muted price reaction unless targets or ratings change materially. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Neutral Sentiment: A sector piece on HMO stocks highlights long‑term growth drivers (tech, M&A) but also cost pressures and nursing shortages — factors that create mixed near‑term earnings visibility for insurers. 4 HMO Stocks to Watch Despite Escalating Costs, Nursing Shortage
• Negative Sentiment: Valuation and recent share‑price weakness were highlighted in a note reviewing UNH’s pullback (YTD and multi‑month declines). That narrative may pressure sentiment among value‑focused investors. A Look At UnitedHealth Group’s Valuation After Recent Share Price Weakness

UnitedHealth Group Stock Performance

NYSE UNH opened at $285.25 on Thursday. The company has a market cap of $258.91 billion, a P/E ratio of 21.63, a P/E/G ratio of 1.30 and a beta of 0.41. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The stock has a 50-day moving average of $305.51 and a two-hundred day moving average of $325.43.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating the consensus estimate of $2.09 by $0.02. The business 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 business’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same quarter last year, the firm posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be paid a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. The ex-dividend date is Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 67.02%.

Analyst Ratings Changes

Several research firms have recently commented on UNH. Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Evercore raised UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Truist Financial reduced their price objective on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Finally, Wells Fargo & Company lowered their target price on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $372.13.

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.