Bristol John W & Co. Inc. NY Lowers Position in UnitedHealth Group Incorporated $UNH

Bristol John W & Co. Inc. NY trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 315,174 shares of the healthcare conglomerate’s stock after selling 5,882 shares during the period. UnitedHealth Group accounts for 1.7% of Bristol John W & Co. Inc. NY’s portfolio, making the stock its 25th largest holding. Bristol John W & Co. Inc. NY’s holdings in UnitedHealth Group were worth $108,830,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently made changes to their positions in the company. North Capital Inc. lifted its position in shares of UnitedHealth Group by 16.2% in the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after buying an additional 27 shares in the last quarter. Sunflower Bank N.A. increased its stake in UnitedHealth Group by 1.5% in the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after acquiring an additional 28 shares during the last quarter. Axis Wealth Partners LLC boosted its position in shares of UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after acquiring an additional 28 shares during the last quarter. Abound Wealth Management increased its position in UnitedHealth Group by 13.5% in the third quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after purchasing an additional 29 shares during the last quarter. Finally, Auxano Advisors LLC lifted its position in UnitedHealth Group by 3.4% during the third quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock valued at $333,000 after purchasing an additional 32 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

More UnitedHealth Group News

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

• Positive Sentiment: Sen. Markwayne Mullin bought $50K–$100K of UNH stock in late February, a discretionary purchase that some market participants view as a small vote of confidence and potential incremental demand. Trump Ally, New DHS Leader Nominee Markwayne Mullin Makes New Stock Trades: Here’s What He Bought And Sold
• Positive Sentiment: UNH showed intraday strength in recent sessions, closing higher while the broader market lagged — indicating pockets of investor demand that can help stabilize the stock. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Management presented at Barclays’ Global Healthcare Conference (full transcript published). These presentations typically reinforce guidance and strategy but rarely move the stock unless new guidance or material news is disclosed. UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Analyst coverage and stock‑forecast pages are being updated; these aggregate views can influence sentiment via price target changes but currently show mixed signals. Watch for any fresh revisions. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Neutral Sentiment: Sector commentary flags growth drivers (tech, M&A) but also headwinds—rising medical costs and workforce shortages—that can pressure margins; UNH’s operational execution will matter most. 4 HMO Stocks to Watch Despite Escalating Costs, Nursing Shortage
• Negative Sentiment: Valuation and price‑performance analyses note significant YTD and 12‑month declines, lower multi‑year returns, and recent downward pressure — reinforcing investor concern on valuation after the prior stretch of strong gains. A Look At UnitedHealth Group’s Valuation After Recent Share Price Weakness

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $277.29 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The company has a market capitalization of $251.69 billion, a PE ratio of 21.02, a P/E/G ratio of 1.31 and a beta of 0.41. The company has a 50 day moving average price of $304.45 and a 200-day moving average price of $325.09. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79.

UnitedHealth Group (NYSE:UNH) last issued its 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. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same period in the previous year, the company posted $6.81 EPS. UnitedHealth Group’s revenue was up 12.3% on a year-over-year basis. 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 year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be given a dividend of $2.21 per share. The ex-dividend date of this dividend is Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 3.2%. UnitedHealth Group’s dividend payout ratio (DPR) is 67.02%.

Analysts Set New Price Targets

Several brokerages have recently issued reports on UNH. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Jefferies Financial Group decreased their price objective on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Morgan Stanley lowered their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research report on Friday, January 23rd. Finally, JPMorgan Chase & Co. cut their price objective on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $372.13.

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.