UnitedHealth Group Incorporated $UNH Shares Sold by Prudential PLC

Prudential PLC lessened its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 7.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 89,444 shares of the healthcare conglomerate’s stock after selling 7,024 shares during the quarter. Prudential PLC’s holdings in UnitedHealth Group were worth $30,885,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of UNH. Sanders Capital LLC increased its stake in shares of UnitedHealth Group by 1.4% in the 3rd quarter. Sanders Capital LLC now owns 6,030,588 shares of the healthcare conglomerate’s stock valued at $2,082,362,000 after purchasing an additional 81,760 shares in the last quarter. Texas Capital Bank Wealth Management Services Inc grew its holdings in UnitedHealth Group by 2.8% in the third quarter. Texas Capital Bank Wealth Management Services Inc now owns 16,326 shares of the healthcare conglomerate’s stock valued at $5,637,000 after purchasing an additional 449 shares during the period. Zuckerman Investment Group LLC raised its stake in shares of UnitedHealth Group by 10.9% during the 3rd quarter. Zuckerman Investment Group LLC now owns 4,431 shares of the healthcare conglomerate’s stock worth $1,530,000 after buying an additional 437 shares during the period. Onex Canada Asset Management Inc. grew its stake in UnitedHealth Group by 2.0% in the 3rd quarter. Onex Canada Asset Management Inc. now owns 23,993 shares of the healthcare conglomerate’s stock valued at $8,285,000 after acquiring an additional 481 shares during the period. Finally, Temasek Holdings Private Ltd purchased a new position in UnitedHealth Group during the third quarter valued at $12,189,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Sen. Markwayne Mullin disclosed a purchase of $50k–$100k in UNH shares, a small institutional/insider-like buy that can be read as a signal of confidence and may attract retail/institutional attention. Trump Ally, New DHS Leader Nominee Markwayne Mullin Makes New Stock Trades: Here’s What He Bought And Sold
• Positive Sentiment: Short-term price resilience: coverage noted UNH advancing while broader markets declined recently, a sign of relative strength that can draw momentum buyers. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: High investor attention: Zacks and Yahoo pieces highlight UNH as a heavily searched/watched stock; increased attention can boost liquidity and volatility but is not a directional catalyst by itself. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Investor materials: a Barclays healthcare conference transcript was published; investors will parse management commentary for membership trends, margin drivers, and capital allocation but no surprise datapoint was flagged in headlines. UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Analyst coverage and model updates continue to circulate (stock-forecast pieces), which keep expectations and target-price dispersion visible to the market but provide mixed near-term directional pressure. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Negative Sentiment: Valuation/sector pressure concerns: commentary noting a ~39% 12‑month share decline and questioning whether current price reflects value could pressure sentiment and keep selling pressure if investors worry about sector headwinds or earnings risk. Is UnitedHealth Group (UNH) Pricing Reflect Sector Pressures After A 39% Share Price Decline

UnitedHealth Group Price Performance

Shares of UNH stock opened at $282.02 on Friday. The firm’s 50-day moving average is $303.36 and its two-hundred day moving average is $324.93. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month 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 company has a market capitalization of $255.99 billion, a PE ratio of 21.38, a price-to-earnings-growth ratio of 1.27 and a beta of 0.41.

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 the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.73 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 previous year, the company earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

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

Analyst Ratings Changes

Several research analysts recently weighed in on UNH shares. Morgan Stanley reduced their price target on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research report on Friday, January 23rd. Royal Bank Of Canada reduced their target price on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Truist Financial lowered their price target on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. UBS Group decreased their price objective on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Finally, Mizuho dropped their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. One 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 issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target 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.