Riverbridge Partners LLC Sells 8,652 Shares of UnitedHealth Group Incorporated $UNH

Riverbridge Partners LLC lowered its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 6.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 123,931 shares of the healthcare conglomerate’s stock after selling 8,652 shares during the quarter. Riverbridge Partners LLC’s holdings in UnitedHealth Group were worth $40,911,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also made changes to their positions in UNH. Norges Bank acquired a new stake in UnitedHealth Group in the 2nd quarter worth approximately $3,837,207,000. Capital Research Global Investors boosted its holdings in shares of UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after buying an additional 7,293,009 shares during the period. Berkshire Hathaway Inc acquired a new position in UnitedHealth Group during the 2nd quarter worth $1,572,193,000. Dodge & Cox lifted its position in shares of UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares during the last quarter. Finally, Capital World Investors increased its position in UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after buying an additional 3,439,182 shares during the period. Institutional investors and hedge funds 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: Erste Group slightly raised its FY2027 EPS forecast for UNH (from $19.71 to $19.77), a modest upward revision that signals continued confidence in underlying earnings momentum even if it’s small versus street consensus; supports the company’s earnings outlook. Erste Group raises FY2027 EPS estimate
• Neutral Sentiment: Zacks flags UNH as a trending stock among its users, highlighting investor attention and notable search interest — increased attention can amplify moves but doesn’t by itself change fundamentals. UnitedHealth Group Incorporated (UNH) Is a Trending Stock
• Neutral Sentiment: A broader piece on mega-cap stocks includes UNH as a large, influential healthcare name with solid fundamentals but limited upside from scale; this frames expectations that UNH may deliver steady returns rather than explosive growth. 1 Mega-Cap Stock with Exciting Potential and 2 We Question
• Negative Sentiment: Valuation coverage after recent share weakness highlights that UNH’s stock has pulled back and analysts/investors are re-checking fair value — increased debate over valuation can sustain selling pressure as investors reassess multiples relative to growth. UnitedHealth Group (UNH) Valuation Check After Recent Weak Share Performance

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. Evercore upgraded shares of UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. JPMorgan Chase & Co. reduced their target price on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Morgan Stanley decreased their price target on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research note on Friday, January 23rd. Finally, Jefferies Financial Group decreased their target price on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. One research 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Stock Down 1.1%

UNH opened at $267.69 on Friday. The firm has a market cap of $242.97 billion, a price-to-earnings ratio of 20.29, a PEG ratio of 1.24 and a beta of 0.41. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79. The firm’s 50-day simple moving average is $291.83 and its 200-day simple moving average is $323.04.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter last year, the business posted $6.81 earnings per share. The company’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 3.3%. UnitedHealth Group’s dividend payout ratio is 67.02%.

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.