QRG Capital Management Inc. Cuts Stake in UnitedHealth Group Incorporated $UNH

QRG Capital Management Inc. lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 27.9% in the 3rd quarter, HoldingsChannel reports. The firm owned 97,305 shares of the healthcare conglomerate’s stock after selling 37,602 shares during the quarter. QRG Capital Management Inc.’s holdings in UnitedHealth Group were worth $33,599,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also modified their holdings of the company. LFA Lugano Financial Advisors SA acquired a new position in UnitedHealth Group in the second quarter valued at approximately $25,000. Sagard Holdings Management Inc. purchased a new stake in UnitedHealth Group during the second quarter worth $29,000. Islay Capital Management LLC purchased a new position in UnitedHealth Group in the second quarter valued at $31,000. Riggs Asset Managment Co. Inc. boosted its stake in shares of UnitedHealth Group by 69.4% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after acquiring an additional 43 shares in the last quarter. Finally, Kilter Group LLC purchased a new position in shares of UnitedHealth Group in the 2nd quarter valued at about $34,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Trading Down 2.3%

Shares of UNH stock opened at $331.25 on Friday. The stock has a market capitalization of $300.06 billion, a P/E ratio of 17.29, a price-to-earnings-growth ratio of 2.05 and a beta of 0.42. 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 debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. The company has a 50 day moving average price of $330.33 and a 200 day moving average price of $322.12.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping the consensus estimate of $2.87 by $0.05. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The business had revenue of $113.16 billion during the quarter, compared to the consensus estimate of $113.19 billion. During the same quarter in the previous year, the firm posted $7.15 earnings per share. The company’s quarterly revenue was up 12.2% compared to the same quarter last year. Equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were paid a $2.21 dividend. The ex-dividend date was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a yield of 2.7%. UnitedHealth Group’s payout ratio is currently 46.14%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the stock. Leerink Partners set a $410.00 price target on shares of UnitedHealth Group and gave the company an “outperform” rating in a research note on Wednesday, October 29th. TD Cowen raised their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a research note on Thursday, October 30th. JPMorgan Chase & Co. increased their price objective on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research report on Thursday, October 9th. Bank of America increased their price target on UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Finally, Jefferies Financial Group increased their target price on shares of UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a research note on Friday, October 17th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $385.75.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth is running a six-month Medicare Advantage pilot that speeds payments by roughly 50% (sub‑15 day cycles) to help rural hospitals’ cash flow — a move that can reduce provider strain and preserve network stability. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
• Positive Sentiment: Analyst coverage remains constructive and media pieces note recent outperformance; one report highlighted a recent session where UNH rose ~1.2%, reflecting pockets of upside sentiment among investors. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
• Positive Sentiment: Wall Street analyst sentiment and buy-side interest are being cited as supportive factors as brokers review UNH ratings and earnings prospects. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Filings show a purchase by Rep. Gilbert Ray Cisneros Jr., which can be interpreted as incremental insider/institutional demand. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
• Neutral Sentiment: Options flow and sentiment analyses are active (heavy trading / interest), giving insight into positioning but not a clear directional signal. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Comparisons with peers (CVS, Centene) show UNH has lagged on total return over the past year but retains stronger operating margin and a more moderate P/E — a mixed fundamental picture for relative-value investors. UNH Stock vs. CVS
• Neutral Sentiment: Several trend/overview pieces note UNH as a widely watched ticker; that attention increases flows but doesn’t guarantee direction. Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
• Neutral Sentiment: Roundups (Dogs of the Dow) include dividend and yield context that may attract income-focused buyers, but UNH’s yield/placement vs. high-yield names is mixed. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Negative Sentiment: Analysts and commentators flag material margin compression after a sharp rise in healthcare costs last year, which has depressed profits and is the primary near‑term concern driving selling pressure. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
• Negative Sentiment: Balanced ‘checkup’ pieces outline bear-case headwinds for 2026 (costs, potential reimbursement/policy risks) that keep investors cautious despite structural scale advantages. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026. The bull and bear cases now

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.