Bokf Na Sells 4,082 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Bokf Na trimmed its stake in UnitedHealth Group (UNH) by 8.5%, selling 4,082 shares and leaving 43,798 shares valued at $15.12 million at quarter end.
• Earnings & dividend: UNH slightly beat quarterly EPS estimates ($2.11 vs. $2.09) with revenue up 12.3% to $113.73B, set FY2026 guidance near 17.75 EPS, and declared a quarterly dividend of $2.21 (3.1% yield; ex-dividend March 9).
• Institutional ownership and analyst view: Institutions own about 87.9% of UNH, several large funds materially increased positions (including Capital World Investors and Capital Research, while Norges Bank opened a multi‑billion dollar position), and the consensus rating is a "Moderate Buy" with an average price target of $372.13.

Bokf Na cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 8.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 43,798 shares of the healthcare conglomerate's stock after selling 4,082 shares during the period. Bokf Na's holdings in UnitedHealth Group were worth $15,123,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Capital World Investors boosted its stake in shares of UnitedHealth Group by 18.8% during the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate's stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares during the period. Geode Capital Management LLC boosted its holdings in shares of UnitedHealth Group by 3.3% during the second quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate's stock worth $6,624,411,000 after purchasing an additional 675,075 shares during the period. Capital International Investors increased its holdings in UnitedHealth Group by 11.1% during the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate's stock valued at $6,042,710,000 after purchasing an additional 1,747,337 shares during the period. Capital Research Global Investors lifted its holdings in UnitedHealth Group by 126.9% in 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. Finally, Norges Bank purchased a new position in shares of UnitedHealth Group during the second quarter valued at approximately $3,837,207,000. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group Trading Up 1.0%

NYSE:UNH opened at $285.25 on Thursday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company's 50-day simple moving average is $305.51 and its 200 day simple moving average is $325.43. The firm has a market capitalization of $258.91 billion, a P/E ratio of 21.63, a PEG ratio of 1.30 and a beta of 0.41. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping 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 firm had revenue of $113.73 billion for the quarter, compared to analysts' expectations of $113.38 billion. During the same period in the previous year, the firm posted $6.81 EPS. The business's revenue for the quarter was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, analysts forecast 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 will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be issued a dividend of $2.21 per share. The ex-dividend date is Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. UnitedHealth Group's dividend payout ratio (DPR) is presently 67.02%.

Analyst Ratings Changes

A number of analysts recently commented on UNH shares. Evercore upgraded shares of UnitedHealth Group to a "strong-buy" rating in a report on Tuesday, January 6th. Morgan Stanley dropped their target price 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. Weiss Ratings cut shares of UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Monday, March 2nd. Piper Sandler reaffirmed an "overweight" rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Finally, Sanford C. Bernstein reissued an "outperform" rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $372.13.

Trending Headlines about 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 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.

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