Chilton Investment Co. Inc. Has $3.32 Million Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• Chilton Investment cut its UnitedHealth stake by 74.9% in Q3, selling 28,679 shares and finishing the period with 9,603 shares worth about $3.32 million.
• Recent quarter: UnitedHealth reported $2.11 EPS (vs. $2.09 estimate) and $113.73B revenue (up 12.3% YoY), and set FY2026 guidance at 17.75 EPS while analysts project roughly 29.54 EPS for the year.
• Heavy institutional ownership (87.86%) with large moves by major funds — Capital Research added ~7.29M shares, Berkshire Hathaway opened a ~$1.57B position, and Norges Bank initiated a ~$3.84B stake — signaling substantial institutional interest.

Chilton Investment Co. Inc. cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 74.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,603 shares of the healthcare conglomerate's stock after selling 28,679 shares during the quarter. Chilton Investment Co. Inc.'s holdings in UnitedHealth Group were worth $3,316,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Norges Bank acquired a new position in UnitedHealth Group during the 2nd quarter worth approximately $3,837,207,000. Capital Research Global Investors grew its stake in shares of UnitedHealth Group by 126.9% during the third 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 last quarter. Berkshire Hathaway Inc bought a new position in shares of UnitedHealth Group in the 2nd quarter valued at $1,572,193,000. Dodge & Cox grew its position in 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 acquiring an additional 4,730,192 shares during the last quarter. Finally, Capital World Investors raised its position in UnitedHealth Group by 18.8% in 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 last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Performance

UNH stock opened at $282.02 on Friday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. The stock has a 50-day moving average price of $303.36 and a 200-day moving average price of $325.11. The firm has a market cap of $255.99 billion, a PE ratio of 21.38, a price-to-earnings-growth ratio of 1.30 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping the consensus estimate of $2.09 by $0.02. The business had revenue of $113.73 billion during the quarter, compared to analysts' expectations of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm's revenue was up 12.3% on a year-over-year basis. During the same quarter last year, the firm posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

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

Key Headlines 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

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on UNH shares. Mizuho lowered their price objective on UnitedHealth Group from $430.00 to $350.00 and set an "outperform" rating for the company in a research note on Thursday, February 5th. Wells Fargo & Company reduced their target price on shares of UnitedHealth Group from $400.00 to $370.00 and set an "overweight" rating on the stock in a report on Friday, January 30th. Royal Bank Of Canada cut their price target on shares of UnitedHealth Group from $408.00 to $361.00 and set an "outperform" rating on the stock in a report on Wednesday, January 28th. Piper Sandler restated an "overweight" rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Finally, Morgan Stanley cut their target price on UnitedHealth Group from $411.00 to $409.00 and set an "overweight" rating on the stock in a report on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $372.13.

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.

Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.