Retirement Guys Formula LLC Lowers Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• Retirement Guys Formula LLC reduced its stake in UnitedHealth Group by 41.5% in Q4, selling 4,267 shares to hold 6,025 shares now valued at $1.989 million per its latest 13F filing.
• UnitedHealth slightly beat Q4 estimates with $2.11 EPS (vs. $2.09) on $113.73 billion revenue, pays a $2.21 quarterly dividend (2.9% yield), and carries a consensus analyst rating of Moderate Buy with a $363.42 target.
• A roughly 2.48% CMS Medicare Advantage reimbursement bump and reported high‑profile buying (including Buffett) have lifted sentiment and prompted some price‑target increases, even as other analysts cut targets; institutional investors own about 87.9% of the stock.

Retirement Guys Formula LLC reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 41.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,025 shares of the healthcare conglomerate's stock after selling 4,267 shares during the quarter. Retirement Guys Formula LLC's holdings in UnitedHealth Group were worth $1,989,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Capital World Investors raised its stake 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 in the last quarter. Capital International Investors grew its position in UnitedHealth Group by 11.1% during the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate's stock valued at $6,042,710,000 after acquiring an additional 1,747,337 shares during the last quarter. Capital Research Global Investors grew its position in 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 valued at $4,503,419,000 after acquiring an additional 7,293,009 shares during the last quarter. Dodge & Cox grew its position in UnitedHealth Group by 8.6% during the third quarter. Dodge & Cox now owns 9,505,636 shares of the healthcare conglomerate's stock valued at $3,282,296,000 after acquiring an additional 755,076 shares during the last quarter. Finally, Northern Trust Corp grew its position in UnitedHealth Group by 1.6% during the third quarter. Northern Trust Corp now owns 9,109,692 shares of the healthcare conglomerate's stock valued at $3,145,577,000 after acquiring an additional 144,109 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have commented on UNH shares. JPMorgan Chase & Co. reduced their price target on shares of UnitedHealth Group from $425.00 to $389.00 and set an "overweight" rating on the stock in a research report on Monday, February 2nd. Leerink Partners reduced their price target on shares of UnitedHealth Group from $410.00 to $345.00 and set an "outperform" rating on the stock in a research report on Wednesday, January 28th. Barclays reduced their price target on shares of UnitedHealth Group from $391.00 to $327.00 and set an "overweight" rating on the stock in a research report on Friday, January 30th. UBS Group decreased their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating on the stock in a research note on Wednesday, January 28th. Finally, Mizuho decreased their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an "outperform" rating on the stock in a research note on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of "Moderate Buy" and a consensus target price of $363.42.

UnitedHealth Group Stock Up 0.1%

Shares of NYSE UNH opened at $304.63 on Monday. The company has a market cap of $276.50 billion, a price-to-earnings ratio of 23.10, a PEG ratio of 1.40 and a beta of 0.40. The firm's fifty day moving average is $283.01 and its 200 day moving average is $318.17. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.02. The business had revenue of $113.73 billion for the quarter, compared to analysts' expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm'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 business posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current 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 issued a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 2.9%. UnitedHealth Group's payout ratio is 67.02%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: CMS finalized a ~2.48% increase to 2027 Medicare Advantage reimbursements, which analysts say adds meaningful revenue/earnings upside for large MA players like UNH and drove an immediate sentiment lift. UnitedHealth Stock Edges Higher After Medicare Advantage Payment Update
• Positive Sentiment: Street reaction includes price‑target raises and upgrades (e.g., Bernstein boosted its UNH target to $411 and HSBC upgraded to Hold), signaling increased analyst conviction that the CMS action improves the outlook. Sanford C. Bernstein Boosts UnitedHealth Group NYSE: UNH Price Target to $411.00
• Positive Sentiment: High-profile buying (reporting that Warren Buffett added ~5M UNH shares during the pullback) has been cited as a confidence signal that helped support the post‑CMS bounce. Warren Buffett bought 5M UnitedHealth shares as it tanked. A $13B Medicare boosted it. Was he right?
• Neutral Sentiment: Analyst commentary and valuation notes are being updated to reflect the CMS increase; many firms still point to long‑term growth from Optum and diversification even as near‑term math changes. Market attention and re‑ratings are ongoing. A Look At UnitedHealth Group (UNH) Valuation After The Medicare Advantage Payment Increase
• Neutral Sentiment: Coverage pieces note that CMS relief helps margins but rising utilization and medical cost inflation remain a drag; the net impact depends on how much cost trends moderate versus reimbursement gains. Can UnitedHealth Ease Margin Pressure on CMS Tailwinds?
• Negative Sentiment: Some analysts and commentators warn the CMS-driven rally may be short‑lived — cautioning that one policy bump doesn't solve utilization and cost issues, and that upcoming earnings could re‑test the move. UnitedHealth Stock Jumps on Better-Than-Expected Medicare Advantage Rates. Here's Why the Rally Might Be Short-Lived
• Negative Sentiment: Critical takes argue investors should be cautious about extrapolating CMS relief into sustained outperformance — skepticism around durability of margin improvement and idiosyncratic risks remain. UnitedHealth Group: Don't Drink The CMS Kool-Aid

About UnitedHealth Group

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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