UnitedHealth Group Incorporated $UNH Shares Sold by AE Wealth Management LLC

Key Points

• AE Wealth Management cut its stake in UnitedHealth by 56.1% in Q4, selling 67,084 shares and finishing the quarter with 52,576 shares valued at $17.356 million.
• Other institutional activity was mixed: Brighton Jones boosted its holding by 176.2% to 44,249 shares ($22.384M), and institutional investors collectively own about 87.86% of UNH.
• UnitedHealth recently beat Q1 EPS estimates ($2.11 vs. $2.09) with revenue up 12.3% YoY; the stock trades around $324, has a market cap near $294 billion, and a dividend yield of about 2.7%.

AE Wealth Management LLC cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 56.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 52,576 shares of the healthcare conglomerate's stock after selling 67,084 shares during the quarter. AE Wealth Management LLC's holdings in UnitedHealth Group were worth $17,356,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Brighton Jones LLC boosted its holdings in shares of UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock valued at $22,384,000 after purchasing an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in shares of UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock valued at $2,033,000 after acquiring an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH purchased a new position in shares of UnitedHealth Group in the 2nd quarter valued at $340,000. Flow Traders U.S. LLC purchased a new position in shares of UnitedHealth Group in the 2nd quarter valued at $356,000. Finally, Jump Financial LLC purchased a new position in shares of UnitedHealth Group in the 2nd quarter valued at $377,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Analysts and bulls point to a better-than-feared Medicare Advantage outlook — the final 2027 CMS MA rate (reported at ~2.48% in coverage) is seen as adding roughly $1B of incremental operating profit and supporting a margin recovery that could re-rate the stock. Buy Before Earnings
• Positive Sentiment: Technical/bull commentary suggests UNH is set to challenge resistance around $360, which can attract momentum traders ahead of earnings. Poised To Challenge $360
• Neutral Sentiment: Market positioning ahead of Tuesday’s pre-market Q1 release: traders are pricing a meaningful post-earnings move and the possibility UNH returns to YTD gains if results beat expectations. Expected Move After Earnings
• Neutral Sentiment: Multiple earnings previews (Yahoo Finance, Zacks) flag mixed Q1 signals: rising costs and modest membership headwinds could pressure margins, but services revenue growth and steady insurance operating income may allow an earnings beat — a classic near-term uncertainty around the print. Is It Time To Reassess?
• Neutral Sentiment: UnitedHealthcare’s community program backing a housing fund is positive for ESG/community reputation but likely immaterial to near-term valuation. Seabury Housing Stabilization Fund
• Negative Sentiment: Regulatory risk persists: the government’s delay of a MA payment overhaul “postpones the pain” but keeps uncertainty around future MA profitability and valuation — commentary warns investors betting on a swift return to rich margins may be disappointed. A UnitedHealth Reckoning Still Looms

UnitedHealth Group Stock Up 2.4%

UNH stock opened at $324.08 on Friday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $453.50. The company has a market capitalization of $294.16 billion, a price-to-earnings ratio of 24.57, a price-to-earnings-growth ratio of 1.46 and a beta of 0.40. The firm's 50-day moving average is $286.84 and its two-hundred day moving average is $317.55. The company has a current ratio of 0.79, a quick 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 EPS for the quarter, topping analysts' consensus estimates 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 for the quarter, compared to the consensus estimate of $113.38 billion. During the same period in the previous year, the firm earned $6.81 EPS. UnitedHealth Group's revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's payout ratio is presently 67.02%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. Truist Financial dropped their price target on shares of UnitedHealth Group from $410.00 to $370.00 and set a "buy" rating on the stock in a research note on Monday, February 2nd. Raymond James Financial raised shares of UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 price target on the stock in a research note on Wednesday, April 1st. HSBC raised shares of UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 target price for the company in a research report on Tuesday, April 7th. Weiss Ratings downgraded shares of UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Monday, March 2nd. Finally, KeyCorp reissued an "overweight" rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, UnitedHealth Group presently has an average rating of "Moderate Buy" and a consensus price target of $363.42.

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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