UnitedHealth Group Incorporated $UNH Shares Sold by DDD Partners LLC

Key Points

• DDD Partners LLC cut its UnitedHealth stake by 31.9% in Q4, selling 13,837 shares and retaining 29,551 shares valued at about $9.76 million.
• Berkshire Hathaway initiated a large new UNH position worth roughly $1.57 billion, and overall institutional ownership of the stock is about 87.86%.
• CMS raised Medicare Advantage rates, which helped trigger a UNH share rally and analyst re‑ratings, but many firms trimmed targets and the consensus remains a “Moderate Buy” with a price target near $363.42, amid ongoing margin and cost risks.

DDD Partners LLC lessened its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 31.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,551 shares of the healthcare conglomerate's stock after selling 13,837 shares during the period. DDD Partners LLC's holdings in UnitedHealth Group were worth $9,755,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in UNH. Guerra Advisors Inc acquired a new position in UnitedHealth Group during the third quarter worth approximately $1,059,000. Berkshire Hathaway Inc acquired a new position in UnitedHealth Group during the second quarter worth approximately $1,572,193,000. Carnegie Investment Counsel increased its position in UnitedHealth Group by 2.2% during the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate's stock worth $36,471,000 after purchasing an additional 2,316 shares during the last quarter. Phoenix Financial Ltd. increased its stake in UnitedHealth Group by 111.5% during the third quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate's stock worth $14,282,000 after acquiring an additional 22,137 shares during the last quarter. Finally, Money Concepts Capital Corp increased its stake in UnitedHealth Group by 59.1% during the third quarter. Money Concepts Capital Corp now owns 12,380 shares of the healthcare conglomerate's stock worth $4,275,000 after acquiring an additional 4,600 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on UNH shares. Royal Bank Of Canada dropped their price target on UnitedHealth Group from $408.00 to $361.00 and set an "outperform" rating for the company in a research note on Wednesday, January 28th. Jefferies Financial Group dropped their price objective on shares of UnitedHealth Group from $418.00 to $340.00 and set a "buy" rating for the company in a research report on Wednesday, January 28th. JPMorgan Chase & Co. dropped their price objective on shares of UnitedHealth Group from $425.00 to $389.00 and set an "overweight" rating for the company in a research report on Monday, February 2nd. Piper Sandler reissued an "overweight" rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Finally, Barclays lowered their target price on UnitedHealth Group from $391.00 to $327.00 and set an "overweight" rating for the company in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, UnitedHealth Group has an average rating of "Moderate Buy" and a consensus price target of $363.42.

UnitedHealth Group Price Performance

UNH opened at $307.09 on Friday. The company has a fifty day simple moving average of $282.66 and a 200 day simple moving average of $318.87. The firm has a market cap of $278.74 billion, a price-to-earnings ratio of 23.28, a PEG ratio of 1.41 and a beta of 0.40. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month 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.

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 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 business had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same period last year, the business earned $6.81 EPS. The business's revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's dividend payout ratio (DPR) is 67.02%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: CMS raised Medicare Advantage rates more than expected, which analysts say could add meaningful revenue and operating profit for insurers and helped spark the recent multi‑day rally in UNH. UnitedHealth Could Reprice Soon: The Catalyst Is Here
• Positive Sentiment: Market reaction to the CMS decision drove a sharp jump in UNH shares and prompted positive analyst re‑ratings and momentum in estimates. UnitedHealth (UNH) Soars 9.37% on Medicare Reimbursement Rate Jump
• Positive Sentiment: Sanford C. Bernstein raised its UNH price target to $411 and other houses (including HSBC) issued friendlier views/upgrades, supporting the stock's lift. Sanford C. Bernstein Boosts UnitedHealth Group Price Target to $411.00
• Neutral Sentiment: Zacks and other outlets note heightened investor attention and inclusion in top‑stock lists — useful for flows and visibility but not a direct earnings driver. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Estimate revisions are slightly constructive (some houses nudging FY forecasts higher), but consensus still reflects mixed views on 2026/27 margins. The Zacks Analyst Blog Highlights Procter & Gamble, Toyota Motor, UnitedHealth...
• Negative Sentiment: Several analysts and commentators warn the Medicare Advantage bump may be partially priced in and that upcoming earnings (and ongoing medical‑cost/margin pressures) could reverse gains. Expect volatility into the report. UnitedHealth Stock Jumps on Better‑Than‑Expected Medicare Advantage Rates. Here's Why the Rally Might Be Short‑Lived
• Negative Sentiment: Critical takes argue the CMS move doesn’t eliminate downside risks (policy/regulatory uncertainty, higher medical costs); a skeptical piece cautions investors not to over‑react. 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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