UnitedHealth Group Incorporated $UNH Shares Sold by Kempner Capital Management Inc.

Key Points

• Kempner Capital Management cut its UnitedHealth stake by 46.2% in Q3, selling 6,895 shares and retaining 8,030 shares worth about $2.77 million (UNH is ~2.3% of Kempner's portfolio and its 19th-largest holding).
• Analyst activity has trended positive with multiple price-target raises and upgrades, but the consensus rating remains Hold with an average price target of $385.54.
• UnitedHealth posted a slight EPS beat (Q3 EPS $2.92 vs. $2.87 est.), revenue up 12.2% year-over-year, a market cap near $300.5B, and a quarterly dividend of $2.21 (annualized yield ~2.7%).

Kempner Capital Management Inc. lowered its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 46.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,030 shares of the healthcare conglomerate's stock after selling 6,895 shares during the period. UnitedHealth Group comprises approximately 2.3% of Kempner Capital Management Inc.'s investment portfolio, making the stock its 19th biggest position. Kempner Capital Management Inc.'s holdings in UnitedHealth Group were worth $2,773,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. LFA Lugano Financial Advisors SA acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth approximately $25,000. Bayforest Capital Ltd raised its position in UnitedHealth Group by 685.7% during the first quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate's stock worth $29,000 after acquiring an additional 48 shares during the period. Sagard Holdings Management Inc. acquired a new stake in shares of UnitedHealth Group in the second quarter valued at about $29,000. Islay Capital Management LLC acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth about $31,000. Finally, Riggs Asset Managment Co. Inc. boosted its holdings in UnitedHealth Group by 69.4% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate's stock worth $33,000 after buying an additional 43 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: AI-driven cost initiatives — UnitedHealth is pushing AI to cut administrative waste, speed claims/approvals and protect margins, which investors see as a clear efficiency and profit-margin catalyst if execution succeeds. AI Takes Center Stage at UNH: Will It Fix Administrative Waste?
• Positive Sentiment: Sector rotation into healthcare — analysts/narratives note money moving into healthcare as interest-rate dynamics shift, benefiting large, cash-generative insurers like UnitedHealth. This broader flow helps demand for UNH shares. Sector Rotation: 2 Smart Money Moves for 2026 (UNH)
• Positive Sentiment: Minor institutional buying — Carnegie Investment Counsel modestly increased its UNH stake in Q3, a small endorsement from a professional manager that can marginally support sentiment. UnitedHealth Group Incorporated $UNH Shares Bought by Carnegie Investment Counsel
• Neutral Sentiment: Short-term technical rebound — recent session coverage notes UNH outperformed the market and broke a multi-session losing streak, which can attract momentum traders but is not necessarily a fundamental shift. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Analyst commentary after rebound — media/analyst pieces are weighing what comes next for UNH; these add context and volatility but so far offer mixed near-term directional signals. What’s next for UnitedHealth stock (UNH) after the recent rebound? Analysts weigh in

Analyst Upgrades and Downgrades

UNH has been the topic of several research reports. TD Cowen raised their target price on UnitedHealth Group from $335.00 to $338.00 and gave the company a "hold" rating in a research report on Thursday, October 30th. Wells Fargo & Company lifted their target price on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an "overweight" rating in a research note on Tuesday, October 7th. Bank of America raised their price target on shares of UnitedHealth Group from $350.00 to $390.00 and gave the stock a "neutral" rating in a research note on Wednesday, October 8th. Royal Bank Of Canada upped their price objective on shares of UnitedHealth Group from $286.00 to $408.00 and gave the company an "outperform" rating in a research note on Wednesday, October 29th. Finally, JPMorgan Chase & Co. boosted their target price on UnitedHealth Group from $310.00 to $425.00 and gave the stock an "overweight" rating in a report on Thursday, October 9th. Seventeen research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of "Hold" and a consensus price target of $385.54.

UnitedHealth Group Price Performance

NYSE:UNH opened at $331.76 on Friday. The company has a market capitalization of $300.52 billion, a P/E ratio of 17.32, a P/E/G ratio of 2.16 and a beta of 0.43. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The stock's fifty day moving average is $333.71 and its two-hundred day moving average is $319.10.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.87 by $0.05. The firm had revenue of $113.16 billion for the quarter, compared to analyst estimates of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. UnitedHealth Group's revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the firm earned $7.15 EPS. Equities analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.7%. The ex-dividend date was Monday, December 8th. UnitedHealth Group's dividend payout ratio (DPR) is 46.14%.

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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