Wealth Enhancement Advisory Services LLC Sells 170,643 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Wealth Enhancement Advisory reduced its stake in UnitedHealth by 40.6%, selling 170,643 shares in Q4 and now holding 249,920 shares valued at about $87.35 million.
• Several major analysts trimmed price targets (e.g., JPMorgan to $389, Morgan Stanley to $409, UBS to $410) but the MarketBeat consensus remains a Moderate Buy with a $372.13 target, while Weiss Ratings downgraded UNH to a sell.
• UnitedHealth slightly beat Q4 EPS estimates ($2.11 vs. $2.09) with revenue up 12.3% to $113.73 billion, provided FY2026 guidance around $17.75 EPS, and recently paid a $2.21 quarterly dividend (about a 3.2% yield).

Wealth Enhancement Advisory Services LLC reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 40.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 249,920 shares of the healthcare conglomerate's stock after selling 170,643 shares during the quarter. Wealth Enhancement Advisory Services LLC's holdings in UnitedHealth Group were worth $87,354,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank bought a new position in shares of UnitedHealth Group during the second quarter worth $3,837,207,000. Capital Research Global Investors raised its stake in UnitedHealth Group by 126.9% during the 3rd 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 period. Berkshire Hathaway Inc acquired a new position in UnitedHealth Group in the second quarter valued at about $1,572,193,000. Dodge & Cox raised its position in shares of UnitedHealth Group by 117.7% during the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate's stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares during the period. Finally, Capital World Investors grew its position in shares of UnitedHealth Group by 18.8% in the 3rd 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 period. Institutional investors own 87.86% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. JPMorgan Chase & Co. dropped their target price on shares of UnitedHealth Group from $425.00 to $389.00 and set an "overweight" rating on the stock in a report on Monday, February 2nd. Morgan Stanley dropped their price objective on shares of UnitedHealth Group from $411.00 to $409.00 and set an "overweight" rating on the stock in a report on Friday, January 23rd. UBS Group lowered their target price on UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating for the company in a report on Wednesday, January 28th. Truist Financial cut their price target on UnitedHealth Group from $410.00 to $370.00 and set a "buy" rating on the stock in a report on Monday, February 2nd. Finally, Weiss Ratings downgraded UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a report on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $372.13.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: National expansion of doula benefit could boost member retention, improve maternal outcomes and support UnitedHealthcare’s value‑based care positioning — a revenue/medical‑cost leverage play if it reduces expensive complications and drives plan stickiness. UnitedHealth Group (UNH) Announces National Expansion of Doula Offering
• Positive Sentiment: Recent insider activity — including a disclosed senator purchase and broader reports of insider buys and heavy call‑option interest — has attracted bullish attention and could support short‑term demand if it signals perceived undervaluation. UnitedHealth Group Stock Opinions on Senator's Recent Purchase
• Neutral Sentiment: Wall Street remains generally positive longer term — multiple recent buy/outperform ratings and a median six‑month price target materially above the current level provide upside if execution continues, but much of that is priced in. Analyst Ratings & Price Targets
• Neutral Sentiment: Zacks trimmed a Q4 2027 EPS forecast very slightly (from $3.92 to $3.91) — a technical downward revision that is unlikely to materially change consensus but contributes to near‑term caution among quant/earnings‑sensitive traders.
• Negative Sentiment: Short‑term selling pressure: several market writeups flagged a day where UNH fell more than the broader market, reflecting profit‑taking and risk‑off flows; headlines can amplify intraday moves. UNH Sees a More Significant Dip Than Broader Market (Yahoo) Zacks Market Note MSN Market Coverage
• Negative Sentiment: Regulatory and reputational risks persist — DOJ scrutiny around Medicare Advantage reimbursement and public criticism of executive pay amid claim denials keep a discount risk on the multiple and can pressure sentiment if new developments surface. Regulatory Discussion (QuiverQuant)

UnitedHealth Group Trading Down 1.1%

UnitedHealth Group stock opened at $277.32 on Monday. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The firm has a 50-day moving average of $297.19 and a 200-day moving average of $324.39. The company has a market cap of $251.71 billion, a price-to-earnings ratio of 21.02, a P/E/G ratio of 1.27 and a beta of 0.41. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36.

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

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's payout ratio is presently 67.02%.

UnitedHealth Group Company 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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