Tilia Fiduciary Partners Inc. Acquires 1,940 Shares of UnitedHealth Group Incorporated $UNH

Tilia Fiduciary Partners Inc. lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 52.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,663 shares of the healthcare conglomerate’s stock after acquiring an additional 1,940 shares during the period. Tilia Fiduciary Partners Inc.’s holdings in UnitedHealth Group were worth $1,955,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of UNH. Norges Bank bought a new stake in shares of UnitedHealth Group in the second quarter valued at about $3,837,207,000. Berkshire Hathaway Inc bought a new stake in shares of UnitedHealth Group in the 2nd quarter worth approximately $1,572,193,000. Dodge & Cox increased 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 valued at $2,729,912,000 after purchasing an additional 4,730,192 shares during the period. Lone Pine Capital LLC bought a new position in UnitedHealth Group in the second quarter worth $528,273,000. Finally, Amundi raised its stake in shares of UnitedHealth Group by 33.8% in the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after buying an additional 1,565,245 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $327.41 on Friday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The stock has a 50-day simple moving average of $336.81 and a 200 day simple moving average of $318.19. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71. The stock has a market capitalization of $296.58 billion, a price-to-earnings ratio of 17.09, a P/E/G ratio of 2.13 and a beta of 0.43.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating the consensus estimate of $2.87 by $0.05. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The firm had revenue of $113.16 billion during the quarter, compared to analysts’ expectations of $113.19 billion. During the same quarter last year, the company posted $7.15 EPS. The company’s quarterly revenue was up 12.2% compared to the same quarter last year. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Analyst Ratings Changes

A number of research firms recently weighed in on UNH. Piper Sandler lowered their target price on shares of UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating on the stock in a research note on Tuesday, October 28th. The Goldman Sachs Group assumed coverage on UnitedHealth Group in a report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 target price for the company. Royal Bank Of Canada upped their price target on UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a research report on Wednesday, October 29th. Bank of America lifted their price objective on UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a report on Wednesday, October 8th. Finally, JPMorgan Chase & Co. increased their target price on shares of UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research report on Thursday, October 9th. Seventeen research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $385.54.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth published external reviews and made previously internal audit findings public as part of a transparency push — a governance move that could restore stakeholder trust over time and reduce regulatory risk. UnitedHealth Published External Reviews as Part of Transparency Push
• Positive Sentiment: Management released 23 action plans from an independent audit and committed to complete implementation by end of March, showing a clear remediation timeline that investors can monitor. This reduces execution uncertainty if plans are delivered. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Positive Sentiment: Analysts and outlets are pitching UNH as an attractive dividend/long-term buy for 2026 given scale and cash flow, which could draw income-focused buyers despite near-term volatility. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?
• Neutral Sentiment: Reuters reports the company will standardize and automate processes in its health services and pharmacy units — likely to improve efficiency long term but may cause near-term implementation costs. UnitedHealth pledges operational changes after external audits
• Neutral Sentiment: Coverage is reframing UNH’s trajectory as “back to basics” for 2026 and re-evaluating valuation after a steep multi-quarter decline — helpful context but not immediate catalysts. How UnitedHealth will be getting ‘back to basics’ in 2026
• Neutral Sentiment: Analyst writeups and comparison pieces (e.g., UNH vs. Eli Lilly) are prompting renewed investor debate on whether UNH’s pullback creates a buying opportunity or signals deeper secular concerns. Better Buy in 2026: UnitedHealth Group or Eli Lilly?
• Neutral Sentiment: Recent Chinese-language market updates and stock-commentary pieces summarize analyst views and outlooks ahead of year-end — useful for sentiment tracking but not new catalysts. UnitedHealth Group (UNH) Stock Update: Insights and Analyst Predictions Ahead of December 18, 2025 UNH Stock’s Transition From Stability To Growth
• Negative Sentiment: Patient backlash and the breadth of issues revealed by audits have hurt sentiment and could invite closer regulatory scrutiny or legal risk, pressuring the stock near term. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Negative Sentiment: UNH has endured a steep 2025 drawdown (~35% YTD), prompting valuation re‑ratings and increased volatility — a macro reason some investors are selling rather than buying the remediation story. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?

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.