Robeco Institutional Asset Management B.V. Has $50.48 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Robeco Institutional Asset Management B.V. lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 27.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 146,195 shares of the healthcare conglomerate’s stock after selling 56,000 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in UnitedHealth Group were worth $50,481,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently made changes to their positions in UNH. Geode Capital Management LLC raised its position in UnitedHealth Group by 3.3% during the second quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock worth $6,624,411,000 after acquiring an additional 675,075 shares in the last quarter. Norges Bank acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth about $3,837,207,000. Dodge & Cox lifted its stake in UnitedHealth Group by 117.7% in the 2nd 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 last quarter. Charles Schwab Investment Management Inc. increased its position in UnitedHealth Group by 6.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock worth $2,340,346,000 after buying an additional 432,084 shares during the last quarter. Finally, Amundi lifted its position in shares of UnitedHealth Group by 33.8% in the second 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 during the last quarter. Institutional investors own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Analyst confidence has been rising, recasting UNH’s investment story toward a steadier, buy-and-hold narrative as analysts point to durable cash flow and margin resilience. This supports multiple expansion and institutional demand. How Rising Analyst Confidence At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Positive Sentiment: Motley Fool included UNH among top Dow picks for 2026, highlighting long-term growth drivers (Medicare Advantage, Optum services) that can attract buy-side interest and support the stock. 2 Dow Stocks to Buy Hand Over Fist in 2026 and 1 to Avoid
• Positive Sentiment: An analyst named UNH a top pick and nudged up its price target, a catalyst that likely supported earlier intraday buying and underpins upside expectations versus peers. Why UnitedHealth Stock Bumped Higher Today
• Positive Sentiment: Evercore upgraded UNH to Outperform despite noting elevated utilization trends — the upgrade signals confidence in management’s ability to manage costs and sustain growth, which can attract buyers. UnitedHealth wins outperform at Evercore despite elevated utilization trends
• Neutral Sentiment: Some analysts are reworking the earnings-recovery narrative, tempering near-term growth expectations as utilization patterns fluctuate; this introduces near-term uncertainty even as the longer-term thesis remains intact. Looking At The Narrative For UnitedHealth Group UNH After Shifting Earnings Recovery Expectations

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the company. Jefferies Financial Group raised their price target on UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a report on Friday, October 17th. TD Cowen raised their target price on shares of UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a research note on Thursday, October 30th. Deutsche Bank Aktiengesellschaft lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target on the stock. in a research note on Wednesday, October 29th. KeyCorp boosted their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, October 8th. Finally, Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, October 24th. Seventeen analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group has an average rating of “Hold” and a consensus target price of $385.75.

UnitedHealth Group Stock Down 2.0%

NYSE UNH opened at $341.96 on Thursday. The company has a market cap of $309.76 billion, a price-to-earnings ratio of 17.85, a PEG ratio of 2.11 and a beta of 0.42. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. The company has a 50 day moving average of $329.42 and a 200-day moving average of $320.61.

UnitedHealth Group (NYSE:UNH) last announced 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. The firm had revenue of $113.16 billion during the quarter, compared to analysts’ expectations of $113.19 billion. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The company’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $7.15 EPS. On average, equities research analysts expect 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. Shareholders of record on Monday, December 8th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 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.