Narwhal Capital Management Has $2.54 Million Stock Position in UnitedHealth Group Incorporated $UNH

Narwhal Capital Management lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 48.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 7,343 shares of the healthcare conglomerate’s stock after selling 6,770 shares during the quarter. Narwhal Capital Management’s holdings in UnitedHealth Group were worth $2,536,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of UNH. North Capital Inc. lifted its stake in shares of UnitedHealth Group by 16.2% in the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after purchasing an additional 27 shares during the period. Sunflower Bank N.A. lifted its stake in UnitedHealth Group by 1.5% in the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after buying an additional 28 shares during the period. Abound Wealth Management grew its position in shares of UnitedHealth Group by 13.5% during the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after buying an additional 29 shares during the period. Western Pacific Wealth Management LP raised its position in shares of UnitedHealth Group by 12.0% in the 2nd quarter. Western Pacific Wealth Management LP now owns 336 shares of the healthcare conglomerate’s stock valued at $105,000 after acquiring an additional 36 shares during the period. Finally, Dover Advisors LLC grew its holdings in UnitedHealth Group by 0.6% during the second quarter. Dover Advisors LLC now owns 5,999 shares of the healthcare conglomerate’s stock valued at $1,872,000 after purchasing an additional 37 shares during the period. 87.86% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of recent analyst reports. UBS Group lifted their price target on shares of UnitedHealth Group from $378.00 to $430.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Piper Sandler decreased their target price on UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a research note on Tuesday, October 28th. Bank of America boosted their price objective on UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a research report on Wednesday, October 8th. Morgan Stanley lifted their price target on shares of UnitedHealth Group from $325.00 to $395.00 and gave the company an “overweight” rating in a research note on Friday, September 12th. Finally, Mizuho boosted their price objective on shares of UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research report on Thursday, October 9th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus target price of $385.75.

Key UnitedHealth Group News

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

• Positive Sentiment: Evercore analysts upgraded UnitedHealth to a “strong-buy,” signaling confidence in 2026 growth and supporting near-term upside for the stock. Evercore Analysts Love UnitedHealth Stock for 2026. Should You Buy UNH Here?
• Positive Sentiment: Bernstein raised its price target to $444 (from $440) and kept an Outperform rating, which supports higher valuation expectations for UNH. Bernstein Lifts PT on UnitedHealth Group (UNH) to $444 From $440
• Positive Sentiment: Barclays bumped its target to $391 and kept an Overweight rating, citing managed-care margin recovery that could lift UNH in 2026. UnitedHealth (UNH) Poised to Benefit as Investor Focus Shifts Away From AI, Says Barclays
• Positive Sentiment: Evercore ISI’s upgrade earlier in the week drove a short-term bounce (shares were reported up ~2% on the call), reinforcing analyst conviction that could attract flow into UNH. Zacks / Evercore ISI upgrade reporting
• Neutral Sentiment: The healthcare sector’s rebound and ETF inflows (e.g., Vanguard Health Care ETF) are creating a supportive backdrop for UNH as investors rotate into under-owned healthcare names. This ETF Is Proof That the Healthcare Rebound Is Real
• Neutral Sentiment: Coverage pieces note rising analyst confidence is changing UNH’s investment story—more upgrades and target lifts can reduce short-term volatility but also price in expectations. How Rising Analyst Confidence At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Negative Sentiment: An explanatory piece outlines factors that have recently hit UnitedHealth’s performance (operational or market pressures referenced), which helps explain why shares are softer despite bullish analyst action. Here’s What Hit UnitedHealth Group’s (UNH) Performance

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $343.83 on Friday. The firm has a market cap of $311.46 billion, a PE ratio of 17.95, a P/E/G ratio of 2.09 and a beta of 0.42. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The company’s fifty day simple moving average is $329.51 and its 200-day simple moving average is $321.09. 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 (NYSE:UNH) last issued its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping 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 for the quarter, compared to analysts’ expectations of $113.19 billion. During the same period in the previous year, the firm posted $7.15 EPS. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. Equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

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.