Deltec Asset Management LLC Decreases Stake in UnitedHealth Group Incorporated $UNH

Deltec Asset Management LLC cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 31.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,420 shares of the healthcare conglomerate’s stock after selling 2,000 shares during the quarter. Deltec Asset Management LLC’s holdings in UnitedHealth Group were worth $1,526,000 as of its most recent filing with the Securities & Exchange Commission.

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

Analysts Set New Price Targets

UNH has been the subject of several analyst reports. Piper Sandler cut their price target on shares of UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a report on Tuesday, October 28th. 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. Deutsche Bank Aktiengesellschaft cut shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective on the stock. in a research report on Wednesday, October 29th. Leerink Partners set a $410.00 price target on shares of UnitedHealth Group and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Finally, The Goldman Sachs Group started coverage on shares of UnitedHealth Group in a research report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $385.75.

UnitedHealth Group News Summary

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 Price Performance

UNH stock opened at $343.83 on Friday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. The firm has a market cap of $311.46 billion, a P/E ratio of 17.95, a P/E/G ratio of 2.08 and a beta of 0.42. The firm’s fifty day moving average is $329.51 and its 200 day moving average is $321.20. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results 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. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The business had revenue of $113.16 billion during the quarter, compared to analyst estimates of $113.19 billion. During the same period in the prior year, the business posted $7.15 earnings per share. The company’s revenue was up 12.2% on a year-over-year basis. Research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis 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 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.