UnitedHealth Group Incorporated $UNH Shares Sold by Tritonpoint Wealth LLC

Tritonpoint Wealth LLC cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 23.0% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 10,014 shares of the healthcare conglomerate’s stock after selling 2,992 shares during the period. Tritonpoint Wealth LLC’s holdings in UnitedHealth Group were worth $3,306,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of UNH. Beacon Financial Strategies CORP purchased a new stake in shares of UnitedHealth Group during the fourth quarter worth approximately $26,000. Sagard Holdings Management Inc. acquired a new position in UnitedHealth Group during the 2nd quarter worth approximately $29,000. Foster Dykema Cabot & Partners LLC raised its holdings in shares of UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares in the last quarter. 1248 Management LLC acquired a new position in shares of UnitedHealth Group during the third quarter worth $29,000. Finally, Holos Integrated Wealth LLC acquired a new stake in UnitedHealth Group in the fourth quarter valued at $29,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on UNH shares. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. JPMorgan Chase & Co. cut their price objective 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. Truist Financial dropped their target price on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Jefferies Financial Group decreased their price objective on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Finally, UBS Group cut their target price on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $363.38.

UnitedHealth Group Trading Up 0.0%

Shares of UnitedHealth Group stock opened at $277.30 on Friday. The company’s fifty day moving average is $283.03 and its two-hundred day moving average is $319.91. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79. The company has a market capitalization of $251.70 billion, a P/E ratio of 21.02, a PEG ratio of 1.28 and a beta of 0.40.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.02. The business had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

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

More UnitedHealth Group News

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

• Positive Sentiment: Raymond James upgraded UNH to Outperform and set a $330 target, citing higher earnings upside from Optum margin improvement and AI initiatives — a catalyst for near‑term buying interest. UnitedHealth Group (NYSE:UNH) Trading 1.2% Higher After Analyst Upgrade
• Positive Sentiment: Analysts and outlets are highlighting UNH’s planned multibillion‑dollar AI spend (including the Avery generative AI platform) as a lever to speed claims processing and lower costs — a medium‑term margin story if execution succeeds. How UnitedHealth’s AI Bet And Optum Margin Push At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Neutral Sentiment: Coverage pointing to a “quiet turnaround” and pieces framing UNH as a recovery/opportunity trade reflect growing investor interest but hinge on sustained margin progress and regulatory outcome. These narratives support demand but don’t remove execution risk. The Quiet Turnaround In UnitedHealth
• Neutral Sentiment: Analyses benchmarking Q4 and longer‑term valuation debates highlight that UNH’s recent share decline has attracted some buy‑the‑dip interest from bullish analysts, balancing skepticism over near‑term volatility. Health Insurance Providers Stocks Q4 Recap: Benchmarking UnitedHealth (NYSE:UNH)
• Negative Sentiment: Mairs & Power flagged that UnitedHealth’s own operational issues in 2025 were a material drag — a reminder that execution lapses (claims, workflows) can erase expected benefits from tech investments and weigh near‑term results. Self-Inflicted Operational Issues Pressured UnitedHealth Group (UNH) In 2025
• Negative Sentiment: Leerink warns of sizable RADV (risk‑adjustment) audit exposure — a regulatory/financial risk that could lead to Medicare Advantage revenue adjustments and earnings pressure if assessments materialize. This is a key downside risk for investors to monitor. Leerink sees UnitedHealth stock facing largest RADV audit exposure

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.