Retirement Systems of Alabama Boosts Stock Position in UnitedHealth Group Incorporated $UNH

Retirement Systems of Alabama increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 13.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 410,123 shares of the healthcare conglomerate’s stock after buying an additional 49,174 shares during the period. Retirement Systems of Alabama’s holdings in UnitedHealth Group were worth $141,615,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of UNH. LFA Lugano Financial Advisors SA bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $25,000. Sagard Holdings Management Inc. purchased a new stake in shares of UnitedHealth Group during the 2nd quarter worth $29,000. Islay Capital Management LLC purchased a new position in UnitedHealth Group in the second quarter worth $31,000. Grey Fox Wealth Advisors LLC acquired a new stake in UnitedHealth Group in the third quarter worth about $33,000. Finally, Riggs Asset Managment Co. Inc. grew its holdings in shares of UnitedHealth Group by 69.4% during the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after buying an additional 43 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Up 0.6%

Shares of UNH opened at $356.46 on Friday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company’s 50-day simple moving average is $332.07 and its 200-day simple moving average is $323.44. The stock has a market capitalization of $322.89 billion, a PE ratio of 18.60, a P/E/G ratio of 2.15 and a beta of 0.42. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82.

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, topping analysts’ consensus estimates of $2.87 by $0.05. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The business had revenue of $113.16 billion for the quarter, compared to analyst estimates of $113.19 billion. During the same quarter in the prior year, the company earned $7.15 earnings per share. The company’s revenue was up 12.2% on a year-over-year basis. Analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm 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. The ex-dividend date was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
• Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
• Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
• Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
• Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
• Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

Analysts Set New Price Targets

Several research firms have commented on UNH. The Goldman Sachs Group assumed coverage on shares of UnitedHealth Group in a report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price target on the stock. Bank of America lifted their price target on UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a research note on Wednesday, October 8th. Weiss Ratings reissued a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday. Morgan Stanley cut their price target on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a report on Friday. Finally, Evercore ISI raised shares of UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $386.33.

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.