Field & Main Bank Sells 1,999 Shares of UnitedHealth Group Incorporated $UNH

Field & Main Bank reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 18.4% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,878 shares of the healthcare conglomerate’s stock after selling 1,999 shares during the period. Field & Main Bank’s holdings in UnitedHealth Group were worth $3,065,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in UNH. LFA Lugano Financial Advisors SA acquired a new stake in UnitedHealth Group in the 2nd quarter valued at $25,000. Sagard Holdings Management Inc. bought a new position in shares of UnitedHealth Group during the second quarter valued at $29,000. Islay Capital Management LLC bought a new stake in shares of UnitedHealth Group in the 2nd quarter worth about $31,000. Grey Fox Wealth Advisors LLC bought a new position in UnitedHealth Group during the 3rd quarter valued at about $33,000. Finally, Riggs Asset Managment Co. Inc. grew its stake in UnitedHealth Group by 69.4% during the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after buying an additional 43 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 4.0%

NYSE UNH opened at $294.08 on Thursday. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The stock’s 50-day moving average is $331.78 and its 200-day moving average is $323.60. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The firm has a market cap of $266.39 billion, a P/E ratio of 15.35, a P/E/G ratio of 1.69 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.22 billion for the quarter, compared to the consensus estimate of $113.38 billion. During the same period last year, the company posted $6.81 EPS. The business’s quarterly revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared 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 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s payout ratio is 46.14%.

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of research analyst reports. TD Cowen increased their price target on UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a research report on Thursday, October 30th. Morgan Stanley decreased their target price on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a report on Friday, January 23rd. UBS Group reduced their price target on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday. Evercore ISI raised shares of UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Finally, Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday. 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 issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $380.67.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Several major firms trimmed price targets but kept bullish ratings (buy/outperform), which helps stem the panic and supports a bounce as investors consider the pullback a buying opportunity. Analyst target changes
• Positive Sentiment: Media and retail-investor coverage framing the sell-off as a buy-the-dip moment (contrarian pieces and “bounce back” stories) is drawing short-term buying interest. Why UnitedHealth Group Stock Just Bounced Back
• Neutral Sentiment: Q4 results: UNH slightly beat EPS (driven by Optum Rx and other segments) but missed revenue by a small margin; management reiterated turnaround actions and provided FY2026 EPS guidance. This mixed fundamental print is keeping longer?term investors evaluating the recovery timeline. Company press release
• Neutral Sentiment: Company guidance and commentary: Reuters and others note management expects 2026 adjusted profit roughly in line with or slightly above estimates while pursuing cost controls — a mixed signal for revenue growth vs. margin improvement. Reuters profit outlook
• Negative Sentiment: Regulatory shock: a Trump administration/CMS proposal to keep Medicare Advantage payments much lower than expected triggered the initial sharp sell-off — this directly pressures UNH’s Medicare business and drove the large multi?day decline. Medicare rates story
• Negative Sentiment: Soft 2026 revenue guidance and one?time charges: management flagged a roughly 2% revenue decline for 2026 (first in decades) and absorbed a ~$1.6B restructuring hit, which undermines near?term earnings power and prompted analyst target cuts. Forbes analysis
• Negative Sentiment: Political scrutiny / insider trades: reports that some politicians sold UNH ahead of the crash have added reputational and regulatory uncertainty, intensifying the sell pressure while the story unfolds. Politician trades

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.