UnitedHealth Group Incorporated $UNH Shares Sold by Coastal Bridge Advisors LLC

Coastal Bridge Advisors LLC reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 62.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,985 shares of the healthcare conglomerate’s stock after selling 3,318 shares during the period. Coastal Bridge Advisors LLC’s holdings in UnitedHealth Group were worth $685,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. North Capital Inc. boosted its holdings in shares of UnitedHealth Group by 16.2% during the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after purchasing an additional 27 shares during the last quarter. Sunflower Bank N.A. boosted its stake in UnitedHealth Group by 1.5% in the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after buying an additional 28 shares during the last quarter. Axis Wealth Partners LLC increased its stake in shares of UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after acquiring an additional 28 shares during the last quarter. Abound Wealth Management boosted its position in shares of UnitedHealth Group by 13.5% in the third quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after acquiring an additional 29 shares during the last quarter. Finally, Seamount Financial Group Inc. increased its position in UnitedHealth Group by 4.7% during the second quarter. Seamount Financial Group Inc. now owns 818 shares of the healthcare conglomerate’s stock worth $255,000 after purchasing an additional 37 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of research analyst reports. Morgan Stanley dropped their price objective on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a report on Friday, January 23rd. Wells Fargo & Company raised their price objective on UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, October 7th. Bank of America increased their target price on shares of UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Royal Bank Of Canada reduced their price target on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research report on Wednesday. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $380.67.

UnitedHealth Group News Summary

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

• Positive Sentiment: Market and analyst support — Several firms kept buy/overweight ratings or reiterated long-term confidence after the Q4 release, arguing the sell-off may be overdone and highlighting UnitedHealth’s underlying margin initiatives and long-term fundamentals. UnitedHealth Q4 Earnings Review: The Selloff Looks Overdone After Results
• Positive Sentiment: Short-term rebound in ETFs — Healthcare ETFs and related funds moved as UNH bounced (~4% at one point) on a mixed Q4 print plus commentary that 2026 cost trends could improve, which likely supported intraday buying from funds and momentum traders. Healthcare ETFs in Focus as UnitedHealth Rises 4% Post Mixed Q4 Results
• Neutral Sentiment: Modest analyst target tweaks — Morgan Stanley trimmed its price target slightly to $409 but kept an Overweight rating, signaling stabilized expectations rather than a wholesale shift in conviction. This is a modest signal versus outright downgrades. UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley as Outlook Stabilizes
• Negative Sentiment: Large put-option activity — Unusually high put buying (376,697 contracts, +131% vs. typical volume) indicates elevated downside hedging or speculative bearish positioning, increasing near-term downside pressure on the stock.
• Negative Sentiment: Analyst price-target cuts — Multiple firms reduced targets (examples: Jefferies to $340, Leerink to $345, Oppenheimer to $385, RBC to $361, UBS trimmed targets), which amplifies pessimism around near-term earnings/guidance and contributes to downward momentum.
• Negative Sentiment: Guidance & Medicare payment shock — The main catalyst for the rout was a cautious FY2026 outlook and disappointing Medicare Advantage payment updates; investors marked the company down sharply on lower-than-expected forward cash/earnings visibility. UnitedHealth (UNH) Loses 19.6% on Weak Outlook, Medicare Payment Update
• Negative Sentiment: Political stock sales & market-cap hit — Reports of politicians selling UNH before the crash and headlines about a $50–99 billion market-cap loss have heightened scrutiny and negative sentiment, which can prolong volatility. These 3 U.S. politicians suspiciously dumped UnitedHealth stock weeks before crash
• Negative Sentiment: Bearish commentary and “trap” warnings — Multiple op-eds and analyst notes argue the recovery may take time or that buying the dip could be a trap; that negative narrative is pressuring demand for the stock in the near term. UnitedHealth: Buying The Dip Could Be A Trap

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $292.20 on Friday. The firm’s fifty day moving average price is $331.39 and its 200 day moving average price is $323.38. 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 company has a market capitalization of $264.69 billion, a price-to-earnings ratio of 22.15, a price-to-earnings-growth ratio of 1.75 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.

UnitedHealth Group (NYSE:UNH) last released its quarterly 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 return on equity of 14.79% and a net margin of 2.69%.The business had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter in the previous year, the firm posted $6.81 earnings per share. The company’s revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were paid 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 67.02%.

UnitedHealth Group 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.