Keybank National Association OH Has $55.59 Million Holdings in UnitedHealth Group Incorporated $UNH

Keybank National Association OH reduced its position in UnitedHealth Group Incorporated (NYSE:UNH) by 11.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 160,983 shares of the healthcare conglomerate’s stock after selling 21,437 shares during the period. Keybank National Association OH’s holdings in UnitedHealth Group were worth $55,588,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. LFA Lugano Financial Advisors SA acquired a new position in shares of UnitedHealth Group in the second quarter worth $25,000. Sagard Holdings Management Inc. acquired a new position in UnitedHealth Group in the 2nd quarter worth about $29,000. Cloud Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the 3rd quarter valued at about $32,000. Grey Fox Wealth Advisors LLC bought a new position in UnitedHealth Group during the third quarter valued at approximately $33,000. Finally, Islay Capital Management LLC bought a new stake in UnitedHealth Group in the second quarter worth approximately $31,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: Q4 beat and near-term optimism: UNH reported an EPS beat that briefly lifted sentiment and helped the stock rally after the print. That positive earnings surprise shows operations can still deliver despite headwinds. UnitedHealth Group (NYSE:UNH) Shares Up 4% After Earnings Beat
• Positive Sentiment: Potential policy upside: Commentary that UNH is negotiating with the administration for more favorable Medicare rates is a tailwind if realized, supporting longer-term policy risk mitigation. 5 Stocks Primed for a Turnaround in 2026
• Neutral Sentiment: Modest analyst adjustments but continued support: Morgan Stanley trimmed its target slightly while keeping an Overweight rating, signaling analyst conviction remains even as near-term assumptions are revised. UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley
• Neutral Sentiment: Investor debate on durability: Several analyst pieces argue the current weakness may be temporary (AI-driven efficiencies, margin recovery) — this creates mixed near-term flows as value buyers size positions vs. risk-averse sellers. UnitedHealth: Opportunity Is Here – Temporary FY2026 Pain
• Negative Sentiment: Analyst price-target cuts: Barclays and Wells Fargo lowered targets (while keeping Overweight ratings), signaling reduced near-term expectations and likely weighing on buying momentum. Analyst Price Target Changes (Benzinga)
• Negative Sentiment: Regulatory/reimbursement pressure: Proposed smaller Medicare reimbursements and government scrutiny of insurer margins remain the largest catalyst for the sell-off and uncertainty around 2026-27 margins. UnitedHealth Plunges After Weak Earnings
• Negative Sentiment: Elevated bearish positioning: Unusual options activity showed a large jump in put buying, indicating short-term hedging or speculative bearish bets that can amplify downward moves. (Options volume data reported 376,697 puts traded vs. average ~163k.)

UnitedHealth Group Stock Performance

NYSE UNH opened at $287.03 on Friday. The company’s fifty day moving average is $330.74 and its two-hundred day moving average is $323.29. The firm has a market capitalization of $260.00 billion, a price-to-earnings ratio of 21.76, a P/E/G ratio of 1.35 and a beta of 0.42. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36.

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

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were given a dividend of $2.21 per share. The ex-dividend date was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.1%. UnitedHealth Group’s dividend payout ratio (DPR) is 67.02%.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on UNH shares. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday. Royal Bank Of Canada decreased their price target on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research note on Wednesday. Mizuho boosted their target price on UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a report on Thursday, October 9th. Bank of America increased their price target on UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a report on Wednesday, October 8th. Finally, Evercore ISI raised shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. 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 stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $376.75.

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.