Frank Rimerman Advisors LLC Grows Position in UnitedHealth Group Incorporated $UNH

Frank Rimerman Advisors LLC lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 47.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 13,250 shares of the healthcare conglomerate’s stock after purchasing an additional 4,271 shares during the quarter. Frank Rimerman Advisors LLC’s holdings in UnitedHealth Group were worth $4,575,000 at the end of the most recent quarter.

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

Wall Street Analyst Weigh In

UNH has been the subject of a number of analyst reports. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday. Zacks Research raised UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Deutsche Bank Aktiengesellschaft downgraded UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective for the company. in a research report on Wednesday, October 29th. Royal Bank Of Canada lowered their price target on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a report on Wednesday. Finally, TD Cowen boosted their target price on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. One equities research 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 stock. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus price target of $376.75.

UnitedHealth Group News Roundup

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 Trading Down 1.8%

Shares of UNH stock opened at $287.03 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The firm’s 50 day moving average price is $330.74 and its two-hundred day moving average price is $323.29. The stock has a market cap of $260.00 billion, a price-to-earnings ratio of 21.76, a price-to-earnings-growth ratio of 1.35 and a beta of 0.42. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business had revenue of $113.22 billion for the quarter, compared to the consensus estimate of $113.38 billion. During the same quarter last year, the firm posted $6.81 EPS. The business’s revenue for the quarter 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, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

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

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.