Mutual of America Capital Management LLC Decreases Stake in UnitedHealth Group Incorporated $UNH

Mutual of America Capital Management LLC trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 7.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 102,399 shares of the healthcare conglomerate’s stock after selling 8,778 shares during the period. UnitedHealth Group comprises about 0.4% of Mutual of America Capital Management LLC’s holdings, making the stock its 28th biggest position. Mutual of America Capital Management LLC’s holdings in UnitedHealth Group were worth $35,358,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the business. LFA Lugano Financial Advisors SA acquired a new position in UnitedHealth Group in the 2nd quarter valued at about $25,000. Sagard Holdings Management Inc. acquired a new position in UnitedHealth Group in the second quarter valued at $29,000. Islay Capital Management LLC acquired a new stake in UnitedHealth Group during the 2nd quarter worth approximately $31,000. Grey Fox Wealth Advisors LLC acquired a new position in shares of UnitedHealth Group during the 3rd quarter valued at $33,000. Finally, Riggs Asset Managment Co. Inc. lifted its stake 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 worth $33,000 after purchasing an additional 43 shares in the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Up 0.6%

NYSE UNH opened at $356.46 on Monday. The firm has a 50-day simple moving average of $332.07 and a 200 day simple moving average of $323.59. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. The stock has a market cap of $322.89 billion, a PE ratio of 18.60, a PEG ratio of 2.15 and a beta of 0.42. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping analysts’ consensus estimates of $2.87 by $0.05. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The firm had revenue of $113.16 billion during the quarter, compared to analysts’ expectations of $113.19 billion. During the same quarter last year, the company earned $7.15 earnings per share. The company’s revenue for the quarter was up 12.2% compared to the same quarter last year. On average, research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were given a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.5%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 46.14%.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on UNH shares. Zacks Research upgraded shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. KeyCorp boosted their price objective on shares of UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Wednesday, October 8th. JPMorgan Chase & Co. increased their price objective on shares of UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a report on Thursday, October 9th. TD Cowen boosted 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. Finally, Leerink Partners set a $410.00 price objective on shares of UnitedHealth Group and gave the company an “outperform” rating in a research note on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $386.33.

Key UnitedHealth Group News

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

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.