Riverbridge Partners LLC Sells 4,596 Shares of UnitedHealth Group Incorporated $UNH

Riverbridge Partners LLC trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 3.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 132,583 shares of the healthcare conglomerate’s stock after selling 4,596 shares during the quarter. Riverbridge Partners LLC’s holdings in UnitedHealth Group were worth $45,781,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently made changes to their positions in UNH. Brighton Jones LLC increased its position in shares of UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC increased its stake in shares of UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after buying an additional 2,324 shares during the period. AlphaQuest LLC grew its stake in UnitedHealth Group by 237.9% during the first quarter. AlphaQuest LLC now owns 2,284 shares of the healthcare conglomerate’s stock worth $1,196,000 after purchasing an additional 1,608 shares during the period. AIMZ Investment Advisors LLC boosted its holdings in shares of UnitedHealth Group by 0.8% during the 1st quarter. AIMZ Investment Advisors LLC now owns 5,578 shares of the healthcare conglomerate’s stock worth $2,922,000 after buying an additional 47 shares in the last quarter. Finally, Quantitative Investment Management LLC bought a new stake in shares of UnitedHealth Group in the 1st quarter valued at $31,706,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth published external reviews and made previously internal audit findings public as part of a transparency push — a governance move that could restore stakeholder trust over time and reduce regulatory risk. UnitedHealth Published External Reviews as Part of Transparency Push
• Positive Sentiment: Management released 23 action plans from an independent audit and committed to complete implementation by end of March, showing a clear remediation timeline that investors can monitor. This reduces execution uncertainty if plans are delivered. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Positive Sentiment: Analysts and outlets are pitching UNH as an attractive dividend/long-term buy for 2026 given scale and cash flow, which could draw income-focused buyers despite near-term volatility. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?
• Neutral Sentiment: Reuters reports the company will standardize and automate processes in its health services and pharmacy units — likely to improve efficiency long term but may cause near-term implementation costs. UnitedHealth pledges operational changes after external audits
• Neutral Sentiment: Coverage is reframing UNH’s trajectory as “back to basics” for 2026 and re-evaluating valuation after a steep multi-quarter decline — helpful context but not immediate catalysts. How UnitedHealth will be getting ‘back to basics’ in 2026
• Neutral Sentiment: Analyst writeups and comparison pieces (e.g., UNH vs. Eli Lilly) are prompting renewed investor debate on whether UNH’s pullback creates a buying opportunity or signals deeper secular concerns. Better Buy in 2026: UnitedHealth Group or Eli Lilly?
• Neutral Sentiment: Recent Chinese-language market updates and stock-commentary pieces summarize analyst views and outlooks ahead of year-end — useful for sentiment tracking but not new catalysts. UnitedHealth Group (UNH) Stock Update: Insights and Analyst Predictions Ahead of December 18, 2025 UNH Stock’s Transition From Stability To Growth
• Negative Sentiment: Patient backlash and the breadth of issues revealed by audits have hurt sentiment and could invite closer regulatory scrutiny or legal risk, pressuring the stock near term. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Negative Sentiment: UNH has endured a steep 2025 drawdown (~35% YTD), prompting valuation re?ratings and increased volatility — a macro reason some investors are selling rather than buying the remediation story. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?

Wall Street Analyst Weigh In

UNH has been the subject of a number of research reports. Leerink Partners set a $410.00 price target on shares of UnitedHealth Group and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $440.00 target price on shares of UnitedHealth Group in a research report on Tuesday, August 26th. JPMorgan Chase & Co. increased their price target on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a report on Thursday, October 9th. Truist Financial boosted their price objective on UnitedHealth Group from $310.00 to $365.00 and gave the company a “buy” rating in a report on Tuesday, September 9th. Finally, KeyCorp upped their price objective on shares of UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, October 8th. Seventeen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $385.54.

UnitedHealth Group Stock Down 0.2%

UNH opened at $327.41 on Monday. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. The firm has a market capitalization of $296.58 billion, a P/E ratio of 17.09, a PEG ratio of 2.13 and a beta of 0.43. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The company’s 50-day moving average is $336.81 and its 200 day moving average is $318.32.

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

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were paid a $2.21 dividend. The ex-dividend date was Monday, December 8th. This represents a $8.84 annualized dividend and a yield of 2.7%. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

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.