Robeco Institutional Asset Management B.V. Has $50.48 Million Stake in UnitedHealth Group Incorporated $UNH

Robeco Institutional Asset Management B.V. reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 27.7% during the third quarter, HoldingsChannel reports. The firm owned 146,195 shares of the healthcare conglomerate’s stock after selling 56,000 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in UnitedHealth Group were worth $50,481,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Financial Perspectives Inc boosted its position in UnitedHealth Group by 2.1% during the third quarter. Financial Perspectives Inc now owns 4,445 shares of the healthcare conglomerate’s stock valued at $1,535,000 after acquiring an additional 90 shares during the last quarter. Granite Harbor Advisors Inc. boosted its stake in shares of UnitedHealth Group by 4.5% in the 3rd quarter. Granite Harbor Advisors Inc. now owns 1,854 shares of the healthcare conglomerate’s stock worth $640,000 after buying an additional 79 shares during the last quarter. KG&L Capital Management LLC purchased a new position in UnitedHealth Group in the third quarter valued at about $624,000. D.A. Davidson & CO. increased its holdings in UnitedHealth Group by 33.3% in the 3rd quarter. D.A. Davidson & CO. now owns 75,736 shares of the healthcare conglomerate’s stock worth $26,152,000 after acquiring an additional 18,935 shares during the last quarter. Finally, Oregon Pacific Wealth Management LLC boosted its holdings in UnitedHealth Group by 5.8% in the 3rd quarter. Oregon Pacific Wealth Management LLC now owns 1,083 shares of the healthcare conglomerate’s stock worth $374,000 after buying an additional 59 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Analyst confidence has been rising, recasting UNH’s investment story toward a steadier, buy-and-hold narrative as analysts point to durable cash flow and margin resilience. This supports multiple expansion and institutional demand. How Rising Analyst Confidence At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Positive Sentiment: Motley Fool included UNH among top Dow picks for 2026, highlighting long-term growth drivers (Medicare Advantage, Optum services) that can attract buy-side interest and support the stock. 2 Dow Stocks to Buy Hand Over Fist in 2026 and 1 to Avoid
• Positive Sentiment: An analyst named UNH a top pick and nudged up its price target, a catalyst that likely supported earlier intraday buying and underpins upside expectations versus peers. Why UnitedHealth Stock Bumped Higher Today
• Positive Sentiment: Evercore upgraded UNH to Outperform despite noting elevated utilization trends — the upgrade signals confidence in management’s ability to manage costs and sustain growth, which can attract buyers. UnitedHealth wins outperform at Evercore despite elevated utilization trends
• Neutral Sentiment: Some analysts are reworking the earnings-recovery narrative, tempering near-term growth expectations as utilization patterns fluctuate; this introduces near-term uncertainty even as the longer-term thesis remains intact. Looking At The Narrative For UnitedHealth Group UNH After Shifting Earnings Recovery Expectations

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on UNH shares. Morgan Stanley upped their target price on UnitedHealth Group from $325.00 to $395.00 and gave the stock an “overweight” rating in a research note on Friday, September 12th. Jefferies Financial Group raised their price target on UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a research report on Friday, October 17th. Sanford C. Bernstein boosted their target price on UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. Leerink Partners set a $410.00 price target on shares of UnitedHealth Group and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Finally, Bank of America boosted their target price on UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a research note on Wednesday, October 8th. Seventeen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $385.75.

UnitedHealth Group Price Performance

Shares of UNH opened at $341.96 on Thursday. 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 firm’s 50-day simple moving average is $329.42 and its two-hundred day simple moving average is $320.61. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The stock has a market cap of $309.76 billion, a PE ratio of 17.85, a price-to-earnings-growth ratio of 2.11 and a beta of 0.42.

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

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders 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 annualized dividend and a dividend yield of 2.6%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 46.14%.

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.