Robeco Schweiz AG Sells 1,864 Shares of UnitedHealth Group Incorporated $UNH

Robeco Schweiz AG trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 9.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,261 shares of the healthcare conglomerate’s stock after selling 1,864 shares during the quarter. Robeco Schweiz AG’s holdings in UnitedHealth Group were worth $6,306,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in UNH. Geode Capital Management LLC boosted its stake in UnitedHealth Group by 3.3% during the 2nd quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock valued at $6,624,411,000 after purchasing an additional 675,075 shares during the last quarter. Norges Bank purchased a new position in shares of UnitedHealth Group during the second quarter valued at approximately $3,837,207,000. Dodge & Cox raised its position in UnitedHealth Group by 117.7% in the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after buying an additional 4,730,192 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in UnitedHealth Group by 6.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock worth $2,340,346,000 after acquiring an additional 432,084 shares during the last quarter. Finally, Amundi lifted its position in shares of UnitedHealth Group by 33.8% during the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after purchasing an additional 1,565,245 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

UNH has been the topic of several research analyst reports. The Goldman Sachs Group began coverage on UnitedHealth Group in a research report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price objective on the stock. Weiss Ratings upgraded shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, October 24th. Sanford C. Bernstein lifted their price target on shares of UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Mizuho boosted their target price on UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research note on Thursday, October 9th. Finally, Deutsche Bank Aktiengesellschaft lowered UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective for the company. in a report on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $385.75.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Re-affirmed 2026 guidance and ACA subsidy developments support upside — bullish investors note UnitedHealth reiterated full?year 2026 guidance and recent Senate action to extend ACA subsidies (though a veto was hinted at), removing a key downside risk to membership and revenue growth; some analysts/notes argue this sets the stock up to retake prior highs. UnitedHealth Could Re-Take Its All-Time High In 2026
• Positive Sentiment: New Milliman studies bolstering Medicare Advantage economics — UnitedHealth released commissioned actuarial work concluding Medicare Advantage is lower cost to the federal government and lower out?of?pocket for beneficiaries, giving UNH policy/PR ammunition to defend MA business and earnings. New Independent Studies: Medicare Advantage Delivers Greater Value
• Neutral Sentiment: Media and retail coverage — televised/influencer pieces and inclusion in dividend screens generate attention but are unlikely to move fundamentals near-term; useful for flow/interest context. Final Trades: Capital One, UnitedHealth, Regeneron and Alibaba The Dogs of the Dow
• Negative Sentiment: Senate report alleging aggressive Medicare?advantage coding tactics hit sentiment — a U.S. Senate committee and major outlets (WSJ/Reuters) reported the company used aggressive methods to capture payment?boosting diagnoses; the story prompted sell?side commentary and intraday weakness as the alleged practices raise regulatory, legal and reimbursement risks. Senate report says UnitedHealth used aggressive tactics to boost medicare payments, WSJ reports UnitedHealth Medicare Senate Report (WSJ)

UnitedHealth Group Stock Performance

NYSE UNH opened at $334.00 on Wednesday. The stock has a market capitalization of $302.55 billion, a PE ratio of 17.43, a P/E/G ratio of 2.06 and a beta of 0.42. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company’s 50 day simple moving average is $329.72 and its two-hundred day simple moving average is $321.78. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (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 company had revenue of $113.16 billion during the quarter, compared to analyst estimates of $113.19 billion. During the same quarter last year, the company earned $7.15 earnings per share. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. Analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were issued a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s payout ratio 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.