Woodard & Co. Asset Management Group Inc. ADV Sells 4,322 Shares of UnitedHealth Group Incorporated $UNH

Woodard & Co. Asset Management Group Inc. ADV reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 87.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 645 shares of the healthcare conglomerate’s stock after selling 4,322 shares during the quarter. Woodard & Co. Asset Management Group Inc. ADV’s holdings in UnitedHealth Group were worth $223,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. BIP Wealth LLC boosted its position in UnitedHealth Group by 5.1% during the 3rd quarter. BIP Wealth LLC now owns 907 shares of the healthcare conglomerate’s stock valued at $313,000 after acquiring an additional 44 shares in the last quarter. Detalus Advisors LLC boosted its position in shares of UnitedHealth Group by 2.8% during the third quarter. Detalus Advisors LLC now owns 1,564 shares of the healthcare conglomerate’s stock valued at $540,000 after purchasing an additional 43 shares in the last quarter. CVA Family Office LLC raised its holdings in UnitedHealth Group by 23.1% in the third quarter. CVA Family Office LLC now owns 2,084 shares of the healthcare conglomerate’s stock worth $719,000 after purchasing an additional 391 shares in the last quarter. Twin Peaks Wealth Advisors LLC boosted its holdings in shares of UnitedHealth Group by 28.4% during the 3rd quarter. Twin Peaks Wealth Advisors LLC now owns 1,884 shares of the healthcare conglomerate’s stock valued at $650,000 after buying an additional 417 shares in the last quarter. Finally, Triad Wealth Partners LLC increased its stake in shares of UnitedHealth Group by 38.8% in the 3rd quarter. Triad Wealth Partners LLC now owns 3,596 shares of the healthcare conglomerate’s stock worth $1,242,000 after acquiring an additional 1,005 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Management said it will rebate 2026 profits from its ACA plans, a proactive step that investors view as removing regulatory/political uncertainty and softening the risk of harsher legislative action. UnitedHealth to offer rebates to its Obamacare customers
• Positive Sentiment: Analyst coverage and institutional interest remain supportive (multiple buy/overweight ratings and mid?$300s–$400s+ price targets), which helps underpin the stock amid recent volatility. UnitedHealth Group Stock (UNH) Opinions on Senate Medicare Report
• Positive Sentiment: Business mix (scale and Optum diversification) continues to be cited as a competitive advantage when comparing UNH to smaller insurers, supporting longer?term earnings resilience. UNH vs. MOH: Which Insurer Can Better Navigate Current Volatility?
• Neutral Sentiment: Upcoming catalysts (investor notes flagging Jan. 27) could drive short?term moves as investors await further commentary or reports. Dear UnitedHealth Stock Fans, Mark Your Calendars for January 27
• Neutral Sentiment: Recent commentary pieces and price/valuation checks are probing whether current price weakness already reflects risks — useful context but not an immediate catalyst. Is UnitedHealth Group (UNH) Pricing Reflect Its Value After Prolonged Share Price Weakness
• Negative Sentiment: The decision to rebate ACA plan profits will reduce 2026 earnings and margins versus prior expectations, a direct near?term earnings headwind investors must model. UnitedHealth to Rebate 2026 ACA Profits as Congress Debates Extending Premium Tax Credits
• Negative Sentiment: Ongoing scrutiny from a recent Senate report alleging aggressive Medicare payment tactics raises potential regulatory, legal and reputational risk. UnitedHealth Group Stock (UNH) Opinions on Senate Medicare Report
• Negative Sentiment: High?profile media voices prefer peers (e.g., Jim Cramer favoring CVS over UNH), which can influence short?term flows and investor sentiment. Jim Cramer Says “Let’s Buy CVS, Not UnitedHealth”

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the stock. Piper Sandler cut their price objective on shares of UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating on the stock in a report on Tuesday, October 28th. Royal Bank Of Canada upped their price target on UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Wells Fargo & Company boosted their target price on UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, October 7th. JPMorgan Chase & Co. lifted their price target on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research report on Thursday, October 9th. Finally, UBS Group increased their price objective on shares of UnitedHealth Group from $378.00 to $430.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $385.75.

UnitedHealth Group Trading Up 2.7%

UnitedHealth Group stock opened at $347.70 on Thursday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The business’s fifty day moving average is $330.93 and its 200 day moving average is $322.74. 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 stock has a market capitalization of $314.96 billion, a PE ratio of 18.15, a price-to-earnings-growth ratio of 2.04 and a beta of 0.42.

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

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders 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 2.5%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend 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.