UnitedHealth Group Incorporated $UNH Shares Sold by New York State Teachers Retirement System

New York State Teachers Retirement System cut its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 1.8% in the 3rd quarter, HoldingsChannel reports. The fund owned 750,653 shares of the healthcare conglomerate’s stock after selling 13,569 shares during the period. UnitedHealth Group accounts for approximately 0.5% of New York State Teachers Retirement System’s holdings, making the stock its 27th largest holding. New York State Teachers Retirement System’s holdings in UnitedHealth Group were worth $259,200,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. LFA Lugano Financial Advisors SA bought a new position in UnitedHealth Group during the second quarter valued at about $25,000. Bayforest Capital Ltd lifted its stake in UnitedHealth Group by 685.7% during the first quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 48 shares during the last quarter. Sagard Holdings Management Inc. acquired a new position in UnitedHealth Group in the second quarter worth approximately $29,000. Islay Capital Management LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth $31,000. Finally, Riggs Asset Managment Co. Inc. increased its position in shares of UnitedHealth Group by 69.4% in the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after acquiring an additional 43 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

NYSE UNH opened at $343.83 on Friday. 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 cap of $311.46 billion, a P/E ratio of 17.95, a price-to-earnings-growth ratio of 2.08 and a beta of 0.42. The stock’s 50-day moving average is $329.51 and its two-hundred day moving average is $321.20. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36.

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

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were paid a dividend of $2.21 per share. The ex-dividend date was Monday, December 8th. This represents a $8.84 annualized dividend and a yield of 2.6%. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Analysts Set New Price Targets

UNH has been the subject of a number of research analyst reports. Leerink Partners set a $410.00 target price on UnitedHealth Group and gave the company an “outperform” rating in a report on Wednesday, October 29th. Royal Bank Of Canada raised their price objective on UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. Deutsche Bank Aktiengesellschaft cut shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target for the company. in a report on Wednesday, October 29th. UBS Group increased their target price on shares of UnitedHealth Group from $378.00 to $430.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Finally, KeyCorp lifted their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $385.75.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Evercore analysts upgraded UnitedHealth to a “strong-buy,” signaling confidence in 2026 growth and supporting near-term upside for the stock. Evercore Analysts Love UnitedHealth Stock for 2026. Should You Buy UNH Here?
• Positive Sentiment: Bernstein raised its price target to $444 (from $440) and kept an Outperform rating, which supports higher valuation expectations for UNH. Bernstein Lifts PT on UnitedHealth Group (UNH) to $444 From $440
• Positive Sentiment: Barclays bumped its target to $391 and kept an Overweight rating, citing managed-care margin recovery that could lift UNH in 2026. UnitedHealth (UNH) Poised to Benefit as Investor Focus Shifts Away From AI, Says Barclays
• Positive Sentiment: Evercore ISI’s upgrade earlier in the week drove a short-term bounce (shares were reported up ~2% on the call), reinforcing analyst conviction that could attract flow into UNH. Zacks / Evercore ISI upgrade reporting
• Neutral Sentiment: The healthcare sector’s rebound and ETF inflows (e.g., Vanguard Health Care ETF) are creating a supportive backdrop for UNH as investors rotate into under-owned healthcare names. This ETF Is Proof That the Healthcare Rebound Is Real
• Neutral Sentiment: Coverage pieces note rising analyst confidence is changing UNH’s investment story—more upgrades and target lifts can reduce short-term volatility but also price in expectations. How Rising Analyst Confidence At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Negative Sentiment: An explanatory piece outlines factors that have recently hit UnitedHealth’s performance (operational or market pressures referenced), which helps explain why shares are softer despite bullish analyst action. Here’s What Hit UnitedHealth Group’s (UNH) Performance

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.