TFR Capital LLC. Lowers Stake in UnitedHealth Group Incorporated $UNH

25 Jan 2026, 08:32 by Teresa Graham · The Cerbat Gem

TFR Capital LLC. reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 68.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,027 shares of the healthcare conglomerate’s stock after selling 4,463 shares during the quarter. TFR Capital LLC.’s holdings in UnitedHealth Group were worth $700,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. North Capital Inc. raised its holdings in shares of UnitedHealth Group by 16.2% during the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after purchasing an additional 27 shares during the period. Sunflower Bank N.A. raised its stake in UnitedHealth Group by 1.5% during the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after acquiring an additional 28 shares during the period. Axis Wealth Partners LLC grew its holdings in shares of UnitedHealth Group by 1.7% during the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after purchasing an additional 28 shares during the last quarter. Abound Wealth Management lifted its holdings in shares of UnitedHealth Group by 13.5% in the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after purchasing an additional 29 shares during the last quarter. Finally, Seamount Financial Group Inc. grew its stake in UnitedHealth Group by 4.7% during the 2nd quarter. Seamount Financial Group Inc. now owns 818 shares of the healthcare conglomerate’s stock worth $255,000 after buying an additional 37 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting UnitedHealth Group

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

Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Bank of America boosted their price target on shares of UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a report on Wednesday, October 8th. The Goldman Sachs Group started coverage on shares of UnitedHealth Group in a research report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 target price for the company. Barclays lifted their price target on UnitedHealth Group from $386.00 to $391.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Leerink Partners set a $410.00 target price on UnitedHealth Group and gave the company an “outperform” rating in a research report on Wednesday, October 29th. Finally, KeyCorp increased their price target on UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $386.33.

Check Out Our Latest Stock Analysis on UNH

UnitedHealth Group Stock Up 0.6%

Shares of UNH stock opened at $356.46 on Friday. 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 stock has a market cap of $322.89 billion, a PE ratio of 18.60, a price-to-earnings-growth ratio of 2.15 and a beta of 0.42. The business’s fifty day moving average is $332.07 and its 200-day moving average is $323.44. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36.

UnitedHealth Group (NYSE:UNH – Get Free Report) last released its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) 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 analyst estimates of $113.19 billion. During the same period in the previous year, the company earned $7.15 earnings per share. UnitedHealth Group’s revenue was up 12.2% compared to the same quarter last year. Equities analysts expect 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 issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 46.14%.

UnitedHealth Group Profile

(Free Report)

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.