RWA Wealth Partners LLC Has $2.16 Million Stock Position in UnitedHealth Group Incorporated $UNH

27 Feb 2026, 11:20 by Kim Johansen · The Markets Daily

RWA Wealth Partners LLC cut its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 39.1% in the third quarter, Holdings Channel.com reports. The institutional investor owned 6,250 shares of the healthcare conglomerate’s stock after selling 4,017 shares during the period. RWA Wealth Partners LLC’s holdings in UnitedHealth Group were worth $2,158,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in UNH. JFS Wealth Advisors LLC grew its position in UnitedHealth Group by 9.2% during the 3rd quarter. JFS Wealth Advisors LLC now owns 1,048 shares of the healthcare conglomerate’s stock worth $362,000 after purchasing an additional 88 shares in the last quarter. North Star Asset Management Inc. grew its holdings in shares of UnitedHealth Group by 8.0% during the third quarter. North Star Asset Management Inc. now owns 30,465 shares of the healthcare conglomerate’s stock valued at $10,520,000 after buying an additional 2,254 shares in the last quarter. Waddell & Associates LLC lifted its stake in UnitedHealth Group by 17.5% in the 3rd quarter. Waddell & Associates LLC now owns 1,964 shares of the healthcare conglomerate’s stock worth $678,000 after acquiring an additional 293 shares in the last quarter. Rollins Financial Advisors LLC purchased a new position in UnitedHealth Group during the 3rd quarter valued at about $203,000. Finally, Thoroughbred Financial Services LLC lifted its position in shares of UnitedHealth Group by 6.8% in the third quarter. Thoroughbred Financial Services LLC now owns 6,372 shares of the healthcare conglomerate’s stock worth $2,200,000 after purchasing an additional 404 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group News Summary

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

Positive Sentiment: Board-approved quarterly dividend of $2.21 per share (3.1% yield), ex-dividend March 9 — supports income investors and can stabilize the share base. UnitedHealth Group Board Authorizes Payment of Quarterly Dividend
Positive Sentiment: Sector rotation into defensive healthcare is benefiting names like UNH as investors trim cyclical tech and staples exposure — a tailwind for shares. Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.
Positive Sentiment: Analysts argue UNH’s scale and diversified model give it more upside vs. peers (e.g., Humana) as managed-care margins are tested — a relative-strength story that can attract money into UNH. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
Neutral Sentiment: Coverage pieces note UNH is slightly lower since the last earnings report and are parsing forward EPS/assumptions — watch revisions rather than headlines for near-term impact. UnitedHealth (UNH) Down 3.3% Since Last Earnings Report: Can It Rebound?
Neutral Sentiment: Commentary that UNH has underperformed the Dow over the past year is drawing cautious analyst views — signals attention but no immediate directional catalyst. Is UnitedHealth Stock Underperforming the Dow?
Negative Sentiment: Aristotle Growth Equity Fund disclosed it exited UNH citing lowered guidance — a vote of concern from an institutional holder and potential selling pressure. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
Negative Sentiment: Major selloff context: UNH plunged ~23% in under a month after weak FY guidance plus a proposed near-flat 2027 reimbursement update — a regulatory shock that materially increases earnings uncertainty. Is The Bottom In For UNH Stock After Its Dramatic 23% Slide?
Negative Sentiment: UnitedHealthcare’s core margins have been squeezed by surging medical costs; management is flagging repricing and utilization levers for 2026 but execution risk remains. UnitedHealthcare Under Pressure: Can UNH’s Core Business Rebound?

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the stock. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Evercore raised UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Leerink Partners lowered their price target on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Finally, Jefferies Financial Group reduced their target price on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $372.13.

Check Out Our Latest Research Report on UnitedHealth Group

UnitedHealth Group Trading Up 0.9%

Shares of UNH stock opened at $286.63 on Friday. The business’s 50 day moving average is $312.67 and its two-hundred day moving average is $325.17. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The company has a market cap of $259.64 billion, a PE ratio of 21.73, a price-to-earnings-growth ratio of 1.31 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. The business had revenue of $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. UnitedHealth Group’s revenue was up 12.3% compared to the same quarter last year. During the same period last year, the business posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be paid a dividend of $2.21 per share. The ex-dividend date is Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 3.1%. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

UnitedHealth Group Company 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.

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.