Cullen Frost Bankers Inc. Sells 29,527 Shares of UnitedHealth Group Incorporated $UNH

Cullen Frost Bankers Inc. lessened its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 27.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 79,459 shares of the healthcare conglomerate’s stock after selling 29,527 shares during the quarter. Cullen Frost Bankers Inc.’s holdings in UnitedHealth Group were worth $27,437,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the company. LFA Lugano Financial Advisors SA bought a new stake in UnitedHealth Group during the second quarter valued at approximately $25,000. Sagard Holdings Management Inc. bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $29,000. Islay Capital Management LLC bought a new position in UnitedHealth Group in the 2nd quarter worth $31,000. Grey Fox Wealth Advisors LLC purchased a new stake in UnitedHealth Group in the third quarter worth about $33,000. Finally, Riggs Asset Managment Co. Inc. lifted its position in shares of UnitedHealth Group by 69.4% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after buying an additional 43 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have commented on UNH. KeyCorp raised their target price on shares of UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 8th. UBS Group raised 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. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday. JPMorgan Chase & Co. upped their price objective on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research note on Thursday, October 9th. Finally, Wells Fargo & Company boosted their price target on UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, October 7th. 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 given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $386.33.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $356.46 on Friday. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The stock has a 50 day moving average of $332.07 and a 200 day moving average of $323.44. The firm has a market cap of $322.89 billion, a PE ratio of 18.60, a PEG ratio of 2.15 and a beta of 0.42.

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

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were given 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 was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is currently 46.14%.

Key UnitedHealth Group News

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

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.