HB Wealth Management LLC lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 8.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 44,932 shares of the healthcare conglomerate’s stock after selling 4,020 shares during the period. HB Wealth Management LLC’s holdings in UnitedHealth Group were worth $15,515,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds and other institutional investors have also added to or reduced their stakes in UNH. Brighton Jones LLC increased its stake in UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after purchasing an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after buying an additional 2,324 shares during the last quarter. Woodline Partners LP raised its holdings in shares of UnitedHealth Group by 47.7% in the 1st quarter. Woodline Partners LP now owns 77,751 shares of the healthcare conglomerate’s stock worth $40,722,000 after acquiring an additional 25,094 shares during the last quarter. SCS Capital Management LLC acquired a new position in UnitedHealth Group during the 1st quarter valued at about $2,414,000. Finally, Bayforest Capital Ltd raised its stake in shares of UnitedHealth Group by 685.7% in the first quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 48 shares during the last quarter. 87.86% of the stock is owned by institutional investors.
Wall Street Analysts Forecast Growth
Several equities research analysts recently issued reports on UNH shares. Wells Fargo & Company upped 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. KeyCorp upped 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. Jefferies Financial Group boosted their price target on shares of UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a report on Friday, October 17th. Sanford C. Bernstein increased their price objective on shares of UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Finally, JPMorgan Chase & Co. upped their target price on UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a report on Thursday, October 9th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $385.75.
Key Headlines Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Analyst confidence has been rising, recasting UNH’s investment story toward a steadier, buy-and-hold narrative as analysts point to durable cash flow and margin resilience. This supports multiple expansion and institutional demand. How Rising Analyst Confidence At UnitedHealth Group (UNH) Has Changed Its Investment Story
- Positive Sentiment: Motley Fool included UNH among top Dow picks for 2026, highlighting long-term growth drivers (Medicare Advantage, Optum services) that can attract buy-side interest and support the stock. 2 Dow Stocks to Buy Hand Over Fist in 2026 and 1 to Avoid
- Positive Sentiment: An analyst named UNH a top pick and nudged up its price target, a catalyst that likely supported earlier intraday buying and underpins upside expectations versus peers. Why UnitedHealth Stock Bumped Higher Today
- Positive Sentiment: Evercore upgraded UNH to Outperform despite noting elevated utilization trends — the upgrade signals confidence in management’s ability to manage costs and sustain growth, which can attract buyers. UnitedHealth wins outperform at Evercore despite elevated utilization trends
- Neutral Sentiment: Some analysts are reworking the earnings-recovery narrative, tempering near-term growth expectations as utilization patterns fluctuate; this introduces near-term uncertainty even as the longer-term thesis remains intact. Looking At The Narrative For UnitedHealth Group UNH After Shifting Earnings Recovery Expectations
UnitedHealth Group Stock Down 2.0%
UnitedHealth Group stock opened at $341.96 on Thursday. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71. The company has a market capitalization of $309.76 billion, a P/E ratio of 17.85, a P/E/G ratio of 2.11 and a beta of 0.42. The firm has a 50 day moving average price of $329.42 and a 200-day moving average price of $320.61. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36.
UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, beating the consensus estimate of $2.87 by $0.05. The business had revenue of $113.16 billion for 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%.UnitedHealth Group’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $7.15 earnings per share. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.
UnitedHealth Group Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were given a $2.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 2.6%. UnitedHealth Group’s payout ratio is 46.14%.
UnitedHealth Group Company 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.
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