Partners Wealth Management LLC Makes New Investment in UnitedHealth Group Incorporated $UNH

Partners Wealth Management LLC purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the third quarter, Holdings Channel reports. The institutional investor purchased 9,411 shares of the healthcare conglomerate’s stock, valued at approximately $3,454,000.

Other large investors have also recently bought and sold shares of the company. Soltis Investment Advisors LLC boosted its stake in shares of UnitedHealth Group by 3.1% during the 3rd quarter. Soltis Investment Advisors LLC now owns 32,623 shares of the healthcare conglomerate’s stock valued at $11,975,000 after buying an additional 969 shares during the period. Founders Financial Securities LLC raised its holdings in shares of UnitedHealth Group by 3.0% during the third quarter. Founders Financial Securities LLC now owns 1,973 shares of the healthcare conglomerate’s stock worth $724,000 after acquiring an additional 58 shares in the last quarter. Argentarii LLC boosted its position in UnitedHealth Group by 1.3% during the third quarter. Argentarii LLC now owns 4,821 shares of the healthcare conglomerate’s stock valued at $1,770,000 after purchasing an additional 60 shares during the last quarter. Fonville Wealth Management LLC acquired a new stake in shares of UnitedHealth Group during the 3rd quarter valued at about $221,000. Finally, China Universal Asset Management Co. Ltd. grew its position in UnitedHealth Group by 25.3% in the third quarter. China Universal Asset Management Co. Ltd. now owns 10,462 shares of the healthcare conglomerate’s stock worth $3,923,000 after acquiring an additional 2,115 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.19% of the stock is currently owned by company insiders.

UnitedHealth Group Price Performance

NYSE:UNH opened at $410.05 on Friday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.78. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company has a fifty day moving average price of $389.76 and a 200 day moving average price of $362.07. The stock has a market cap of $368.06 billion, a P/E ratio of 23.42, a PEG ratio of 1.47 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.14 by $0.55. The company had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The business’s quarterly revenue was down .4% on a year-over-year basis. During the same period last year, the business posted $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Analysts anticipate that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s payout ratio is currently 53.00%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Morgan Stanley raised its price target for UnitedHealth Group to $531 from $529, citing signs that Medicare margins are returning to a more favorable range. Morgan Stanley raises UnitedHealth Group price target
• Positive Sentiment: The company’s recent quarterly results exceeded expectations, with earnings and revenue above consensus estimates, while management raised its outlook. Analysts also lifted their longer-term Zacks Research estimates, including FY2027 EPS to $23.29 from $22.28 and FY2028 EPS to $26.60 from $25.74. UnitedHealth raises guidance after quarterly beat
• Neutral Sentiment: Zacks Research maintained a “Hold” rating and issued mixed estimate revisions: some 2027 and 2028 quarterly forecasts increased, while estimates for Q1 2027, Q1 2028, and Q2 2028 were reduced. Its FY2026 EPS estimate of $20.54 is broadly in line with the $20.62 consensus.
• Negative Sentiment: Medical costs remain elevated, creating uncertainty for commercial plans and Medicaid. Investors are also watching whether increased artificial-intelligence spending can generate sufficient savings. The margin recovery in Medicare must broaden across the business to support further upside. UnitedHealth margins recover while medical costs remain high

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. Deutsche Bank Aktiengesellschaft increased their price objective on UnitedHealth Group from $370.00 to $467.00 and gave the company a “hold” rating in a report on Friday, July 17th. TD Cowen restated a “hold” rating and set a $402.00 price target on shares of UnitedHealth Group in a report on Thursday, October 15th. Zacks Research downgraded UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 14th. Argus lifted their price objective on UnitedHealth Group from $400.00 to $470.00 and gave the stock a “buy” rating in a research note on Monday, July 20th. Finally, Truist Financial boosted their price objective on UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Twenty equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $463.93.

About UnitedHealth Group

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.