First Nebraska Trust Co Acquires New Position in UnitedHealth Group Incorporated $UNH

First Nebraska Trust Co bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,077 shares of the healthcare conglomerate’s stock, valued at approximately $1,497,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of UNH. Factory Mutual Insurance Co. lifted its stake in UnitedHealth Group by 4.4% during the third quarter. Factory Mutual Insurance Co. now owns 273,616 shares of the healthcare conglomerate’s stock worth $100,439,000 after purchasing an additional 11,466 shares during the period. Aware Super Pty Ltd as trustee of Aware Super boosted its holdings in UnitedHealth Group by 30.4% during the third quarter. Aware Super Pty Ltd as trustee of Aware Super now owns 80,103 shares of the healthcare conglomerate’s stock valued at $29,404,000 after purchasing an additional 18,682 shares in the last quarter. Gerber Kawasaki Wealth & Investment Management grew its stake in shares of UnitedHealth Group by 44.9% in the 3rd quarter. Gerber Kawasaki Wealth & Investment Management now owns 1,366 shares of the healthcare conglomerate’s stock valued at $502,000 after purchasing an additional 423 shares during the period. Torren Management LLC acquired a new position in shares of UnitedHealth Group in the 3rd quarter worth approximately $46,000. Finally, GRIMES & Co WEALTH MANAGEMENT LLC lifted its position in shares of UnitedHealth Group by 5.8% during the 3rd quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 9,391 shares of the healthcare conglomerate’s stock worth $3,447,000 after buying an additional 511 shares during the period. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Up 0.7%

Shares of UNH opened at $403.10 on Wednesday. The company has a market capitalization of $361.81 billion, a P/E ratio of 23.02, a PEG ratio of 1.45 and a beta of 0.51. 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 business’s 50 day simple moving average is $390.47 and its 200-day simple moving average is $363.08.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business had revenue of $112.72 billion for the quarter, compared to analyst estimates of $111.31 billion. During the same period in the prior year, the company earned $2.59 EPS. UnitedHealth Group’s revenue for the quarter was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, sell-side analysts predict that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Analyst Ratings Changes

Several analysts recently commented on UNH shares. JPMorgan Chase & Co. boosted their price target on UnitedHealth Group from $516.00 to $524.00 and gave the company an “overweight” rating in a research note on Friday, October 16th. DA Davidson set a $512.00 price objective on UnitedHealth Group in a research note on Tuesday, July 21st. Jefferies Financial Group lifted their price objective on UnitedHealth Group from $401.00 to $490.00 and gave the company a “buy” rating in a report on Friday, July 17th. BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Finally, Evercore upped their target price on shares of UnitedHealth Group from $400.00 to $480.00 and gave the stock an “outperform” rating in a report on Tuesday, July 7th. Twenty investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $463.93.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction 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 sale, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Company insiders own 0.19% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Earnings and outlook are key tailwinds. UnitedHealth’s quarterly EPS and revenue beat analysts’ estimates, and the company raised its 2026 profit outlook. Those results helped drive an approximately 11% share gain over the month through October 30. UnitedHealth Just Gained 11% in a Month: Take Profits, or Buy More?
• Positive Sentiment: Buying and value-oriented endorsements provide support. ETFs recorded net purchases of UnitedHealth shares, including $35 million in buying on October 29. BetterInvesting Magazine also named UNH its “Undervalued Stock,” though such selections are not a guarantee of future performance. UnitedHealth Group Draws ETF Buying BetterInvesting Magazine Update
• Neutral Sentiment: Optum Insight’s AI investment is a longer-term opportunity with execution risk. UnitedHealth is expanding AI tools to improve efficiency and claims processing, but rising costs mean the spending still needs to translate into profit growth. Will UNH’s Optum Insight Spending Translate Into Profit Growth?
• Negative Sentiment: Political scrutiny could weigh on sentiment. Senator Elizabeth Warren criticized the Trump administration’s approval of UnitedHealth’s $3.3 billion Amedisys acquisition, arguing the deal increases the company’s power over costs and patient care. The comments renew attention to potential regulatory and political risks. Elizabeth Warren Criticizes UnitedHealth’s Amedisys Deal

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.