UnitedHealth Group Incorporated $UNH Shares Acquired by Commonwealth Equity Services LLC

Commonwealth Equity Services LLC raised its position in UnitedHealth Group Incorporated (NYSE:UNH) by 1.4% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 200,082 shares of the healthcare conglomerate’s stock after acquiring an additional 2,691 shares during the period. Commonwealth Equity Services LLC’s holdings in UnitedHealth Group were worth $73,446,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of UNH. Wellington Altus USA Inc. grew its holdings in shares of UnitedHealth Group by 97.1% during the second quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock valued at $28,000 after buying an additional 33 shares during the last quarter. Security National Bank of SO Dak bought a new stake in shares of UnitedHealth Group in the second quarter valued at $29,000. Nvwm LLC increased its stake in shares of UnitedHealth Group by 89.2% in the third quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 33 shares in the last quarter. Aberdeen Wealth Management LLC purchased a new position in UnitedHealth Group in the 2nd quarter valued at approximately $31,000. Finally, Compass Wealth Management LLC bought a new position in UnitedHealth Group in the 3rd quarter worth about $29,000. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Trading Down 0.4%

NYSE:UNH traded down $1.57 during mid-day trading on Friday, reaching $394.14. 5,901,850 shares of the company’s stock traded hands, compared to its average volume of 6,070,064. The company has a 50 day moving average price of $390.62 and a 200-day moving average price of $364.03. The firm has a market capitalization of $353.78 billion, a price-to-earnings ratio of 22.51, 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 12-month low of $255.96 and a 12-month high of $461.62.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share 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 firm had revenue of $112.72 billion for the quarter, compared to analyst estimates of $111.31 billion. During the same period last year, the company earned $2.59 EPS. The business’s quarterly revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, sell-side analysts predict that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Monday, December 7th. UnitedHealth Group’s payout ratio is presently 53.00%.

UnitedHealth Group News Summary

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

• Positive Sentiment: ETFs purchased $56.4 million of UNH shares on Nov. 4, a potentially supportive demand signal. ETFs Are Buying UnitedHealth (UNH) on Nov. 4
• Positive Sentiment: UnitedHealth’s Q3 adjusted EPS of $4.69 topped analyst expectations, and a recent earnings analysis said the results bolstered confidence in a margin recovery. UnitedHealth (UNH) Q3 Earnings Lift Confidence In Margin Recovery
• Positive Sentiment: A Zacks article characterized Wall Street analysts’ view of UNH as a Buy, offering a favorable sentiment signal, though the article summary did not cite a specific new rating change. Wall Street Analysts See UnitedHealth (UNH) as a Buy: Should You Invest?
• Positive Sentiment: The company declared a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a reported yield of 2.3%. UnitedHealth Group Declares Quarterly Dividend Of $2.32 Per Share
• Negative Sentiment: Utilization and policy concerns remain an overhang for the company, highlighting uncertainty around medical costs and the regulatory environment. Utilization and Policy Concerns Weigh on UnitedHealth Group Incorporated (UNH)
• Negative Sentiment: Renewed calls for a regulatory review of UnitedHealth’s business scale, alongside warnings that AI could disrupt large healthcare companies, add longer-term risk concerns. UnitedHealth Group (UNH) Draws Breakup Pressure As AI Threat Enters The Story

Analysts Set New Price Targets

A number of brokerages have recently issued reports on UNH. Erste Group Bank downgraded UnitedHealth Group from a “buy” rating to a “hold” rating in a research report on Thursday, August 27th. JPMorgan Chase & Co. upped their price objective on shares of UnitedHealth Group from $516.00 to $524.00 and gave the company an “overweight” rating in a research note on Friday, October 16th. BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a research report on Tuesday, July 21st. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, October 14th. Finally, Truist Financial increased their target price on UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Twenty investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $463.93.

Insider Activity

In related news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction dated Friday, August 21st. The shares were 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 directly owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is owned by corporate insiders.

UnitedHealth Group Company Profile

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid.

Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.

Founded in 1977 as United HealthCare Corporation, the company is headquartered in Minnetonka, Minnesota.