Leuthold Group LLC Acquires New Shares in UnitedHealth Group Incorporated $UNH

Leuthold Group LLC acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,519 shares of the healthcare conglomerate’s stock, valued at approximately $925,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. BlackRock Inc. lifted its stake in shares of UnitedHealth Group by 4.6% during the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after purchasing an additional 3,395,530 shares in the last quarter. State Street Corp grew its stake in shares of UnitedHealth Group by 0.7% in the second quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock valued at $18,966,555,000 after buying an additional 301,081 shares in the last quarter. Bank of New York Mellon Corp grew its stake in shares of UnitedHealth Group by 6.1% in the second quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock valued at $4,449,317,000 after buying an additional 616,723 shares in the last quarter. Wellington Management Group LLP raised its holdings in shares of UnitedHealth Group by 5.8% during the 2nd quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock valued at $4,436,923,000 after buying an additional 583,536 shares during the period. Finally, Corient Private Wealth LP lifted its position in UnitedHealth Group by 1,443.7% during the 2nd quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate’s stock worth $3,510,920,000 after acquiring an additional 7,900,011 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have weighed in on UNH shares. Bank of America restated a “buy” rating and issued a $450.00 price target on shares of UnitedHealth Group in a report on Monday, July 20th. Jefferies Financial Group lifted their price objective on shares of UnitedHealth Group from $401.00 to $490.00 and gave the company a “buy” rating in a research note on Friday, July 17th. HC Wainwright set a $500.00 target price on shares of UnitedHealth Group in a research report on Friday, October 16th. Argus upped their target price on shares of UnitedHealth Group from $400.00 to $470.00 and gave the company a “buy” rating in a research note on Monday, July 20th. Finally, New Street Research set a $402.00 price target on shares of UnitedHealth Group in a report on Friday, October 9th. Twenty equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average target price of $463.93.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s profits are reportedly improving despite fewer members and lower Optum Health sales, with higher margins and pricing discipline supporting the recovery. Medical-cost pressures remain a risk. Article: Leaner and Meaner: Are UNH’s Profits Getting Bigger?
• Neutral Sentiment: Madeline Bell, former CEO of Children’s Hospital of Philadelphia, joined UnitedHealth’s board. Her healthcare leadership adds experience, though the appointment alone may have limited near-term earnings impact. Article: Madeline Bell Joins UnitedHealth Group Board of Directors
• Neutral Sentiment: A proposed bill would give some ACA marketplace customers a special enrollment period if their provider leaves a plan’s network. It is not enacted, and the potential effect on UNH is uncertain. Article: Right to Re-Enroll Act of 2026
• Negative Sentiment: UnitedHealth plans to drop Medicare coverage in 140 counties and leave Wyoming. The pullback could reduce membership and revenue in affected markets, although exiting areas with unfavorable economics may help control costs. Article: UnitedHealth Group Will Drop Medicare Plans In 140 Counties And Leave Wyoming

UnitedHealth Group Trading Up 1.8%

Shares of UNH opened at $404.88 on Wednesday. The company has a market capitalization of $362.78 billion, a P/E ratio of 23.12, a P/E/G ratio of 1.44 and a beta of 0.51. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.74 and a current ratio of 0.74. The stock has a 50-day moving average price of $390.98 and a 200 day moving average price of $364.53.

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, beating 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 during the quarter, compared to analyst estimates of $111.31 billion. During the same quarter last year, the firm earned $2.59 EPS. UnitedHealth Group’s quarterly revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be given a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, December 7th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 53.00%.

Insider Activity

In related news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the sale, 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 legal filing with the SEC, which is accessible through this link. Company insiders own 0.19% of the company’s stock.

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.