Live Oak Investment Partners Invests $1 Million in UnitedHealth Group Incorporated $UNH

Live Oak Investment Partners purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 2,899 shares of the healthcare conglomerate’s stock, valued at approximately $1,001,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Geode Capital Management LLC increased its stake in shares of UnitedHealth Group by 3.3% during the 2nd quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock worth $6,624,411,000 after purchasing an additional 675,075 shares during the last quarter. Norges Bank bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth about $3,837,207,000. Dodge & Cox boosted its position in UnitedHealth Group by 117.7% during the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares during the period. Charles Schwab Investment Management Inc. boosted its holdings in shares of UnitedHealth Group by 6.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock worth $2,340,346,000 after buying an additional 432,084 shares during the period. Finally, Amundi raised its holdings in UnitedHealth Group by 33.8% in the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after acquiring an additional 1,565,245 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. Royal Bank Of Canada lifted their price objective on UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. UBS Group increased their price objective on UnitedHealth Group from $378.00 to $430.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. TD Cowen upped their target price on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research note on Thursday, October 30th. Evercore ISI upgraded shares of UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Finally, Bank of America increased their target price on shares of UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a research note on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average target price of $385.75.

UnitedHealth Group Trading Up 1.1%

UNH stock opened at $338.73 on Friday. The business’s 50 day moving average is $330.19 and its 200-day moving average is $321.98. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The firm has a market cap of $306.84 billion, a P/E ratio of 17.68, a P/E/G ratio of 2.02 and a beta of 0.42. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71.

UnitedHealth Group (NYSE:UNH) last issued its earnings results 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 company had revenue of $113.16 billion for the quarter, compared to the consensus estimate of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $7.15 EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were issued a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a yield of 2.6%. UnitedHealth Group’s dividend payout ratio is currently 46.14%.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth’s six?month Medicare Advantage pilot that speeds payments by roughly 50% (cutting cycles to under 15 days) is aimed at easing cash?flow strain for rural hospitals — a move that can strengthen provider relationships, reduce political/regulatory friction, and stabilize network access for MA members. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
• Positive Sentiment: Insider/insider-adjacent purchasing activity reported may be interpreted as a sign of confidence from connected stakeholders, which can be supportive for sentiment. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
• Neutral Sentiment: Market coverage and short?term flows show UNH is drawing attention: a Zacks note highlighted that the stock recently closed higher on the trading day, signaling modest positive momentum but not a structural change. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
• Neutral Sentiment: Wall Street analyst coverage remains active — several pieces summarize optimistic analyst views and fresh ratings commentary, which can support trading interest but do not eliminate operational headwinds. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Options?market flow analysis indicates active positioning around UNH, useful for gauging short?term sentiment and volatility expectations but not a directional fundamental signal on its own. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
• Negative Sentiment: Macro and cost dynamics remain a key risk: analysis flags that sharply higher healthcare costs last year compressed margins and depressed profits — a structural challenge that could keep earnings growth muted until pricing and utilization normalize. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
• Negative Sentiment: Several commentary pieces reiterate that UNH underperformed peers last year and faces execution/headwind risks in 2026; that narrative is keeping valuation under pressure despite solid operating profitability metrics. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026

UnitedHealth Group 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.