Stableford Capital II LLC Raises Holdings in UnitedHealth Group Incorporated $UNH

Stableford Capital II LLC boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 83.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,374 shares of the healthcare conglomerate’s stock after buying an additional 1,986 shares during the period. Stableford Capital II LLC’s holdings in UnitedHealth Group were worth $1,606,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. BlackRock Inc. increased its holdings in UnitedHealth Group by 4.6% during the 2nd 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 boosted its position in shares of UnitedHealth Group by 0.7% during 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 during the last quarter. Bank of New York Mellon Corp raised its position in UnitedHealth Group by 6.1% in the 2nd 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 during the last quarter. Wellington Management Group LLP boosted its holdings in 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 worth $4,436,923,000 after acquiring an additional 583,536 shares during the last quarter. Finally, Corient Private Wealth LP grew its stake in shares of UnitedHealth Group by 1,443.7% in 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.

Analyst Ratings Changes

Several research firms recently weighed in on UNH. HSBC boosted their price target on shares of UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a report on Monday, July 6th. Deutsche Bank Aktiengesellschaft lifted their target price on shares of UnitedHealth Group from $370.00 to $467.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a research report on Tuesday, July 21st. Sanford C. Bernstein reissued an “outperform” rating and issued a $512.00 price objective (up from $492.00) on shares of UnitedHealth Group in a research report on Wednesday, September 2nd. Finally, Bank of America reaffirmed a “buy” rating and set a $450.00 target price on shares of UnitedHealth Group in a research report on Monday, July 20th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $465.75.

Insider Transactions at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction dated 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 directly owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is currently owned by company insiders.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth is scheduled to report third-quarter 2026 results before the market opens on October 13. Analysts expect earnings of approximately $4.12–$4.15 per share on revenue of about $111.38 billion, with some forecasts calling for roughly 41% year-over-year EPS growth. Improving cost management and restructuring could provide an upside surprise. UnitedHealth Gears Up for Q3 Earnings
• Positive Sentiment: Several valuation-focused reports suggest UNH may look inexpensive after its difficult multi-year performance and reset price-to-earnings multiple. The company’s full-year 2026 EPS guidance remains $19.50–$20.00, supporting the argument that the current valuation could offer recovery potential if earnings stabilize. UnitedHealth’s P/E Has Reset
• Neutral Sentiment: A Medicare rate decision is being viewed as a potentially stabilizing factor for UnitedHealth, but investors will likely need more clarity from the earnings report on reimbursement trends, enrollment and medical-cost ratios. Medicare Rate Decision and UnitedHealth
• Negative Sentiment: TD Cowen lowered its price target for UnitedHealth to $402, signaling more cautious expectations even though the target remains above the current trading level. TD Cowen Lowers UnitedHealth Price Target
• Negative Sentiment: UNH is testing technical support ahead of earnings, while at least one analysis has downgraded the stock’s recovery outlook. Investors remain concerned about elevated healthcare costs and whether earnings improvement can be sustained. UnitedHealth Stock Testing Key Support

UnitedHealth Group Stock Performance

NYSE:UNH opened at $370.54 on Friday. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The business’s 50-day moving average price is $389.50 and its two-hundred day moving average price is $380.30. The stock has a market cap of $332.59 billion, a P/E ratio of 23.84, a PEG ratio of 1.41 and a beta of 0.60. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. The business had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. UnitedHealth Group’s quarterly revenue was up .4% on a year-over-year basis. During the same period last year, the firm posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 19.85 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were paid a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group’s dividend payout ratio is currently 59.72%.

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.