Curated Wealth Partners LLC reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 84.2% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 3,377 shares of the healthcare conglomerate’s stock after selling 17,945 shares during the quarter. Curated Wealth Partners LLC’s holdings in UnitedHealth Group were worth $1,240,000 at the end of the most recent reporting period.
A number of other large investors have also bought and sold shares of the business. Synergy Financial Group LTD grew its stake in shares of UnitedHealth Group by 3.1% in the second quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate’s stock worth $369,000 after purchasing an additional 27 shares during the last quarter. LFG Wealth Partners LLC raised its position in UnitedHealth Group by 3.3% during the 2nd quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock valued at $355,000 after purchasing an additional 27 shares during the last quarter. Ares Financial Consulting LLC lifted its holdings in UnitedHealth Group by 7.2% in the 2nd quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate’s stock worth $174,000 after buying an additional 28 shares during the period. Hudock Inc. grew its position in shares of UnitedHealth Group by 1.0% in the 2nd quarter. Hudock Inc. now owns 2,844 shares of the healthcare conglomerate’s stock worth $1,182,000 after buying an additional 28 shares during the last quarter. Finally, Rockland Trust Co. increased its stake in shares of UnitedHealth Group by 1.1% during the second quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate’s stock valued at $1,076,000 after buying an additional 29 shares during the period. 87.86% of the stock is currently owned by institutional investors.
Key Headlines Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Q3 earnings beat and guidance raise: UnitedHealth reported adjusted earnings of $4.69 per share, above the $4.14 consensus estimate, on revenue of $112.7 billion versus expectations of $111.3 billion. Management raised its 2026 adjusted EPS outlook to at least $20.50, compared with its previous $19.50–$20.00 range. UnitedHealth Beats on Earnings, But Investors Question Growth Path
- Positive Sentiment: Improving profitability: The medical care ratio improved to 88.4%, while lower medical costs, pricing discipline and benefit changes supported a significant year-over-year increase in earnings. Optum also contributed $3.7 billion in operating earnings, reinforcing the view that the recovery is broadening. UnitedHealth Group Gains After Q3 Beat and Higher 2026 Outlook
- Positive Sentiment: Optimistic analyst views: Goldman Sachs raised its price target to $506, and Piper Sandler increased its target to $504 while maintaining an overweight rating. Analysts also cited faster-than-expected Medicare Advantage margin recovery and potential for stronger 2027 growth. Goldman Sachs Raises UNH Target Price to $506
- Neutral Sentiment: Mixed analyst positioning: TD Cowen reaffirmed a hold rating with a $402 target, while Barclays retained overweight at $440 and lowered its target slightly. This suggests much of the earnings improvement may already be reflected in the stock.
- Negative Sentiment: Growth concerns remain: Investors are questioning the sustainability of the recovery as membership declines, the company exits certain Medicare Advantage markets, and commercial medical costs and Medicaid pressures weigh on margins. Baird cut its target to $427 and assigned a neutral rating, while some commentary warned that improved results alone may not justify further upside. UnitedHealth Group FQ3 Earnings Positives Already Priced In
Analysts Set New Price Targets
Get Our Latest Stock Report on UNH
Insider Activity
In related news, CEO Patrick Conway sold 1,169 shares of the company’s 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 transaction, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. The trade was a 7.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.19% of the stock is currently owned by corporate insiders.
UnitedHealth Group Stock Up 4.0%
Shares of UnitedHealth Group stock traded up $15.89 during trading on Thursday, hitting $411.51. The company’s stock had a trading volume of 5,342,609 shares, compared to its average volume of 7,368,940. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The company has a market capitalization of $369.37 billion, a PE ratio of 23.55, a P/E/G ratio of 1.41 and a beta of 0.60. The company has a fifty day simple moving average of $387.10 and a two-hundred day simple moving average of $383.47. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74.
UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The business had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. During the same quarter in the previous year, the firm posted $2.59 earnings per share. 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. Equities research analysts predict that UnitedHealth Group Incorporated will post 20.00 earnings per share for the current year.
UnitedHealth Group Announces Dividend
The business also recently declared 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. The ex-dividend date was Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 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.
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