UnitedHealth Group Incorporated $UNH Stock Holdings Decreased by Investment House LLC

Investment House LLC lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 14.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 33,604 shares of the healthcare conglomerate’s stock after selling 5,785 shares during the period. Investment House LLC’s holdings in UnitedHealth Group were worth $12,335,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in the company. Corient Private Wealth LP purchased a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $245,516,000. Legal & General Group Plc purchased a new stake in UnitedHealth Group during the second quarter valued at approximately $2,444,928,000. Jupiter Topco LLC purchased a new stake in UnitedHealth Group during the second quarter valued at approximately $2,019,844,000. BlackRock Inc. boosted its stake in UnitedHealth Group by 4.6% in the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after acquiring an additional 3,395,530 shares in the last quarter. Finally, Canada Pension Plan Investment Board purchased a new position in UnitedHealth Group in the second quarter worth $971,757,000. 87.86% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, CEO Patrick Conway sold 1,169 shares of the business’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 completion of the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Corporate insiders own 0.19% of the company’s stock.

UnitedHealth Group Stock Up 2.0%

UnitedHealth Group stock opened at $425.29 on Friday. The business’s 50-day simple moving average is $388.15 and its two-hundred day simple moving average is $389.52. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74. The company has a market cap of $381.73 billion, a PE ratio of 20.43, a PEG ratio of 1.51 and a beta of 0.60. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating the consensus estimate of $4.14 by $0.55. The business had revenue of $112.70 billion during the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The business’s quarterly revenue was down .4% compared to the same quarter last year. During the same period in the previous year, the business posted $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 20.64 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were issued a $2.32 dividend. The ex-dividend date of this dividend was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. UnitedHealth Group’s payout ratio is presently 53.00%.

Wall Street Analyst Weigh In

Several analysts have recently commented on UNH shares. Wells Fargo & Company increased their price objective on UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Weiss Ratings upgraded UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, October 8th. Mizuho upped their target price on UnitedHealth Group from $493.00 to $500.00 and gave the company an “outperform” rating in a research report on Thursday. Robert W. Baird lowered their price target on UnitedHealth Group from $453.00 to $427.00 and set a “neutral” rating for the company in a report on Wednesday, October 14th. Finally, Bank of America restated a “buy” rating and set a $450.00 price objective on shares of UnitedHealth Group in a report on Monday, July 20th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $463.80.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Higher earnings and guidance support the recovery narrative. UnitedHealth’s earnings growth and raised outlook suggest that cost controls and improved operating performance are helping offset pressure in its insurance businesses. UnitedHealth’s Earnings Jumped 60%. Is the Comeback Stock a Buy, Sell, or Hold?
• Positive Sentiment: Mizuho raised its price target to $500 and reiterated an “outperform” rating. The target implies approximately 17.6% potential upside from the reference price, reinforcing the bullish Wall Street view. Mizuho UnitedHealth rating
• Positive Sentiment: Analyst commentary highlights operating leverage. Continued improvement in revenue efficiency and earnings could support further gains if medical-cost trends remain manageable. UnitedHealth Group: Operating Leverage Should Continue Sending the Stock Higher
• Neutral Sentiment: UnitedHealth is attracting unusually high investor attention. Zacks coverage points to improving value characteristics and bullish brokerage recommendations, although investor attention and consensus ratings alone do not guarantee additional gains. Why UnitedHealth Is a Strong Value Stock
• Negative Sentiment: Higher 2027 Medicare costs and broader healthcare inflation remain risks. Rising costs could increase affordability and political pressure, while medical inflation and Medicare funding concerns may limit profit growth despite stronger recent results. UnitedHealth Will Raise 2027 Medicare Costs for Seniors

UnitedHealth Group Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.