UnitedHealth Group Incorporated $UNH Stock: Sigma Investment Counselors Inc. Increases Stake

Sigma Investment Counselors Inc. increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 53.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,787 shares of the healthcare conglomerate’s stock after acquiring an additional 5,478 shares during the quarter. Sigma Investment Counselors Inc.’s holdings in UnitedHealth Group were worth $5,795,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the company. Victory Financial Group LLC boosted its position in shares of UnitedHealth Group by 37.5% during the third quarter. Victory Financial Group LLC now owns 3,298 shares of the healthcare conglomerate’s stock worth $1,211,000 after acquiring an additional 899 shares during the last quarter. Great Lakes Retirement Inc. bought a new stake in UnitedHealth Group in the 3rd quarter valued at $540,000. Jacobsen Capital Management purchased a new stake in UnitedHealth Group in the 3rd quarter worth $554,000. Asset Management One Co. Ltd. lifted its position in shares of UnitedHealth Group by 2.6% in the third quarter. Asset Management One Co. Ltd. now owns 554,769 shares of the healthcare conglomerate’s stock worth $203,645,000 after buying an additional 14,066 shares in the last quarter. Finally, Lynch Investment Planning LLC bought a new position in UnitedHealth Group during the third quarter valued at approximately $35,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

UNH has been the topic of a number of research reports. Leerink Partners lifted their price objective on UnitedHealth Group from $462.00 to $472.00 and gave the stock an “outperform” rating in a research note on Friday, July 17th. Mizuho increased 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, October 22nd. New Street Research set a $402.00 target price on shares of UnitedHealth Group in a report on Friday, October 9th. Truist Financial boosted their price target on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Finally, Piper Sandler upped their price target on shares of UnitedHealth Group from $502.00 to $504.00 and gave the company an “overweight” rating in a research note on Wednesday, October 14th. Twenty investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $463.93.

Insider Buying and Selling

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 transaction of $455,910.00. Following 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.19% of the company’s stock.

UnitedHealth Group Price Performance

NYSE UNH opened at $410.72 on Wednesday. The business’s 50 day moving average price is $389.07 and its 200-day moving average price is $361.44. 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 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. The firm had revenue of $112.70 billion for the quarter, compared to analysts’ expectations of $111.31 billion. During the same period in the previous year, the firm earned $2.59 earnings per share. The firm’s quarterly revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 20.62 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were paid a dividend of $2.32 per share. The ex-dividend date of this dividend was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%.

About UnitedHealth Group

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.