Avantax Planning Partners Inc. Acquires 8,997 Shares of UnitedHealth Group Incorporated $UNH

Avantax Planning Partners Inc. lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 174.3% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,160 shares of the healthcare conglomerate’s stock after buying an additional 8,997 shares during the quarter. Avantax Planning Partners Inc.’s holdings in UnitedHealth Group were worth $5,198,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Wellington Altus USA Inc. increased its position in UnitedHealth Group by 97.1% in the 2nd quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock valued at $28,000 after acquiring an additional 33 shares in the last quarter. Security National Bank of SO Dak acquired a new position in shares of UnitedHealth Group during the second quarter worth approximately $29,000. Nvwm LLC grew its stake in shares of UnitedHealth Group by 89.2% during the third quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 33 shares during the last quarter. Aberdeen Wealth Management LLC acquired a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $31,000. Finally, Compass Wealth Management LLC bought a new position in UnitedHealth Group in the 3rd quarter worth approximately $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: ETFs purchased $56.4 million of UNH shares on Nov. 4, a potentially supportive demand signal. ETFs Are Buying UnitedHealth (UNH) on Nov. 4
• Positive Sentiment: UnitedHealth’s Q3 adjusted EPS of $4.69 topped analyst expectations, and a recent earnings analysis said the results bolstered confidence in a margin recovery. UnitedHealth (UNH) Q3 Earnings Lift Confidence In Margin Recovery
• Positive Sentiment: A Zacks article characterized Wall Street analysts’ view of UNH as a Buy, offering a favorable sentiment signal, though the article summary did not cite a specific new rating change. Wall Street Analysts See UnitedHealth (UNH) as a Buy: Should You Invest?
• Positive Sentiment: The company declared a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a reported yield of 2.3%. UnitedHealth Group Declares Quarterly Dividend Of $2.32 Per Share
• Negative Sentiment: Utilization and policy concerns remain an overhang for the company, highlighting uncertainty around medical costs and the regulatory environment. Utilization and Policy Concerns Weigh on UnitedHealth Group Incorporated (UNH)
• Negative Sentiment: Renewed calls for a regulatory review of UnitedHealth’s business scale, alongside warnings that AI could disrupt large healthcare companies, add longer-term risk concerns. UnitedHealth Group (UNH) Draws Breakup Pressure As AI Threat Enters The Story

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. Deutsche Bank Aktiengesellschaft upped their price objective on UnitedHealth Group from $370.00 to $467.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Robert W. Baird dropped their target price on UnitedHealth Group from $453.00 to $427.00 and set a “neutral” rating for the company in a research report on Wednesday, October 14th. Sanford C. Bernstein cut their price target on UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating on the stock in a research note on Wednesday, October 14th. Raymond James Financial reiterated an “outperform” rating and issued a $450.00 price target on shares of UnitedHealth Group in a report on Thursday, October 15th. Finally, Barclays lowered their price objective on UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating for the company in a research report on Wednesday, October 14th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $463.93.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction that occurred on 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 owned 15,328 shares of the company’s stock, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Down 0.4%

NYSE:UNH opened at $394.14 on Friday. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The stock’s fifty day simple moving average is $390.62 and its 200-day simple moving average is $364.03. The firm has a market capitalization of $353.16 billion, a P/E ratio of 22.51, a P/E/G ratio of 1.43 and a beta of 0.51.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business had revenue of $112.72 billion during the quarter, compared to the consensus estimate of $111.31 billion. During the same quarter in the prior year, the company posted $2.59 earnings per share. The firm’s 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 expect that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, December 7th will be given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Monday, December 7th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 53.00%.

UnitedHealth Group Profile

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid.

Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.

Founded in 1977 as United HealthCare Corporation, the company is headquartered in Minnetonka, Minnesota.