TKG Advisors LLC Invests $3.28 Million in UnitedHealth Group Incorporated $UNH

TKG Advisors LLC purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund purchased 9,488 shares of the healthcare conglomerate’s stock, valued at approximately $3,276,000. UnitedHealth Group accounts for 1.4% of TKG Advisors LLC’s holdings, making the stock its 23rd largest position.

Other institutional investors and hedge funds have also bought and sold shares of the company. LFA Lugano Financial Advisors SA bought a new position in shares of UnitedHealth Group during the 2nd quarter worth about $25,000. Sagard Holdings Management Inc. bought a new position in UnitedHealth Group during the second quarter valued at about $29,000. Islay Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter worth approximately $31,000. Riggs Asset Managment Co. Inc. raised its stake in shares of UnitedHealth Group by 69.4% in the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after purchasing an additional 43 shares in the last quarter. Finally, Kilter Group LLC bought a new stake in UnitedHealth Group in the 2nd quarter valued at $34,000. Institutional investors own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s six‑month Medicare Advantage pilot that speeds payments by roughly 50% (cutting cycles to under 15 days) is aimed at easing cash‑flow strain for rural hospitals — a move that can strengthen provider relationships, reduce political/regulatory friction, and stabilize network access for MA members. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
• Positive Sentiment: Insider/insider-adjacent purchasing activity reported may be interpreted as a sign of confidence from connected stakeholders, which can be supportive for sentiment. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
• Neutral Sentiment: Market coverage and short‑term flows show UNH is drawing attention: a Zacks note highlighted that the stock recently closed higher on the trading day, signaling modest positive momentum but not a structural change. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
• Neutral Sentiment: Wall Street analyst coverage remains active — several pieces summarize optimistic analyst views and fresh ratings commentary, which can support trading interest but do not eliminate operational headwinds. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Options‑market flow analysis indicates active positioning around UNH, useful for gauging short‑term sentiment and volatility expectations but not a directional fundamental signal on its own. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
• Negative Sentiment: Macro and cost dynamics remain a key risk: analysis flags that sharply higher healthcare costs last year compressed margins and depressed profits — a structural challenge that could keep earnings growth muted until pricing and utilization normalize. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
• Negative Sentiment: Several commentary pieces reiterate that UNH underperformed peers last year and faces execution/headwind risks in 2026; that narrative is keeping valuation under pressure despite solid operating profitability metrics. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026

UnitedHealth Group Stock Up 1.1%

Shares of NYSE:UNH opened at $338.73 on Friday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The firm has a market cap of $306.84 billion, a P/E ratio of 17.68, a P/E/G ratio of 2.02 and a beta of 0.42. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71. The company’s 50-day moving average price is $330.19 and its two-hundred day moving average price is $321.98.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating analysts’ consensus estimates of $2.87 by $0.05. The business had revenue of $113.16 billion during the quarter, compared to analyst estimates of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. UnitedHealth Group’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter last year, the business posted $7.15 earnings per share. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were given a dividend of $2.21 per share. The ex-dividend date was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a yield of 2.6%. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Sanford C. Bernstein upped their target price on shares of UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Leerink Partners set a $410.00 target price on UnitedHealth Group and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Royal Bank Of Canada upped their price target on UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a research report on Wednesday, October 29th. JPMorgan Chase & Co. boosted their target price on shares of UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a research note on Thursday, October 9th. Finally, TD Cowen lifted their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $385.75.

About UnitedHealth Group

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.