UnitedHealth Group Incorporated $UNH Stock Bought by Wedmont Private Capital

Wedmont Private Capital increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 11.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,613 shares of the healthcare conglomerate’s stock after acquiring an additional 1,447 shares during the quarter. Wedmont Private Capital’s holdings in UnitedHealth Group were worth $5,421,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently bought and sold shares of the company. LFG Wealth Partners LLC increased its holdings in shares of UnitedHealth Group by 3.3% during the 2nd quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock worth $355,000 after buying an additional 27 shares during the last quarter. Synergy Financial Group LTD grew its position in 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 acquiring an additional 27 shares during the period. Ares Financial Consulting LLC lifted its stake in shares of UnitedHealth Group by 7.2% in the 2nd quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate’s stock valued at $174,000 after purchasing an additional 28 shares during the last quarter. Hudock Inc. increased its position in shares of UnitedHealth Group by 1.0% during the 2nd quarter. Hudock Inc. now owns 2,844 shares of the healthcare conglomerate’s stock worth $1,182,000 after purchasing an additional 28 shares during the last quarter. Finally, Rockland Trust Co. lifted its holdings in shares of UnitedHealth Group by 1.1% in the 2nd quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate’s stock worth $1,076,000 after acquiring an additional 29 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of research analyst reports. Royal Bank Of Canada raised their target price on UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Jefferies Financial Group lifted their price objective on shares of UnitedHealth Group from $401.00 to $490.00 and gave the company a “buy” rating in a report on Friday, July 17th. Truist Financial raised their price target on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Raymond James Financial increased their price objective on UnitedHealth Group from $370.00 to $460.00 and gave the company an “outperform” rating in a research note on Tuesday, July 14th. Finally, Wall Street Zen raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Twenty investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $462.59.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s investment case is improving if management can sustain recent profitability gains. Analysts point to cost controls, the exit from unprofitable business lines, strong cash flow, and possible margin expansion despite flat revenue and shrinking membership. The stock trades at a valuation below its historical average, leaving room for a re-rating if the turnaround continues. UnitedHealth: A Beat Is Priced In, But There’s Room For Surprise
• Positive Sentiment: Wall Street expects a substantial year-over-year increase in third-quarter earnings, with consensus estimates around $4.12–$4.15 per share on approximately $111 billion in revenue. Better-than-expected results or an increase in full-year guidance could support the shares. UnitedHealth Gears Up for Q3 Earnings
• Neutral Sentiment: UnitedHealth is scheduled to report third-quarter results before the market opens on October 13. The report will be important for assessing medical-cost trends, membership, margins, cash flow, and whether the company can maintain its 2026 earnings guidance. UnitedHealth Earnings Date
• Neutral Sentiment: New Medicare Advantage star-rating results are reshuffling the managed-care landscape. Humana benefited while CVS declined, but UnitedHealth was described as holding steady, suggesting limited immediate impact from the ratings changes. Medicare Advantage Star Ratings
• Negative Sentiment: TD Cowen lowered its price target for UnitedHealth to $402, signaling more limited near-term upside even as the analyst maintains a constructive view. TD Cowen Lowers UnitedHealth Price Target
• Negative Sentiment: Medicare Advantage plans with top ratings reportedly fell 18% after a CMS methodology reshuffle. Although the change may not reflect actual care quality, it could affect member enrollment, bonuses, reimbursement, and profitability across insurers, creating uncertainty for UnitedHealth’s government-services business. Medicare Advantage Plan Ratings Reshuffle

UnitedHealth Group Stock Up 2.1%

Shares of UNH stock traded up $7.86 on Friday, reaching $378.81. 3,655,569 shares of the stock were exchanged, compared to its average volume of 7,338,250. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The company has a market capitalization of $340.02 billion, a price-to-earnings ratio of 24.30, a PEG ratio of 1.41 and a beta of 0.60. The business’s 50 day moving average price is $389.50 and its 200 day moving average price is $380.30.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. The business had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business’s quarterly revenue was up .4% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, sell-side analysts expect that UnitedHealth Group Incorporated will post 19.85 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were 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 of this dividend was Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction dated Friday, August 21st. The stock was 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 approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.19% of the stock is owned by corporate insiders.

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.