2,086 UnitedHealth Group Incorporated $UNH Shares Bought by Fort Washington Investment Advisors Inc. OH

Fort Washington Investment Advisors Inc. OH grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 0.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 480,050 shares of the healthcare conglomerate’s stock after purchasing an additional 2,086 shares during the period. UnitedHealth Group comprises about 0.9% of Fort Washington Investment Advisors Inc. OH’s portfolio, making the stock its 25th biggest position. Fort Washington Investment Advisors Inc. OH owned about 0.05% of UnitedHealth Group worth $176,217,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the business. General Partner Inc. purchased a new stake in shares of UnitedHealth Group during the third quarter worth approximately $512,000. PBCay One RSC Ltd purchased a new position in UnitedHealth Group in the first quarter worth approximately $14,343,000. Lee Johnson Capital Management LLC purchased a new position in UnitedHealth Group in the second quarter worth approximately $6,180,000. Kinsale Capital Group Inc. grew its holdings in UnitedHealth Group by 13.4% during the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock worth $16,006,000 after acquiring an additional 4,557 shares in the last quarter. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. increased its position in shares of UnitedHealth Group by 1,287.2% in the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock valued at $16,241,000 after purchasing an additional 55,695 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $396.02 on Thursday. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The firm has a market capitalization of $355.46 billion, a P/E ratio of 22.62, a P/E/G ratio of 1.41 and a beta of 0.60. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.78. The company’s fifty day moving average price is $387.10 and its 200 day moving average price is $383.47.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.14 by $0.55. The company had revenue of $112.70 billion during the quarter, compared to the consensus estimate of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. UnitedHealth Group’s revenue for the quarter was down .4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, sell-side analysts predict that UnitedHealth Group Incorporated will post 20.00 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company 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. 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%. UnitedHealth Group’s dividend payout ratio is 59.72%.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on UNH. Jefferies Financial Group raised 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. New Street Research set a $402.00 target price on shares of UnitedHealth Group in a research note on Friday, October 9th. Weiss Ratings raised UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, October 8th. Mizuho raised their price target on UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research note on Monday, July 20th. Finally, Evercore lifted their price target on UnitedHealth Group from $400.00 to $480.00 and gave the stock an “outperform” rating in a report on Tuesday, July 7th. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $461.83.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Q3 earnings beat expectations: UnitedHealth reported adjusted EPS of $4.69 versus consensus near $4.14 and revenue of $112.7 billion versus estimates of $111.3 billion. Operating earnings rose to $6.6 billion, supported by improved cost management and profitability. UnitedHealth Group tops estimates, hikes profit outlook
• Positive Sentiment: Higher 2026 guidance: Management now expects adjusted earnings of at least $20.50 per share, above its prior $19.50–$20.00 range and analyst expectations around $19.85–$19.86. UnitedHealth Group stock jumps on profit outlook raise
• Positive Sentiment: Margin recovery is gaining credibility: The medical care ratio improved to 88.4%, while pricing discipline, benefit changes, care-delivery initiatives and AI tools helped reduce administrative friction. Management described 2026 as a potential bottom for Medicaid margins and outlined 13%–16% long-term earnings growth, with stronger growth targeted for 2027. UNH Q3 Earnings Call Highlights 2027 Growth and Margin Recovery
• Positive Sentiment: Analyst support: Piper Sandler raised its target to $504 and maintained an overweight rating. Mizuho also named UNH a top healthcare pick, while other bullish views point to Optum’s earnings contribution and potential recovery in underappreciated business lines. UnitedHealth Stock Moves Higher
• Neutral Sentiment: Analyst views remain mixed: Barclays trimmed its target to $440 while retaining overweight, and Baird lowered its target to $427 with a neutral rating. This suggests investors see meaningful upside but remain cautious about the pace and durability of the recovery. UnitedHealth Stock Forecast
• Negative Sentiment: Underlying pressures persist: Quarterly revenue was slightly below the prior year, while commercial medical costs and Medicaid profitability continue to pressure margins. Lower membership, the Medicare-related business reset and concerns that the earnings improvement may not yet be fully sustainable explain why the shares did not hold all of their initial gains. UnitedHealth Group Drops as Medicare Exit Clouds Q3 Beat

Insider Activity

In related news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction that occurred on 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 in the company, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.19% of the stock is currently owned by company insiders.

UnitedHealth Group 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.