24,513 UnitedHealth Group Incorporated $UNH Shares Purchased by TD Waterhouse Canada Inc.

TD Waterhouse Canada Inc. raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 16.2% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 175,466 shares of the healthcare conglomerate’s stock after purchasing an additional 24,513 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in UnitedHealth Group were worth $64,116,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Corient Private Wealth LP purchased a new position in shares of UnitedHealth Group during the 2nd quarter valued at approximately $245,516,000. Legal & General Group Plc bought a new stake in shares of UnitedHealth Group in the second quarter worth $2,444,928,000. Jupiter Topco LLC acquired a new stake in UnitedHealth Group in the second quarter valued at $2,019,844,000. BlackRock Inc. raised its holdings in UnitedHealth Group by 4.6% in the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after acquiring an additional 3,395,530 shares in the last quarter. Finally, T. Rowe Price Investment Management Inc. boosted its stake in UnitedHealth Group by 141.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock valued at $1,356,432,000 after acquiring an additional 2,410,128 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the 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 sale, 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 Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.19% of the company’s stock.

UnitedHealth Group Stock Performance

UNH stock traded down $4.90 during trading on Friday, hitting $401.77. 8,105,262 shares of the company’s stock traded hands, compared to its average volume of 5,960,067. The stock has a market capitalization of $360.62 billion, a price-to-earnings ratio of 22.95, a price-to-earnings-growth ratio of 1.47 and a beta of 0.60. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The stock has a fifty day moving average price of $387.07 and a two-hundred day moving average price of $384.64. 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 (NYSE:UNH) last announced its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. The business 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%. The company’s revenue for the quarter was down .4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, equities analysts anticipate that UnitedHealth Group Incorporated will post 20.65 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were issued a dividend of $2.32 per share. The ex-dividend date of this dividend was Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is 53.00%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Q3 results and guidance exceeded expectations. UnitedHealth reported adjusted earnings of $4.69 per share versus the $4.14 consensus estimate, while revenue of $112.7 billion also topped forecasts. Management raised its 2026 adjusted EPS outlook to at least $20.50, supporting the recovery narrative. UnitedHealth Stock Moves Higher: What’s Going On?
• Positive Sentiment: Analyst support remains significant. JPMorgan raised its price target to $524 and maintained an “overweight” rating, while Goldman Sachs reportedly lifted its target to $506 after concluding that Medicare Advantage margin recovery is progressing faster than expected. JPMorgan Raises UnitedHealth Price Target
• Positive Sentiment: Potential growth areas could support 2027 and beyond. UnitedHealth’s focus on Medicare special-needs plans, expanded coverage and care-delivery operations may provide targeted growth while improving margins. Its low beta also makes UNH attractive as a defensive healthcare holding during inflation and market rotation away from technology stocks. Can UNH’s Focus on Special Needs Plans Strengthen Medicare Growth?
• Neutral Sentiment: Recent gains may have already priced in much of the good news. Commentary noted that the earnings beat and outlook increase were followed by questions about how durable the recovery will be, limiting the immediate upside despite bullish targets. UnitedHealth Beats on Earnings, But Investors Question Growth Path
• Negative Sentiment: Membership fell and medical costs remain high. Analysts are concerned that shrinking membership and elevated utilization could constrain revenue growth and margins, particularly if higher care costs persist. This is the main reason investors are questioning whether the earnings improvement can continue. UnitedHealth’s Q3 Margins Improve, But Membership Falls
• Negative Sentiment: Analyst views are mixed. Barclays issued a pessimistic forecast, Robert W. Baird cut its price target, and TD Cowen reiterated a “hold” rating with a $402 target, signaling limited near-term upside for some investors.

Analysts Set New Price Targets

Several brokerages have weighed in on UNH. Sanford C. Bernstein decreased their price objective on shares of UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating for the company in a report on Wednesday. HSBC upped their target price on shares of UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research note on Monday, July 6th. Morgan Stanley lifted their price target on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. DA Davidson set a $512.00 price objective on UnitedHealth Group in a report on Tuesday, July 21st. Finally, The Goldman Sachs Group upped their price objective on UnitedHealth Group from $435.00 to $490.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $462.90.

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.