Secure Asset Management LLC Makes New $886,000 Investment in UnitedHealth Group Incorporated $UNH

Secure Asset Management LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 2,414 shares of the healthcare conglomerate’s stock, valued at approximately $886,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Wellington Altus USA Inc. lifted its position in UnitedHealth Group by 97.1% during the second quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock worth $28,000 after buying an additional 33 shares during the period. Security National Bank of SO Dak acquired a new stake in UnitedHealth Group in the 2nd quarter worth about $29,000. Nvwm LLC grew its holdings in UnitedHealth Group by 89.2% in the 3rd quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock valued at $26,000 after buying an additional 33 shares during the period. Aberdeen Wealth Management LLC acquired a new position in shares of UnitedHealth Group during the 2nd quarter valued at about $31,000. Finally, Nalls Sherbakoff Group LLC acquired a new position in shares of UnitedHealth Group during the 4th quarter valued at about $27,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

UNH has been the topic of several research analyst reports. Erste Group Bank cut shares of UnitedHealth Group from a “buy” rating to a “hold” rating in a research report on Thursday, August 27th. Bank of America reissued a “buy” rating and set a $450.00 price objective on shares of UnitedHealth Group in a research note on Monday, July 20th. TD Cowen restated a “hold” rating and issued a $402.00 price target on shares of UnitedHealth Group in a report on Thursday, October 15th. Piper Sandler raised their price objective on UnitedHealth Group from $502.00 to $504.00 and gave the company an “overweight” rating in a research report on Wednesday, October 14th. Finally, Leerink Partners boosted their target price on shares of UnitedHealth Group from $462.00 to $472.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Twenty analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $462.90.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.19% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $406.99 on Tuesday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.78. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The company has a fifty day moving average price of $387.04 and a two-hundred day moving average price of $386.47. The company has a market cap of $365.31 billion, a PE ratio of 23.24, a P/E/G ratio of 1.45 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The company had revenue of $112.70 billion for the quarter, compared to analysts’ expectations of $111.31 billion. During the same period in the prior year, the company earned $2.59 earnings per share. The firm’s revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 20.64 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were issued 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 yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 53.00%.

More UnitedHealth Group News

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

• Positive Sentiment: Q3 earnings beat and higher guidance support the stock. UnitedHealth reported adjusted earnings of $4.69 per share, above the $4.14 consensus estimate, while revenue of $112.7 billion also exceeded expectations. Management raised its 2026 adjusted earnings guidance to at least $20.50 per share, reinforcing confidence in operating performance and medical-cost management. UnitedHealth Group Has The Market Asking A Bigger Question
• Positive Sentiment: Analyst and investor interest has strengthened. Recent momentum following the earnings report has renewed attention on UnitedHealth’s medical-cost trends and execution. A JPMorgan analyst also expects the stock to rise, while healthcare ETF commentary highlights UNH as an attractive holding for diversified sector exposure. UnitedHealth Group Stock Price Expected to Rise
• Neutral Sentiment: AI remains a broader healthcare investment theme. Articles identify artificial intelligence, data-driven testing and biointelligence as growth drivers across healthcare, but the highlighted beneficiaries are primarily Guardant Health, Illumina, Eli Lilly and Moderna rather than UnitedHealth directly. The AI Trade Just Moved Into Your Bloodstream
• Negative Sentiment: Enrollment losses could pressure parts of the insurance business. KFF research shows individual-market enrollment fell 18% to 20.5 million in 2026, with remaining customers facing substantially higher premiums. The impact on UNH may be limited by its broader business mix, but shrinking enrollment is an industry risk. Americans Leave Health Insurance Market
• Negative Sentiment: Medicare Advantage disruption and valuation temper enthusiasm. About 3.2 million seniors may lose their Medicare Advantage plans in 2027, potentially increasing member-retention and regulatory challenges. Separately, one analyst downgraded UNH from “strong buy” to “buy,” arguing that a valuation near 20 times forward earnings already reflects much of the recovery. UnitedHealth Rating Downgrade

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.