Sage Private Wealth Group LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,548 shares of the healthcare conglomerate’s stock, valued at approximately $568,000.
A number of other institutional investors also recently bought and sold shares of the business. General Partner Inc. purchased a new stake in 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 valued at approximately $14,343,000. Lee Johnson Capital Management LLC acquired a new stake in UnitedHealth Group during the second quarter worth approximately $6,180,000. Kinsale Capital Group Inc. raised its holdings in UnitedHealth Group by 13.4% during the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock worth $16,006,000 after purchasing an additional 4,557 shares in the last quarter. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. lifted its position in shares of UnitedHealth Group by 1,287.2% during the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock worth $16,241,000 after buying 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 $416.95 on Thursday. The stock has a market cap of $374.25 billion, a P/E ratio of 23.81, a P/E/G ratio of 1.51 and a beta of 0.60. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The stock has a 50 day moving average of $387.63 and a two-hundred day moving average of $388.48. The company has a current ratio of 0.74, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66.
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating 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 business had revenue of $112.70 billion for the quarter, compared to analysts’ expectations of $111.31 billion. During the same period in the previous year, the company posted $2.59 EPS. The company’s quarterly revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, research analysts forecast that UnitedHealth Group Incorporated will post 20.64 earnings per share for the current year.
UnitedHealth Group Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 53.00%.
Insider Buying and Selling
In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.19% 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 third-quarter adjusted earnings per share increased approximately 61% year over year, while management raised its full-year earnings outlook. The 88.4% medical care ratio also indicates improved profitability, as the company retained more premium revenue after paying medical claims. UnitedHealth’s Earnings Jumped 60%. Is the Comeback Stock a Buy, Sell, or Hold?
- Positive Sentiment: Analyst sentiment remains broadly bullish, with the average brokerage recommendation equivalent to a Buy. Separate bullish commentary points to Optum’s recovery, improved contract quality at Optum Health, margin expansion and potential AI-related efficiency gains as drivers of double-digit earnings growth through 2028. UnitedHealth: Optum’s Recovery Supports My Strong Buy Rating
- Positive Sentiment: Technical-market commentary suggested UNH shares could extend their rally, reinforcing the view that the stock’s recovery trend remains intact after its recent rebound. Mapping the Market: UnitedHealth shares look ready to extend rally
- Neutral Sentiment: Optum generated roughly half of UnitedHealth’s reported second-quarter operating earnings, providing diversification from the insurance business. However, medical inflation and Medicare funding pressure affect both insurance and care-delivery operations, making the durability of future margins a key investment question. UnitedHealth: Does Optum Truly Diversify Its Earnings Risk?
- Negative Sentiment: Healthcare stocks weakened broadly late Wednesday, creating sector-level pressure on UNH despite its company-specific earnings improvement. Sector Update: Healthcare Stocks Softer Late Afternoon
- Negative Sentiment: Reports that older Americans face higher healthcare and prescription-drug costs, alongside insurers reducing some services, highlight affordability, utilization and political risks ahead of the midterm elections. Older Americans brace for higher healthcare costs ahead of midterms
Analyst Ratings Changes
Several research analysts have recently issued reports on UNH shares. Jefferies Financial Group upped their target price 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. Oppenheimer lifted their price target on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an “outperform” rating in a research note on Friday, July 17th. TD Cowen restated a “hold” rating and issued a $402.00 price objective on shares of UnitedHealth Group in a research note on Thursday, October 15th. Raymond James Financial restated an “outperform” rating and issued a $450.00 price objective on shares of UnitedHealth Group in a research note on Thursday, October 15th. Finally, Deutsche Bank Aktiengesellschaft raised their price objective on UnitedHealth Group from $370.00 to $467.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average target price of $463.57.
View Our Latest Report on UnitedHealth Group
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.
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