UnitedHealth Group Incorporated $UNH Stock Position Lessened by Mondrian Investment Partners LTD

Mondrian Investment Partners LTD lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 41.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 218,096 shares of the healthcare conglomerate’s stock after selling 152,561 shares during the period. UnitedHealth Group comprises 1.7% of Mondrian Investment Partners LTD’s investment portfolio, making the stock its 21st biggest holding. Mondrian Investment Partners LTD’s holdings in UnitedHealth Group were worth $80,059,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. General Partner Inc. purchased a new position in UnitedHealth Group during the 3rd quarter worth $512,000. PBCay One RSC Ltd bought a new stake in shares of UnitedHealth Group in the 1st quarter worth $14,343,000. Lee Johnson Capital Management LLC purchased a new stake in shares of UnitedHealth Group in the second quarter valued at about $6,180,000. Kinsale Capital Group Inc. raised its holdings in shares of UnitedHealth Group by 13.4% in the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after purchasing an additional 4,557 shares during 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 first 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 in the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $417.97 on Friday. The company has a market capitalization of $375.17 billion, a P/E ratio of 23.87, a price-to-earnings-growth ratio of 1.51 and a beta of 0.60. The company’s 50-day moving average is $388.47 and its 200 day moving average is $389.72. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping 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 firm’s quarterly revenue was down .4% compared to the same quarter last year. During the same quarter last year, the company posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, equities research analysts forecast that UnitedHealth Group Incorporated will post 20.62 earnings per share for the current 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 given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group’s dividend payout ratio is currently 53.00%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Third-quarter beat and raised outlook support the shares. Adjusted EPS rose approximately 61% to $4.69, exceeding the $4.14 consensus estimate, while revenue reached $112.7 billion versus expectations of $111.3 billion. Management raised its 2026 adjusted EPS outlook to at least $20.50, reinforcing investor confidence in its cost controls and execution. UnitedHealth beat-and-raise quarter
• Positive Sentiment: Optum Health’s performance improved materially. The unit’s profit increased to $735 million, helping demonstrate operating leverage and contributing to UnitedHealth’s post-earnings recovery. Optum Health profit surge
• Positive Sentiment: Analyst expectations and valuation support remain favorable. Erste Group raised its FY2026 EPS estimate to $20.55 from $19.86 and its FY2027 estimate to $23.29 from $22.51. Mizuho also lifted its price target to $500 from $493 and maintained an “outperform” rating, implying additional upside from the referenced price. Mizuho raises UnitedHealth price target
• Neutral Sentiment: Investor attention and value-based coverage may increase trading interest. Zacks highlighted heightened investor attention and characterized UNH as a value stock, but these are sentiment and screening signals rather than new fundamental developments. Zacks value-stock analysis
• Negative Sentiment: Higher 2027 Medicare costs could pressure affordability and margins. The planned increase in costs for seniors may create political and utilization concerns, potentially offsetting some of the recent earnings momentum. Healthcare stocks also faced broader sector pressure in recent trading. UnitedHealth 2027 Medicare costs

Insider Activity

In other news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the sale, 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 sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.19% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on UNH. TD Cowen reaffirmed a “hold” rating and issued a $402.00 price objective on shares of UnitedHealth Group in a research report on Thursday, October 15th. Cantor Fitzgerald increased their price objective on shares of UnitedHealth Group from $440.00 to $495.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. Zacks Research downgraded UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 14th. The Goldman Sachs Group upped their target price on UnitedHealth Group from $435.00 to $490.00 and gave the company a “buy” rating in a report on Friday, July 17th. Finally, Oppenheimer increased their price target on UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Twenty investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus price target of $463.80.

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.