UnitedHealth Group Incorporated $UNH Stock: Global Assets Advisory LLC Cuts Position

Global Assets Advisory LLC decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 18.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,258 shares of the healthcare conglomerate’s stock after selling 1,404 shares during the quarter. Global Assets Advisory LLC’s holdings in UnitedHealth Group were worth $2,338,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the stock. BlackRock Inc. raised its position in shares of UnitedHealth Group by 4.6% in the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after purchasing an additional 3,395,530 shares during the last quarter. State Street Corp grew its position in UnitedHealth Group by 0.7% during the 2nd quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock valued at $18,966,555,000 after purchasing an additional 301,081 shares during the last quarter. Bank of New York Mellon Corp grew its position in UnitedHealth Group by 6.1% during the 2nd quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock valued at $4,449,317,000 after purchasing an additional 616,723 shares during the last quarter. Wellington Management Group LLP increased its stake in UnitedHealth Group by 5.8% during the 2nd quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock valued at $4,436,923,000 after purchasing an additional 583,536 shares in the last quarter. Finally, Corient Private Wealth LP raised its holdings in UnitedHealth Group by 1,443.7% in the second quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate’s stock worth $3,510,920,000 after buying an additional 7,900,011 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Improving margins and higher price target: Morgan Stanley said UnitedHealth’s margins are recovering, with Medicare operations returning to a more normal range, and raised its price target. However, commercial insurance, Medicaid and increased AI-related spending remain important execution tests. UnitedHealth is bouncing back, but a major risk remains
• Positive Sentiment: Recent earnings beat and raised guidance: UnitedHealth’s latest quarterly results exceeded expectations for both earnings and revenue, and the company raised its outlook. The earnings recovery supports the case that operating performance is stabilizing after earlier pressure. Why Did UnitedHealth Raise Guidance After Its Quarterly Beat?
• Positive Sentiment: Dividend appeal: UnitedHealth is highlighted as a major healthcare dividend payer, potentially supporting demand from income-focused investors. The article also cautions that dividend safety should be assessed alongside payout sustainability and business risks. $250,000 in Merck, Pfizer, UnitedHealth and AbbVie Could Pay $8,000 a Year in Dividends
• Neutral Sentiment: Analyst estimates are mixed: Zacks Research maintained a “Hold” rating and projects roughly $20.54 in FY2026 EPS, close to the broader consensus near $20.62. It raised several longer-term quarterly estimates but lowered others, including Q1 2027, Q1 2028 and Q2 2028.
• Negative Sentiment: Near-term earnings pressure: Zacks Research issued a negative estimate for fourth-quarter earnings, adding to concerns that high medical utilization and costs could limit profitability despite the Medicare recovery. Zacks Research Has Negative Estimate for UNH Q4 Earnings

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $406.67 on Friday. 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 $365.02 billion, a price-to-earnings ratio of 23.23, a price-to-earnings-growth ratio of 1.47 and a beta of 0.60. The company has a current ratio of 0.74, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The firm has a 50 day moving average of $390.20 and a 200 day moving average of $362.40.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping the consensus estimate of $4.14 by $0.55. The business had revenue of $112.70 billion for 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 quarterly revenue was down .4% on a year-over-year basis. During the same period last year, the firm earned $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

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

Insider Buying and Selling

In related news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction 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 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 Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.19% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on UNH shares. Deutsche Bank Aktiengesellschaft upped their target price on shares of UnitedHealth Group from $370.00 to $467.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Argus boosted their price objective on shares of UnitedHealth Group from $400.00 to $470.00 and gave the stock a “buy” rating in a report on Monday, July 20th. BMO Capital Markets set a $512.00 price objective on UnitedHealth Group in a research report on Tuesday, July 21st. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, October 14th. Finally, Robert W. Baird reduced their target price on UnitedHealth Group from $453.00 to $427.00 and set a “neutral” rating for the company in a report on Wednesday, October 14th. Twenty equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus target price of $463.93.

UnitedHealth Group 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.