General American Investors Co. Inc. Makes New Investment in UnitedHealth Group Incorporated $UNH

General American Investors Co. Inc. acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 45,000 shares of the healthcare conglomerate’s stock, valued at approximately $16,519,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of UNH. Allegiance Financial Group Advisory Services LLC lifted its position in UnitedHealth Group by 15.8% during the third quarter. Allegiance Financial Group Advisory Services LLC now owns 889 shares of the healthcare conglomerate’s stock valued at $326,000 after purchasing an additional 121 shares during the period. Alta Advisers Ltd boosted its holdings in UnitedHealth Group by 80.2% in the third quarter. Alta Advisers Ltd now owns 6,515 shares of the healthcare conglomerate’s stock valued at $2,392,000 after purchasing an additional 2,899 shares during the last quarter. Legacies Wealth LLC grew its position in UnitedHealth Group by 247.4% during the 3rd quarter. Legacies Wealth LLC now owns 264 shares of the healthcare conglomerate’s stock worth $97,000 after purchasing an additional 188 shares during the period. Westside Investment Management Inc. raised its stake in shares of UnitedHealth Group by 1.5% during the 3rd quarter. Westside Investment Management Inc. now owns 3,643 shares of the healthcare conglomerate’s stock valued at $1,338,000 after buying an additional 54 shares during the last quarter. Finally, Principle Wealth Partners LLC raised its stake in shares of UnitedHealth Group by 1.5% during the 3rd quarter. Principle Wealth Partners LLC now owns 27,045 shares of the healthcare conglomerate’s stock valued at $9,928,000 after buying an additional 388 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

More UnitedHealth Group News

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

• Positive Sentiment: ETFs purchased $56.4 million of UNH shares on Nov. 4, a potentially supportive demand signal. ETFs Are Buying UnitedHealth (UNH) on Nov. 4
• Positive Sentiment: UnitedHealth’s Q3 adjusted EPS of $4.69 topped analyst expectations, and a recent earnings analysis said the results bolstered confidence in a margin recovery. UnitedHealth (UNH) Q3 Earnings Lift Confidence In Margin Recovery
• Positive Sentiment: A Zacks article characterized Wall Street analysts’ view of UNH as a Buy, offering a favorable sentiment signal, though the article summary did not cite a specific new rating change. Wall Street Analysts See UnitedHealth (UNH) as a Buy: Should You Invest?
• Positive Sentiment: The company declared a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a reported yield of 2.3%. UnitedHealth Group Declares Quarterly Dividend Of $2.32 Per Share
• Negative Sentiment: Utilization and policy concerns remain an overhang for the company, highlighting uncertainty around medical costs and the regulatory environment. Utilization and Policy Concerns Weigh on UnitedHealth Group Incorporated (UNH)
• Negative Sentiment: Renewed calls for a regulatory review of UnitedHealth’s business scale, alongside warnings that AI could disrupt large healthcare companies, add longer-term risk concerns. UnitedHealth Group (UNH) Draws Breakup Pressure As AI Threat Enters The Story

Insider Activity

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 transaction, 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 filing with the SEC, which is available at the SEC website. 0.19% of the stock is owned by company insiders.

Analyst Ratings Changes

UNH has been the topic of a number of recent research reports. JPMorgan Chase & Co. upped their target price on UnitedHealth Group from $516.00 to $524.00 and gave the stock an “overweight” rating in a research note on Friday, October 16th. Mizuho lifted their price target on UnitedHealth Group from $493.00 to $500.00 and gave the company an “outperform” rating in a research report on Thursday, October 22nd. Wells Fargo & Company decreased their price target on UnitedHealth Group from $526.00 to $487.00 and set an “overweight” rating for the company in a report on Tuesday, October 27th. Barclays lowered their price objective on UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 14th. Finally, Sanford C. Bernstein cut their target price on shares of UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating for the company in a report on Wednesday, October 14th. Twenty research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $463.93.

UnitedHealth Group Price Performance

Shares of UNH stock traded down $1.57 during mid-day trading on Friday, hitting $394.14. 5,901,850 shares of the stock were exchanged, compared to its average volume of 6,070,064. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The company has a market cap of $353.78 billion, a PE ratio of 22.51, a price-to-earnings-growth ratio of 1.45 and a beta of 0.51. The firm has a fifty day moving average of $390.62 and a 200 day moving average of $364.03.

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 analysts’ consensus estimates of $4.14 by $0.55. The company had revenue of $112.72 billion during the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. UnitedHealth Group’s quarterly revenue was down .4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Research analysts anticipate that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Monday, December 7th. UnitedHealth Group’s dividend payout ratio is presently 53.00%.

About UnitedHealth Group

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid.

Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.

Founded in 1977 as United HealthCare Corporation, the company is headquartered in Minnetonka, Minnesota.