UnitedHealth Group Incorporated $UNH Shares Newly Acquired by M Holdings Securities Inc.

M Holdings Securities Inc. purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH) during the third quarter, Holdings Channel reports. The institutional investor purchased 9,476 shares of the healthcare conglomerate’s stock, valued at approximately $3,787,000.

Several other hedge funds and other institutional investors have also bought and sold shares of UNH. General Partner Inc. bought a new position in UnitedHealth Group in the third quarter valued at approximately $512,000. PBCay One RSC Ltd bought a new stake in shares of UnitedHealth Group during the first quarter worth $14,343,000. Lee Johnson Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the second quarter worth $6,180,000. Kinsale Capital Group Inc. lifted its position in UnitedHealth Group by 13.4% in the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after acquiring an additional 4,557 shares in the last quarter. Finally, Kelleher Financial Advisors boosted its stake in UnitedHealth Group by 135.9% in the 2nd quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate’s stock worth $2,284,000 after purchasing an additional 3,166 shares during the period. Institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have issued reports on UNH. Jefferies Financial Group increased their target price on UnitedHealth Group from $401.00 to $490.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Zacks Research lowered UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a report on Monday, September 14th. Leerink Partners upped their price objective on UnitedHealth Group from $462.00 to $472.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Weiss Ratings upgraded UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, October 8th. Finally, Cantor Fitzgerald lifted their target price on UnitedHealth Group from $440.00 to $495.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus target price of $463.93.

Insider Activity

In related news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the sale, the chief executive officer owned 15,328 shares of the company’s stock, 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 legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.19% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

UnitedHealth Group Stock Performance

Shares of UNH opened at $394.14 on Monday. The stock has a market capitalization of $353.16 billion, a price-to-earnings ratio of 22.51, a PEG ratio of 1.43 and a beta of 0.51. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The firm has a fifty day simple moving average of $390.62 and a 200 day simple moving average of $364.03. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The firm had revenue of $112.72 billion for the quarter, compared to analyst estimates of $111.31 billion. During the same period in the previous year, the business earned $2.59 EPS. The company’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 forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

UnitedHealth Group Company Profile

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.