Bernicke Wealth Management Ltd. Purchases 3,583 Shares of UnitedHealth Group Incorporated $UNH

Bernicke Wealth Management Ltd. acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 3,583 shares of the healthcare conglomerate’s stock, valued at approximately $1,315,000.

Other large investors also recently added to or reduced their stakes in the company. BlackRock Inc. increased its stake in 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 acquiring an additional 3,395,530 shares during the last quarter. State Street Corp boosted its position in shares of 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 acquiring an additional 301,081 shares during the last quarter. Bank of America Corp DE boosted its position in shares of UnitedHealth Group by 21.8% during the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock valued at $3,169,606,000 after acquiring an additional 2,097,859 shares during the last quarter. Fisher Asset Management LLC grew its holdings in shares of UnitedHealth Group by 19.2% during the third quarter. Fisher Asset Management LLC now owns 10,829,637 shares of the healthcare conglomerate’s stock worth $3,975,343,000 after purchasing an additional 1,747,368 shares in the last quarter. Finally, Bank of New York Mellon Corp increased its position in shares of UnitedHealth Group by 6.1% in the second quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock worth $4,449,317,000 after purchasing an additional 616,723 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

Insider Activity

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction dated 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 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 legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.19% of the company’s stock.

Wall Street Analyst Weigh In

UNH has been the topic of a number of recent analyst reports. The Goldman Sachs Group raised their target price on shares of UnitedHealth Group from $435.00 to $490.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Wells Fargo & Company cut their price target on shares of UnitedHealth Group from $526.00 to $487.00 and set an “overweight” rating for the company in a research note on Tuesday, October 27th. JPMorgan Chase & Co. increased their price target on shares of UnitedHealth Group from $516.00 to $524.00 and gave the stock an “overweight” rating in a report on Friday, October 16th. UBS Group restated an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, October 13th. Finally, HC Wainwright set a $500.00 price objective on shares of UnitedHealth Group in a report on Friday, October 16th. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $463.93.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $407.62 on Friday. The stock has a market capitalization of $365.23 billion, a P/E ratio of 23.28, a price-to-earnings-growth ratio of 1.47 and a beta of 0.51. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.74. The business’s 50 day simple moving average is $391.36 and its two-hundred day simple moving average is $365.66.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping 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 analysts’ expectations of $111.31 billion. During the same quarter last year, the business earned $2.59 earnings per share. The business’s revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be 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 is Monday, December 7th. UnitedHealth Group’s dividend payout ratio (DPR) is 53.00%.

Trending Headlines about UnitedHealth Group

Investors following UNH have been watching these headlines:

• Positive Sentiment: Optum Rx reported higher operating earnings in the third quarter of 2026 despite lower prescription volumes. Biosimilar adoption and operating efficiencies helped offset pressure, demonstrating the segment’s ability to grow profitability amid membership challenges. Article: Can UNH’s Optum Rx Sustain Profit Growth as Prescription Volumes Fall?
• Positive Sentiment: ETF flows were supportive: 51 ETFs bought UNH while nine sold shares on Nov. 11, for reported net ETF buying of $86.8 million. Article: UnitedHealth Sees $86.8 Million in Net ETF Buying
• Positive Sentiment: Recent commentary says analysts remain optimistic, and another article argues the shares may still be below fair value. It cites board changes and a sharper focus on medical-cost management and pricing as factors that could support earnings, though valuation depends on execution. Article: Do Wall Street Analysts Like UnitedHealth Group Stock? Article: UnitedHealth Group Stock Still Looks Below Fair Value After Board Appointment

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.