UnitedHealth Group Incorporated $UNH Shares Acquired by Lebenthal Global Advisors LLC

Lebenthal Global Advisors LLC boosted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 164.7% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 5,242 shares of the healthcare conglomerate’s stock after acquiring an additional 3,262 shares during the quarter. Lebenthal Global Advisors LLC’s holdings in UnitedHealth Group were worth $1,924,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Nvwm LLC grew its stake in shares of UnitedHealth Group by 89.2% during the third quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock valued at $26,000 after acquiring an additional 33 shares in the last quarter. Wellington Altus USA Inc. lifted its stake in shares of UnitedHealth Group by 97.1% in the second quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock worth $28,000 after acquiring an additional 33 shares in the last quarter. Security National Bank of SO Dak purchased a new position in UnitedHealth Group in the second quarter valued at about $29,000. Compass Wealth Management LLC purchased a new position in UnitedHealth Group in the third quarter valued at about $29,000. Finally, Aberdeen Wealth Management LLC acquired a new stake in UnitedHealth Group during the 2nd quarter valued at approximately $31,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Down 1.0%

Shares of NYSE UNH opened at $406.67 on Friday. The stock’s 50 day moving average price is $390.20 and its two-hundred day moving average price is $362.40. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The stock has a market capitalization of $365.02 billion, a P/E ratio of 23.23, a PEG ratio of 1.49 and a beta of 0.60. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The company had revenue of $112.70 billion during the quarter, compared to analyst estimates of $111.31 billion. During the same quarter last year, the firm earned $2.59 EPS. 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. On average, analysts anticipate that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders 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 payout ratio is currently 53.00%.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction 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. 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 available at this link. 0.19% of the stock is currently owned by corporate insiders.

UnitedHealth Group News Summary

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

Wall Street Analyst Weigh In

UNH has been the topic of several analyst reports. HC Wainwright set a $500.00 price objective on UnitedHealth Group in a report on Friday, October 16th. The Goldman Sachs Group raised their price target on shares of UnitedHealth Group from $435.00 to $490.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Oppenheimer lifted their price target on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an “outperform” rating in a research note on Friday, July 17th. Weiss Ratings raised shares of UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, October 8th. Finally, Stephens set a $500.00 price objective on shares of UnitedHealth Group in a research note on Friday, October 16th. Twenty investment analysts have rated the stock with a Buy rating and eight have assigned 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 price target 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.