Red Door Wealth Management LLC Has $8.96 Million Stock Position in UnitedHealth Group Incorporated $UNH

Red Door Wealth Management LLC increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 10.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,959 shares of the healthcare conglomerate’s stock after purchasing an additional 2,484 shares during the period. Red Door Wealth Management LLC’s holdings in UnitedHealth Group were worth $8,964,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Bayforest Capital Ltd lifted its holdings in UnitedHealth Group by 685.7% in the 1st quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 48 shares during the last quarter. LFA Lugano Financial Advisors SA acquired a new stake in shares of UnitedHealth Group in the second quarter worth $25,000. Sagard Holdings Management Inc. acquired a new position in UnitedHealth Group in the 2nd quarter valued at $29,000. Islay Capital Management LLC acquired a new position in UnitedHealth Group during the 2nd quarter worth $31,000. Finally, Nova Wealth Management Inc. grew its position in shares of UnitedHealth Group by 339.1% in the first quarter. Nova Wealth Management Inc. now owns 101 shares of the healthcare conglomerate’s stock valued at $53,000 after purchasing an additional 78 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth published external reviews and made previously internal audit findings public as part of a transparency push — a governance move that could restore stakeholder trust over time and reduce regulatory risk. UnitedHealth Published External Reviews as Part of Transparency Push
• Positive Sentiment: Management released 23 action plans from an independent audit and committed to complete implementation by end of March, showing a clear remediation timeline that investors can monitor. This reduces execution uncertainty if plans are delivered. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Positive Sentiment: Analysts and outlets are pitching UNH as an attractive dividend/long-term buy for 2026 given scale and cash flow, which could draw income-focused buyers despite near-term volatility. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?
• Neutral Sentiment: Reuters reports the company will standardize and automate processes in its health services and pharmacy units — likely to improve efficiency long term but may cause near-term implementation costs. UnitedHealth pledges operational changes after external audits
• Neutral Sentiment: Coverage is reframing UNH’s trajectory as “back to basics” for 2026 and re-evaluating valuation after a steep multi-quarter decline — helpful context but not immediate catalysts. How UnitedHealth will be getting ‘back to basics’ in 2026
• Neutral Sentiment: Analyst writeups and comparison pieces (e.g., UNH vs. Eli Lilly) are prompting renewed investor debate on whether UNH’s pullback creates a buying opportunity or signals deeper secular concerns. Better Buy in 2026: UnitedHealth Group or Eli Lilly?
• Neutral Sentiment: Recent Chinese-language market updates and stock-commentary pieces summarize analyst views and outlooks ahead of year-end — useful for sentiment tracking but not new catalysts. UnitedHealth Group (UNH) Stock Update: Insights and Analyst Predictions Ahead of December 18, 2025 UNH Stock’s Transition From Stability To Growth
• Negative Sentiment: Patient backlash and the breadth of issues revealed by audits have hurt sentiment and could invite closer regulatory scrutiny or legal risk, pressuring the stock near term. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Negative Sentiment: UNH has endured a steep 2025 drawdown (~35% YTD), prompting valuation re‑ratings and increased volatility — a macro reason some investors are selling rather than buying the remediation story. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?

UnitedHealth Group Stock Performance

NYSE UNH opened at $327.41 on Friday. The stock has a market cap of $296.58 billion, a P/E ratio of 17.09, a PEG ratio of 2.13 and a beta of 0.43. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The company’s 50-day simple moving average is $336.81 and its 200 day simple moving average is $318.19.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating the consensus estimate of $2.87 by $0.05. The company had revenue of $113.16 billion for the quarter, compared to analyst estimates of $113.19 billion. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The company’s revenue was up 12.2% compared to the same quarter last year. During the same period in the prior year, the company posted $7.15 EPS. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were issued a $2.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 2.7%. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Analysts Set New Price Targets

UNH has been the subject of several recent analyst reports. Wells Fargo & Company increased their target price on UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a research note on Tuesday, October 7th. Mizuho raised their price objective on shares of UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research note on Thursday, October 9th. Leerink Partners set a $410.00 target price on shares of UnitedHealth Group and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Royal Bank Of Canada boosted their price objective on shares of UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Finally, Zacks Research raised UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research report on Monday, October 6th. Seventeen research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $385.54.

UnitedHealth Group Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.