Mad River Investors Buys Shares of 1,700 UnitedHealth Group Incorporated $UNH

Mad River Investors purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the third quarter, HoldingsChannel reports. The institutional investor purchased 1,700 shares of the healthcare conglomerate’s stock, valued at approximately $587,000. UnitedHealth Group makes up about 0.3% of Mad River Investors’ holdings, making the stock its 22nd biggest holding.

A number of other hedge funds have also recently bought and sold shares of UNH. Brighton Jones LLC raised its holdings in UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after purchasing an additional 2,324 shares in the last quarter. AlphaQuest LLC boosted its stake in UnitedHealth Group by 237.9% during the first quarter. AlphaQuest LLC now owns 2,284 shares of the healthcare conglomerate’s stock worth $1,196,000 after buying an additional 1,608 shares in the last quarter. AIMZ Investment Advisors LLC raised its stake in shares of UnitedHealth Group by 0.8% in the 1st quarter. AIMZ Investment Advisors LLC now owns 5,578 shares of the healthcare conglomerate’s stock valued at $2,922,000 after buying an additional 47 shares in the last quarter. Finally, Quantitative Investment Management LLC acquired a new stake in shares of UnitedHealth Group during the 1st quarter valued at about $31,706,000. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Performance

Shares of NYSE:UNH opened at $327.41 on Monday. The stock has a market capitalization of $296.58 billion, a P/E ratio of 17.09, a P/E/G ratio of 2.13 and a beta of 0.43. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The business has a 50-day moving average price of $336.81 and a two-hundred day moving average price of $318.32.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, beating the consensus estimate of $2.87 by $0.05. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The company had revenue of $113.16 billion during the quarter, compared to analysts’ expectations of $113.19 billion. The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $7.15 EPS. Equities analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

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

Trending Headlines about UnitedHealth Group

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?

Wall Street Analyst Weigh In

UNH has been the topic of a number of recent research reports. Jefferies Financial Group lifted their price objective on UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a report on Friday, October 17th. JPMorgan Chase & Co. boosted their price target on UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a research note on Thursday, October 9th. Royal Bank Of Canada increased their price objective on UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Bank of America upped their target price on shares of UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Finally, Piper Sandler cut their price target on shares of UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a report on Tuesday, October 28th. Seventeen analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company’s stock. According to 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.