Valley National Advisers Inc. Has $2.57 Million Holdings in UnitedHealth Group Incorporated $UNH

Valley National Advisers Inc. boosted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 592.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,451 shares of the healthcare conglomerate’s stock after buying an additional 6,375 shares during the period. Valley National Advisers Inc.’s holdings in UnitedHealth Group were worth $2,571,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. LFA Lugano Financial Advisors SA acquired a new stake in UnitedHealth Group during the second quarter worth approximately $25,000. Bayforest Capital Ltd boosted its holdings in shares of UnitedHealth Group by 685.7% during the 1st quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock worth $29,000 after buying an additional 48 shares in the last quarter. Sagard Holdings Management Inc. acquired a new position in shares of UnitedHealth Group during the 2nd quarter valued at $29,000. Islay Capital Management LLC bought a new position in UnitedHealth Group during the second quarter worth $31,000. Finally, Riggs Asset Managment Co. Inc. increased its stake in UnitedHealth Group by 69.4% in the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after purchasing an additional 43 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

UNH has been the subject of several research reports. TD Cowen raised their target price on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research note on Thursday, October 30th. UBS Group raised their price objective on UnitedHealth Group from $378.00 to $430.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Deutsche Bank Aktiengesellschaft cut UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price on the stock. in a report on Wednesday, October 29th. Piper Sandler lowered their price objective on shares of UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating on the stock in a report on Tuesday, October 28th. Finally, Jefferies Financial Group boosted their target price on shares of UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a research report on Friday, October 17th. Seventeen analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $385.54.

UnitedHealth Group Stock Up 1.3%

UNH opened at $331.76 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. The company’s 50-day moving average is $333.71 and its 200 day moving average is $319.10. The firm has a market capitalization of $300.52 billion, a P/E ratio of 17.32, a PEG ratio of 2.16 and a beta of 0.43.

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

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were given 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 dividend yield of 2.7%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 46.14%.

UnitedHealth Group News Summary

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

• Positive Sentiment: AI-driven cost initiatives — UnitedHealth is pushing AI to cut administrative waste, speed claims/approvals and protect margins, which investors see as a clear efficiency and profit-margin catalyst if execution succeeds. AI Takes Center Stage at UNH: Will It Fix Administrative Waste?
• Positive Sentiment: Sector rotation into healthcare — analysts/narratives note money moving into healthcare as interest-rate dynamics shift, benefiting large, cash-generative insurers like UnitedHealth. This broader flow helps demand for UNH shares. Sector Rotation: 2 Smart Money Moves for 2026 (UNH)
• Positive Sentiment: Minor institutional buying — Carnegie Investment Counsel modestly increased its UNH stake in Q3, a small endorsement from a professional manager that can marginally support sentiment. UnitedHealth Group Incorporated $UNH Shares Bought by Carnegie Investment Counsel
• Neutral Sentiment: Short-term technical rebound — recent session coverage notes UNH outperformed the market and broke a multi-session losing streak, which can attract momentum traders but is not necessarily a fundamental shift. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Analyst commentary after rebound — media/analyst pieces are weighing what comes next for UNH; these add context and volatility but so far offer mixed near-term directional signals. What’s next for UnitedHealth stock (UNH) after the recent rebound? Analysts weigh in

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.