UnitedHealth Group Incorporated $UNH Stake Raised by MASTERINVEST Kapitalanlage GmbH

MASTERINVEST Kapitalanlage GmbH grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 112.1% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 16,746 shares of the healthcare conglomerate’s stock after purchasing an additional 8,849 shares during the period. MASTERINVEST Kapitalanlage GmbH’s holdings in UnitedHealth Group were worth $5,782,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in UNH. Bayforest Capital Ltd lifted its position 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 valued at $29,000 after acquiring an additional 48 shares during the last quarter. LFA Lugano Financial Advisors SA purchased a new stake in shares of UnitedHealth Group during the second quarter valued at $25,000. Sagard Holdings Management Inc. purchased a new position in UnitedHealth Group in the 2nd quarter worth about $29,000. Islay Capital Management LLC purchased a new stake in UnitedHealth Group during the second quarter valued at about $31,000. Finally, Nova Wealth Management Inc. increased 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 worth $53,000 after acquiring an additional 78 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have weighed in on the stock. Bank of America lifted their price objective on shares of UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Sanford C. Bernstein raised their price objective on UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, October 24th. Zacks Research upgraded shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Finally, Royal Bank Of Canada boosted their price target on shares of UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $385.75.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Evercore analysts upgraded UnitedHealth to a “strong-buy,” signaling confidence in 2026 growth and supporting near-term upside for the stock. Evercore Analysts Love UnitedHealth Stock for 2026. Should You Buy UNH Here?
• Positive Sentiment: Bernstein raised its price target to $444 (from $440) and kept an Outperform rating, which supports higher valuation expectations for UNH. Bernstein Lifts PT on UnitedHealth Group (UNH) to $444 From $440
• Positive Sentiment: Barclays bumped its target to $391 and kept an Overweight rating, citing managed-care margin recovery that could lift UNH in 2026. UnitedHealth (UNH) Poised to Benefit as Investor Focus Shifts Away From AI, Says Barclays
• Positive Sentiment: Evercore ISI’s upgrade earlier in the week drove a short-term bounce (shares were reported up ~2% on the call), reinforcing analyst conviction that could attract flow into UNH. Zacks / Evercore ISI upgrade reporting
• Neutral Sentiment: The healthcare sector’s rebound and ETF inflows (e.g., Vanguard Health Care ETF) are creating a supportive backdrop for UNH as investors rotate into under-owned healthcare names. This ETF Is Proof That the Healthcare Rebound Is Real
• Neutral Sentiment: Coverage pieces note rising analyst confidence is changing UNH’s investment story—more upgrades and target lifts can reduce short-term volatility but also price in expectations. How Rising Analyst Confidence At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Negative Sentiment: An explanatory piece outlines factors that have recently hit UnitedHealth’s performance (operational or market pressures referenced), which helps explain why shares are softer despite bullish analyst action. Here’s What Hit UnitedHealth Group’s (UNH) Performance

UnitedHealth Group Trading Down 0.9%

Shares of NYSE:UNH opened at $343.83 on Friday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The firm has a fifty day moving average price of $329.51 and a 200 day moving average price of $321.09. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. The stock has a market capitalization of $311.46 billion, a PE ratio of 17.95, a P/E/G ratio of 2.09 and a beta of 0.42.

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

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s payout ratio is presently 46.14%.

About UnitedHealth Group

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.