Live Oak Investment Partners Takes Position in UnitedHealth Group Incorporated $UNH

Live Oak Investment Partners bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,899 shares of the healthcare conglomerate’s stock, valued at approximately $1,001,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Peoples Bank OH purchased a new stake in UnitedHealth Group during the 3rd quarter worth approximately $230,000. Focused Investors LLC increased its stake in shares of UnitedHealth Group by 2.4% in the third quarter. Focused Investors LLC now owns 516,000 shares of the healthcare conglomerate’s stock worth $178,175,000 after buying an additional 12,000 shares during the last quarter. Country Trust Bank grew its holdings in UnitedHealth Group by 10.6% during the 3rd quarter. Country Trust Bank now owns 125,401 shares of the healthcare conglomerate’s stock worth $43,301,000 after acquiring an additional 11,969 shares in the last quarter. American Capital Advisory LLC raised its stake in shares of UnitedHealth Group by 7.5% in the 3rd quarter. American Capital Advisory LLC now owns 557 shares of the healthcare conglomerate’s stock valued at $192,000 after purchasing an additional 39 shares in the last quarter. Finally, Wright Investors Service Inc. lifted its holdings in UnitedHealth Group by 14.1% during the 3rd quarter. Wright Investors Service Inc. now owns 14,508 shares of the healthcare conglomerate’s stock worth $5,010,000 after buying an additional 1,788 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

UNH stock opened at $338.73 on Friday. The company has a market capitalization of $306.84 billion, a P/E ratio of 17.68, a PEG ratio of 2.02 and a beta of 0.42. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71. The company has a 50-day simple moving average of $330.19 and a 200 day simple moving average of $321.98. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $113.19 billion. During the same period in the previous year, the firm earned $7.15 EPS. UnitedHealth Group’s revenue was up 12.2% on a year-over-year basis. Sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share 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 of this dividend was Monday, December 8th. UnitedHealth Group’s payout ratio is currently 46.14%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s six‑month Medicare Advantage pilot that speeds payments by roughly 50% (cutting cycles to under 15 days) is aimed at easing cash‑flow strain for rural hospitals — a move that can strengthen provider relationships, reduce political/regulatory friction, and stabilize network access for MA members. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
• Positive Sentiment: Insider/insider-adjacent purchasing activity reported may be interpreted as a sign of confidence from connected stakeholders, which can be supportive for sentiment. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
• Neutral Sentiment: Market coverage and short‑term flows show UNH is drawing attention: a Zacks note highlighted that the stock recently closed higher on the trading day, signaling modest positive momentum but not a structural change. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
• Neutral Sentiment: Wall Street analyst coverage remains active — several pieces summarize optimistic analyst views and fresh ratings commentary, which can support trading interest but do not eliminate operational headwinds. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Options‑market flow analysis indicates active positioning around UNH, useful for gauging short‑term sentiment and volatility expectations but not a directional fundamental signal on its own. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
• Negative Sentiment: Macro and cost dynamics remain a key risk: analysis flags that sharply higher healthcare costs last year compressed margins and depressed profits — a structural challenge that could keep earnings growth muted until pricing and utilization normalize. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
• Negative Sentiment: Several commentary pieces reiterate that UNH underperformed peers last year and faces execution/headwind risks in 2026; that narrative is keeping valuation under pressure despite solid operating profitability metrics. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026

Analyst Ratings Changes

A number of research firms have commented on UNH. The Goldman Sachs Group initiated coverage on shares of UnitedHealth Group in a report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price objective for the company. Deutsche Bank Aktiengesellschaft cut shares of 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. KeyCorp upped their target price on UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a report on Wednesday, October 8th. Barclays boosted their price objective on UnitedHealth Group from $386.00 to $391.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Finally, Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, October 24th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $385.75.

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.