Ritholtz Wealth Management Has $6.20 Million Stock Position in UnitedHealth Group Incorporated $UNH

Ritholtz Wealth Management grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 28.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 17,953 shares of the healthcare conglomerate’s stock after acquiring an additional 3,943 shares during the quarter. Ritholtz Wealth Management’s holdings in UnitedHealth Group were worth $6,199,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. Geode Capital Management LLC raised its position in shares of UnitedHealth Group by 3.3% during the second quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock valued at $6,624,411,000 after buying an additional 675,075 shares during the last quarter. Norges Bank acquired a new position in UnitedHealth Group in the 2nd quarter valued at approximately $3,837,207,000. Dodge & Cox grew its holdings in shares of UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its position in UnitedHealth Group by 6.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock worth $2,340,346,000 after purchasing an additional 432,084 shares during the period. Finally, Amundi increased its holdings in UnitedHealth Group by 33.8% in the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after buying an additional 1,565,245 shares during the period. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group News Summary

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

UnitedHealth Group Stock Up 1.1%

NYSE:UNH opened at $338.73 on Friday. The stock’s fifty day moving average price is $330.19 and its two-hundred day moving average price is $321.98. The company has a market cap of $306.84 billion, a price-to-earnings ratio of 17.68, a P/E/G ratio of 2.02 and a beta of 0.42. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.87 by $0.05. The business 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 firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $7.15 earnings per share. On average, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s payout ratio is currently 46.14%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on UNH. Royal Bank Of Canada lifted their target price on shares of UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a research report on Wednesday, October 29th. Sanford C. Bernstein increased their target price on UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Deutsche Bank Aktiengesellschaft cut UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target on the stock. in a research report on Wednesday, October 29th. Mizuho increased their target price on shares of UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research report on Thursday, October 9th. Finally, TD Cowen raised their price objective on shares of UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $385.75.

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.