UnitedHealth Group Incorporated $UNH Stock: KMG Fiduciary Partners LLC Lowers Stake

KMG Fiduciary Partners LLC lowered its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 15.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,590 shares of the healthcare conglomerate’s stock after selling 1,365 shares during the quarter. KMG Fiduciary Partners LLC’s holdings in UnitedHealth Group were worth $2,786,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in UNH. Allied Investment Advisors LLC lifted its holdings in shares of UnitedHealth Group by 4.7% during the 3rd quarter. Allied Investment Advisors LLC now owns 641 shares of the healthcare conglomerate’s stock valued at $235,000 after buying an additional 29 shares during the period. Copeland Capital Management LLC increased its position in UnitedHealth Group by 721.3% during the third quarter. Copeland Capital Management LLC now owns 2,464 shares of the healthcare conglomerate’s stock valued at $904,000 after acquiring an additional 2,164 shares during the last quarter. B. Riley Wealth Advisors Inc. increased its position in UnitedHealth Group by 15.5% during the third quarter. B. Riley Wealth Advisors Inc. now owns 13,941 shares of the healthcare conglomerate’s stock valued at $5,117,000 after acquiring an additional 1,871 shares during the last quarter. Krilogy Financial LLC lifted its holdings in UnitedHealth Group by 5.2% in the third quarter. Krilogy Financial LLC now owns 10,572 shares of the healthcare conglomerate’s stock valued at $4,002,000 after acquiring an additional 521 shares during the period. Finally, Affinity Capital Advisors LLC boosted its position in UnitedHealth Group by 19.2% in the third quarter. Affinity Capital Advisors LLC now owns 918 shares of the healthcare conglomerate’s stock worth $348,000 after purchasing an additional 148 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $378.59 on Wednesday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The stock has a 50-day simple moving average of $387.44 and a two-hundred day simple moving average of $382.57. The firm has a market capitalization of $339.82 billion, a PE ratio of 24.36, a P/E/G ratio of 1.42 and a beta of 0.60. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%. The firm had revenue of $112.70 billion for the quarter, compared to the consensus estimate of $111.31 billion. During the same quarter last year, the company earned $2.59 earnings per share. The business’s revenue for the quarter was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 19.85 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were paid a dividend of $2.32 per share. The ex-dividend date was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.19% of the stock is owned by corporate insiders.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Q3 earnings materially beat expectations. Adjusted earnings were $4.69 per share versus consensus estimates near $4.14, while revenue of approximately $112.7 billion also exceeded forecasts. Operating earnings increased 52% to $6.6 billion, supported by improved execution and lower medical costs. UnitedHealth Group tops estimates, hikes profit outlook as insurer manages high medical costs
• Positive Sentiment: UnitedHealth raised its 2026 outlook. The company now expects adjusted earnings of at least $20.50 per share, above the roughly $19.86 consensus estimate. Management also indicated that Wall Street’s 2027 earnings expectations may be too conservative. UnitedHealth raises 2026 earnings outlook as quarterly operating profit jumps 52%
• Positive Sentiment: The turnaround strategy is showing progress. Management cited better margins, tighter cost controls, the exit from unprofitable patient groups and improving performance across the insurance and Optum businesses. AI tools reportedly reduced clinical-review times by 33%, potentially supporting longer-term efficiency gains. UnitedHealth Group Earnings Call Highlights Growth and AI
• Neutral Sentiment: Medicaid margins may have reached a trough. UnitedHealth expects core Medicaid margins to improve after 2026, with 2026 described as the likely bottom. This supports the recovery thesis but implies meaningful benefits may take time to appear. UnitedHealth Calls 2026 the Bottom for Medicaid Margins
• Negative Sentiment: Top-line growth remains weak. Quarterly revenue was roughly flat, or slightly lower, year over year, and reports noted softness in Optum Health revenue. Investors may therefore be looking for evidence that profit improvements can translate into sustained sales growth. UnitedHealth raises guidance as Optum Health revenue slips
• Negative Sentiment: The market reaction suggests a high bar for the recovery. UNH initially gained as much as roughly 5% before trimming those gains, indicating that investors may already have priced in part of the earnings recovery and remain cautious about medical-cost trends, Medicaid profitability and execution in 2027. UnitedHealth Group stock trims gains on profit outlook increase

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the stock. Jefferies Financial Group upped their price target on shares of UnitedHealth Group from $401.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Sanford C. Bernstein reissued an “outperform” rating and issued a $512.00 price objective (up from $492.00) on shares of UnitedHealth Group in a report on Wednesday, September 2nd. Raymond James Financial boosted their target price on shares of UnitedHealth Group from $370.00 to $460.00 and gave the company an “outperform” rating in a research report on Tuesday, July 14th. TD Cowen reduced their target price on shares of UnitedHealth Group from $430.00 to $402.00 and set a “hold” rating for the company in a report on Friday. Finally, The Goldman Sachs Group increased their price target on shares of UnitedHealth Group from $435.00 to $490.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Twenty analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $462.59.

UnitedHealth Group Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.