2,190 Shares in UnitedHealth Group Incorporated $UNH Bought by Sanders Morris Harris LLC

Sanders Morris Harris LLC acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the third quarter, Holdings Channel reports. The institutional investor acquired 2,190 shares of the healthcare conglomerate’s stock, valued at approximately $804,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. BlackRock Inc. lifted its stake in UnitedHealth Group by 4.6% in the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after purchasing an additional 3,395,530 shares during the last quarter. State Street Corp boosted its position in UnitedHealth Group by 0.7% during the second quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock valued at $18,966,555,000 after buying an additional 301,081 shares during the period. Bank of America Corp DE grew its stake in shares of UnitedHealth Group by 21.8% during the first quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock valued at $3,169,606,000 after buying an additional 2,097,859 shares during the last quarter. Bank of New York Mellon Corp increased its holdings in shares of UnitedHealth Group by 6.1% in the second quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock worth $4,449,317,000 after buying an additional 616,723 shares during the period. Finally, Wellington Management Group LLP increased its holdings in shares of UnitedHealth Group by 5.8% in the second quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock worth $4,436,923,000 after buying an additional 583,536 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $396.02 on Thursday. The company has a current ratio of 0.74, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The firm has a market cap of $355.46 billion, a P/E ratio of 22.62, a P/E/G ratio of 1.41 and a beta of 0.60. The firm has a 50-day moving average of $387.10 and a 200-day moving average of $383.47.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The company had revenue of $112.70 billion during the quarter, compared to the consensus estimate of $111.31 billion. During the same quarter in the prior year, the company earned $2.59 earnings per share. The firm’s revenue for the quarter was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 20.00 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were issued a $2.32 dividend. The ex-dividend date was Monday, September 14th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio is 59.72%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction dated 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 sale, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.19% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q3 earnings beat expectations: UnitedHealth reported adjusted EPS of $4.69 versus consensus near $4.14 and revenue of $112.7 billion versus estimates of $111.3 billion. Operating earnings rose to $6.6 billion, supported by improved cost management and profitability. UnitedHealth Group tops estimates, hikes profit outlook
• Positive Sentiment: Higher 2026 guidance: Management now expects adjusted earnings of at least $20.50 per share, above its prior $19.50–$20.00 range and analyst expectations around $19.85–$19.86. UnitedHealth Group stock jumps on profit outlook raise
• Positive Sentiment: Margin recovery is gaining credibility: The medical care ratio improved to 88.4%, while pricing discipline, benefit changes, care-delivery initiatives and AI tools helped reduce administrative friction. Management described 2026 as a potential bottom for Medicaid margins and outlined 13%–16% long-term earnings growth, with stronger growth targeted for 2027. UNH Q3 Earnings Call Highlights 2027 Growth and Margin Recovery
• Positive Sentiment: Analyst support: Piper Sandler raised its target to $504 and maintained an overweight rating. Mizuho also named UNH a top healthcare pick, while other bullish views point to Optum’s earnings contribution and potential recovery in underappreciated business lines. UnitedHealth Stock Moves Higher
• Neutral Sentiment: Analyst views remain mixed: Barclays trimmed its target to $440 while retaining overweight, and Baird lowered its target to $427 with a neutral rating. This suggests investors see meaningful upside but remain cautious about the pace and durability of the recovery. UnitedHealth Stock Forecast
• Negative Sentiment: Underlying pressures persist: Quarterly revenue was slightly below the prior year, while commercial medical costs and Medicaid profitability continue to pressure margins. Lower membership, the Medicare-related business reset and concerns that the earnings improvement may not yet be fully sustainable explain why the shares did not hold all of their initial gains. UnitedHealth Group Drops as Medicare Exit Clouds Q3 Beat

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday. JPMorgan Chase & Co. lifted their price target on UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 21st. Cantor Fitzgerald boosted their price objective on UnitedHealth Group from $440.00 to $495.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. UBS Group reissued an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday. Finally, Truist Financial raised their target price on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Twenty investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $461.83.

About UnitedHealth Group

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.