UnitedHealth Group Incorporated $UNH Stock: Curated Wealth Partners LLC Reduces Holdings

Curated Wealth Partners LLC trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 84.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,377 shares of the healthcare conglomerate’s stock after selling 17,945 shares during the period. Curated Wealth Partners LLC’s holdings in UnitedHealth Group were worth $1,240,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of UNH. BlackRock Inc. raised its position in UnitedHealth Group by 4.6% during the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after buying an additional 3,395,530 shares during the last quarter. State Street Corp grew its holdings in shares of UnitedHealth Group by 0.7% in the 2nd quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock worth $18,966,555,000 after acquiring an additional 301,081 shares during the period. Bank of America Corp DE raised its stake in shares of UnitedHealth Group by 21.8% during the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock worth $3,169,606,000 after buying an additional 2,097,859 shares during the last quarter. Bank of New York Mellon Corp lifted 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 valued at $4,449,317,000 after purchasing an additional 616,723 shares in the last quarter. Finally, Wellington Management Group LLP boosted its stake in shares of UnitedHealth Group by 5.8% during the second quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock valued at $4,436,923,000 after acquiring an additional 583,536 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Q3 earnings beat and guidance raise: UnitedHealth reported adjusted earnings of $4.69 per share, above the $4.14 consensus estimate, on revenue of $112.7 billion versus expectations of $111.3 billion. Management raised its 2026 adjusted EPS outlook to at least $20.50, compared with its previous $19.50–$20.00 range. UnitedHealth Beats on Earnings, But Investors Question Growth Path
• Positive Sentiment: Improving profitability: The medical care ratio improved to 88.4%, while lower medical costs, pricing discipline and benefit changes supported a significant year-over-year increase in earnings. Optum also contributed $3.7 billion in operating earnings, reinforcing the view that the recovery is broadening. UnitedHealth Group Gains After Q3 Beat and Higher 2026 Outlook
• Positive Sentiment: Optimistic analyst views: Goldman Sachs raised its price target to $506, and Piper Sandler increased its target to $504 while maintaining an overweight rating. Analysts also cited faster-than-expected Medicare Advantage margin recovery and potential for stronger 2027 growth. Goldman Sachs Raises UNH Target Price to $506
• Neutral Sentiment: Mixed analyst positioning: TD Cowen reaffirmed a hold rating with a $402 target, while Barclays retained overweight at $440 and lowered its target slightly. This suggests much of the earnings improvement may already be reflected in the stock.
• Negative Sentiment: Growth concerns remain: Investors are questioning the sustainability of the recovery as membership declines, the company exits certain Medicare Advantage markets, and commercial medical costs and Medicaid pressures weigh on margins. Baird cut its target to $427 and assigned a neutral rating, while some commentary warned that improved results alone may not justify further upside. UnitedHealth Group FQ3 Earnings Positives Already Priced In

Wall Street Analyst Weigh In

UNH has been the subject of several recent analyst reports. Oppenheimer lifted their target price on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an “outperform” rating in a research note on Friday, July 17th. Royal Bank Of Canada boosted their target price on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Argus increased their price objective on shares of UnitedHealth Group from $400.00 to $470.00 and gave the company a “buy” rating in a research note on Monday, July 20th. Cantor Fitzgerald increased their target price on shares of UnitedHealth Group from $440.00 to $495.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Finally, Barclays reduced their price target on shares of UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating for the company in a report on Wednesday. Twenty research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $461.48.

UnitedHealth Group Price Performance

Shares of NYSE UNH traded up $15.89 during mid-day trading on Thursday, reaching $411.51. The company had a trading volume of 5,342,609 shares, compared to its average volume of 7,368,940. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The company has a 50-day moving average price of $387.10 and a two-hundred day moving average price of $383.47. The stock has a market cap of $369.37 billion, a PE ratio of 23.55, a P/E/G ratio of 1.41 and a beta of 0.60. 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 (NYSE:UNH) last released its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The business had revenue of $112.70 billion for the quarter, compared to the consensus estimate of $111.31 billion. During the same period last year, the firm posted $2.59 earnings per share. The firm’s quarterly revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, equities analysts anticipate that UnitedHealth Group Incorporated will post 20.00 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

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

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction dated Friday, August 21st. The stock was 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 owned 15,328 shares of the company’s stock, valued at $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is currently owned by company insiders.

UnitedHealth Group Company 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.