UnitedHealth Group Incorporated $UNH Stake Lessened by Simplicity Wealth LLC

Simplicity Wealth LLC cut its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 38.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 19,619 shares of the healthcare conglomerate’s stock after selling 12,048 shares during the quarter. Simplicity Wealth LLC’s holdings in UnitedHealth Group were worth $7,202,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in UNH. BlackRock Inc. grew its holdings 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 acquiring an additional 3,395,530 shares in the last quarter. State Street Corp raised 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 valued at $18,966,555,000 after purchasing an additional 301,081 shares in the last quarter. Bank of New York Mellon Corp lifted its position in shares of UnitedHealth Group by 6.1% during the 2nd 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 purchasing an additional 616,723 shares during the last quarter. Wellington Management Group LLP grew 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 worth $4,436,923,000 after purchasing an additional 583,536 shares in the last quarter. Finally, Corient Private Wealth LP grew its stake in shares of UnitedHealth Group by 1,443.7% during the second quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate’s stock worth $3,510,920,000 after purchasing an additional 7,900,011 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Third-quarter beat and raised outlook support the shares. Adjusted EPS rose approximately 61% to $4.69, exceeding the $4.14 consensus estimate, while revenue reached $112.7 billion versus expectations of $111.3 billion. Management raised its 2026 adjusted EPS outlook to at least $20.50, reinforcing investor confidence in its cost controls and execution. UnitedHealth beat-and-raise quarter
• Positive Sentiment: Optum Health’s performance improved materially. The unit’s profit increased to $735 million, helping demonstrate operating leverage and contributing to UnitedHealth’s post-earnings recovery. Optum Health profit surge
• Positive Sentiment: Analyst expectations and valuation support remain favorable. Erste Group raised its FY2026 EPS estimate to $20.55 from $19.86 and its FY2027 estimate to $23.29 from $22.51. Mizuho also lifted its price target to $500 from $493 and maintained an “outperform” rating, implying additional upside from the referenced price. Mizuho raises UnitedHealth price target
• Neutral Sentiment: Investor attention and value-based coverage may increase trading interest. Zacks highlighted heightened investor attention and characterized UNH as a value stock, but these are sentiment and screening signals rather than new fundamental developments. Zacks value-stock analysis
• Negative Sentiment: Higher 2027 Medicare costs could pressure affordability and margins. The planned increase in costs for seniors may create political and utilization concerns, potentially offsetting some of the recent earnings momentum. Healthcare stocks also faced broader sector pressure in recent trading. UnitedHealth 2027 Medicare costs

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction that occurred on 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 in the company, valued at approximately $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 can be accessed through this hyperlink. Corporate insiders own 0.19% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have weighed in on the company. UBS Group restated an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday, October 13th. DA Davidson set a $512.00 price objective on UnitedHealth Group in a research report on Tuesday, July 21st. Wells Fargo & Company increased their price objective on UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Cantor Fitzgerald raised their target price on UnitedHealth Group from $440.00 to $495.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Finally, Weiss Ratings upgraded UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, October 8th. Twenty equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $463.80.

UnitedHealth Group Stock Performance

NYSE UNH opened at $417.97 on Friday. The company has a fifty day moving average of $388.47 and a two-hundred day moving average of $389.72. The company has a market capitalization of $375.17 billion, a PE ratio of 23.87, a P/E/G ratio of 1.51 and a beta of 0.60. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. The business had revenue of $112.70 billion for the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business’s revenue was down .4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, analysts expect that UnitedHealth Group Incorporated will post 20.62 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. Shareholders of record on Monday, September 14th were given a dividend of $2.32 per share. The ex-dividend date of this dividend was Monday, September 14th. This represents a $9.28 annualized dividend and a yield of 2.2%. UnitedHealth Group’s payout ratio is 53.00%.

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.