UnitedHealth Group Incorporated $UNH Stock Acquired by D.A. Davidson & CO.

D.A. Davidson & CO. boosted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 4.7% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 88,998 shares of the healthcare conglomerate’s stock after buying an additional 3,980 shares during the period. D.A. Davidson & CO.’s holdings in UnitedHealth Group were worth $32,670,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently added to or reduced their stakes in UNH. BlackRock Inc. lifted its holdings in shares of UnitedHealth Group by 4.6% during the second 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 in the last quarter. State Street Corp grew its stake in shares of UnitedHealth Group by 0.7% in 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 acquiring an additional 301,081 shares in the last quarter. Bank of New York Mellon Corp increased its position in UnitedHealth Group by 6.1% during 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 acquiring an additional 616,723 shares during the period. Wellington Management Group LLP raised its stake in UnitedHealth Group by 5.8% in the 2nd 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 raised its stake in UnitedHealth Group by 1,443.7% in the 2nd 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 own 87.86% of the company’s stock.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the firm’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 sale, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 0.19% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on UNH. New Street Research set a $402.00 target price on shares of UnitedHealth Group in a research report on Friday, October 9th. Argus lifted their price target on shares of UnitedHealth Group from $400.00 to $470.00 and gave the company a “buy” rating in a research report on Monday, July 20th. Sanford C. Bernstein cut their price target on UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating for the company in a research note on Wednesday, October 14th. Raymond James Financial reissued an “outperform” rating and set a $450.00 price target on shares of UnitedHealth Group in a research report on Thursday, October 15th. Finally, Morgan Stanley raised their price objective on UnitedHealth Group from $529.00 to $531.00 and gave the stock an “overweight” rating in a research note on Tuesday. Twenty investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus target price of $463.93.

UnitedHealth Group Trading Down 0.9%

UNH opened at $406.81 on Thursday. The stock has a market capitalization of $365.15 billion, a price-to-earnings ratio of 23.23, a P/E/G ratio of 1.51 and a beta of 0.60. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a 50-day simple moving average of $389.32 and a 200 day simple moving average of $361.74.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating the consensus estimate of $4.14 by $0.55. The firm had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The business’s quarterly revenue was down .4% compared to the same quarter last year. During the same period last year, the firm earned $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Analysts predict that UnitedHealth Group Incorporated will post 20.62 EPS for the current fiscal 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 given a dividend of $2.32 per share. The ex-dividend date was Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 53.00%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Long-term earnings estimates increased. Zacks Research raised its FY2027 EPS forecast to $23.29 from $22.28 and its FY2028 estimate to $26.60 from $25.74, signaling improved expectations for UnitedHealth’s future profitability.
• Positive Sentiment: Morgan Stanley lifted its price target. The firm increased its target to $531 from $529 and maintained an “Overweight” rating, implying substantial potential upside from recent trading levels. Morgan Stanley Adjusts Price Target on UnitedHealth Group
• Neutral Sentiment: Near-term estimates were mixed. Zacks raised its Q2 2027 EPS forecast to $6.62 from $6.35, but slightly reduced its Q4 2026 estimate to $2.24 from $2.25. Zacks continues to rate UNH “Hold,” indicating limited conviction despite stronger longer-term projections.
• Neutral Sentiment: Fraud-prevention collaboration highlights operational opportunities. UnitedHealth and Codoxo plan to present AI-based methods for identifying healthcare fraud beyond traditional claims data. The initiative could support payment integrity and cost control, though it is not expected to materially affect near-term results. Codoxo and UnitedHealth Group fraud presentation
• Negative Sentiment: Investor uncertainty remains elevated. A law firm is soliciting shareholders over allegations concerning potential insider fiduciary-duty violations. The notice does not establish wrongdoing, but such announcements can add reputational and legal-risk concerns. UnitedHealth shareholder legal notice
• Negative Sentiment: Industry margin pressure remains a concern. A comparison with Molina Healthcare points to elevated medical costs and membership-related pressure across managed-care companies, factors that could weigh on UnitedHealth’s near-term margins even as its recent earnings exceeded expectations. Molina Healthcare versus Elevance Health and UnitedHealth

About UnitedHealth Group

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.