2,846 Shares of UnitedHealth Group Incorporated $UNH Bought by CenterBook Partners LP

CenterBook Partners LP purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 2,846 shares of the healthcare conglomerate’s stock, valued at approximately $1,045,000.

A number of other large investors have also recently added to or reduced their stakes in the business. General American Investors Co. Inc. acquired a new position in UnitedHealth Group during the 3rd quarter worth about $16,519,000. Allegiance Financial Group Advisory Services LLC lifted its position in shares of UnitedHealth Group by 15.8% during the third quarter. Allegiance Financial Group Advisory Services LLC now owns 889 shares of the healthcare conglomerate’s stock worth $326,000 after purchasing an additional 121 shares in the last quarter. Alta Advisers Ltd grew its holdings in shares of UnitedHealth Group by 80.2% in the third quarter. Alta Advisers Ltd now owns 6,515 shares of the healthcare conglomerate’s stock valued at $2,392,000 after purchasing an additional 2,899 shares in the last quarter. Legacies Wealth LLC grew its holdings in shares of UnitedHealth Group by 247.4% in the third quarter. Legacies Wealth LLC now owns 264 shares of the healthcare conglomerate’s stock valued at $97,000 after purchasing an additional 188 shares in the last quarter. Finally, Westside Investment Management Inc. increased its stake in UnitedHealth Group by 1.5% during the 3rd quarter. Westside Investment Management Inc. now owns 3,643 shares of the healthcare conglomerate’s stock worth $1,338,000 after buying an additional 54 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. TD Cowen reiterated a “hold” rating and issued a $402.00 price objective on shares of UnitedHealth Group in a research note on Thursday, October 15th. Zacks Research lowered UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 14th. Leerink Partners lifted their price objective on UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. New Street Research set a $402.00 target price on shares of UnitedHealth Group in a research note on Friday, October 9th. Finally, Royal Bank Of Canada lifted their price target on shares of UnitedHealth Group from $478.00 to $498.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 20th. Twenty equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $463.93.

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 dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the transaction, the chief executive officer owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed 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: UnitedHealth’s profits are reportedly improving despite fewer members and lower Optum Health sales, with higher margins and pricing discipline supporting the recovery. Medical-cost pressures remain a risk. Article: Leaner and Meaner: Are UNH’s Profits Getting Bigger?
• Neutral Sentiment: Madeline Bell, former CEO of Children’s Hospital of Philadelphia, joined UnitedHealth’s board. Her healthcare leadership adds experience, though the appointment alone may have limited near-term earnings impact. Article: Madeline Bell Joins UnitedHealth Group Board of Directors
• Neutral Sentiment: A proposed bill would give some ACA marketplace customers a special enrollment period if their provider leaves a plan’s network. It is not enacted, and the potential effect on UNH is uncertain. Article: Right to Re-Enroll Act of 2026
• Negative Sentiment: UnitedHealth plans to drop Medicare coverage in 140 counties and leave Wyoming. The pullback could reduce membership and revenue in affected markets, although exiting areas with unfavorable economics may help control costs. Article: UnitedHealth Group Will Drop Medicare Plans In 140 Counties And Leave Wyoming

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $404.88 on Wednesday. The stock’s 50-day simple moving average is $390.98 and its 200-day simple moving average is $364.53. The firm has a market capitalization of $362.78 billion, a PE ratio of 23.12, a price-to-earnings-growth ratio of 1.44 and a beta of 0.51. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.74 and a current ratio of 0.74.

UnitedHealth Group (NYSE:UNH) last announced its quarterly 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. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The company had revenue of $112.72 billion for the quarter, compared to analyst estimates of $111.31 billion. During the same period in the prior year, the firm posted $2.59 earnings per share. The firm’s revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, December 7th will be given a $2.32 dividend. The ex-dividend date of this dividend is Monday, December 7th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s payout ratio is 53.00%.

About UnitedHealth Group

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid. Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.