Partners Wealth Management LLC Makes New $3.45 Million Investment in UnitedHealth Group Incorporated $UNH

Partners Wealth Management LLC purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 9,411 shares of the healthcare conglomerate’s stock, valued at approximately $3,454,000.

A number of other large investors have also modified their holdings of the company. Soltis Investment Advisors LLC increased its position in UnitedHealth Group by 3.1% in the 3rd quarter. Soltis Investment Advisors LLC now owns 32,623 shares of the healthcare conglomerate’s stock valued at $11,975,000 after acquiring an additional 969 shares during the period. Founders Financial Securities LLC boosted its position in UnitedHealth Group by 3.0% during the 3rd quarter. Founders Financial Securities LLC now owns 1,973 shares of the healthcare conglomerate’s stock worth $724,000 after acquiring an additional 58 shares during the period. Argentarii LLC grew its stake in shares of UnitedHealth Group by 1.3% in the third quarter. Argentarii LLC now owns 4,821 shares of the healthcare conglomerate’s stock worth $1,770,000 after purchasing an additional 60 shares in the last quarter. Fonville Wealth Management LLC bought a new position in shares of UnitedHealth Group in the third quarter worth $221,000. Finally, China Universal Asset Management Co. Ltd. increased its holdings in shares of UnitedHealth Group by 25.3% during the third quarter. China Universal Asset Management Co. Ltd. now owns 10,462 shares of the healthcare conglomerate’s stock valued at $3,923,000 after purchasing an additional 2,115 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Activity

In other news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction 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 $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 0.19% of the stock is owned by company insiders.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Morgan Stanley raised its price target for UnitedHealth Group to $531 from $529, citing signs that Medicare margins are returning to a more favorable range. Morgan Stanley raises UnitedHealth Group price target
• Positive Sentiment: The company’s recent quarterly results exceeded expectations, with earnings and revenue above consensus estimates, while management raised its outlook. Analysts also lifted their longer-term Zacks Research estimates, including FY2027 EPS to $23.29 from $22.28 and FY2028 EPS to $26.60 from $25.74. UnitedHealth raises guidance after quarterly beat
• Neutral Sentiment: Zacks Research maintained a “Hold” rating and issued mixed estimate revisions: some 2027 and 2028 quarterly forecasts increased, while estimates for Q1 2027, Q1 2028, and Q2 2028 were reduced. Its FY2026 EPS estimate of $20.54 is broadly in line with the $20.62 consensus.
• Negative Sentiment: Medical costs remain elevated, creating uncertainty for commercial plans and Medicaid. Investors are also watching whether increased artificial-intelligence spending can generate sufficient savings. The margin recovery in Medicare must broaden across the business to support further upside. UnitedHealth margins recover while medical costs remain high

Wall Street Analyst Weigh In

A number of brokerages recently 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. Raymond James Financial reaffirmed an “outperform” rating and issued a $450.00 price target on shares of UnitedHealth Group in a research note on Thursday, October 15th. BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a report on Tuesday, July 21st. Piper Sandler boosted their target price on UnitedHealth Group from $502.00 to $504.00 and gave the stock an “overweight” rating in a report on Wednesday, October 14th. Finally, HSBC upped their target price on UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. Twenty investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $463.93.

UnitedHealth Group Stock Up 0.7%

UNH stock opened at $410.05 on Friday. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The firm has a market cap of $368.06 billion, a PE ratio of 23.42, a P/E/G ratio of 1.47 and a beta of 0.60. The firm has a 50 day simple moving average of $389.76 and a 200 day simple moving average of $362.07. 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 quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping 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 firm’s quarterly revenue was down .4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders 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 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s payout ratio is 53.00%.

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.