Commonwealth Equity Services LLC raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 200,082 shares of the healthcare conglomerate’s stock after purchasing an additional 2,691 shares during the period. Commonwealth Equity Services LLC’s holdings in UnitedHealth Group were worth $73,446,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also recently bought and sold shares of UNH. BlackRock Inc. raised its position in shares of UnitedHealth Group by 4.6% in the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after acquiring an additional 3,395,530 shares during the period. State Street Corp increased its position in shares of UnitedHealth Group by 0.7% during the second 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 in the last quarter. Bank of New York Mellon Corp raised its holdings in shares of 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 boosted its position 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 buying an additional 583,536 shares during the period. Finally, Corient Private Wealth LP boosted its stake in shares of UnitedHealth Group by 1,443.7% during 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 buying an additional 7,900,011 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.
Analyst Ratings Changes
Several research analysts recently commented on the company. Leerink Partners increased their price target on UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Truist Financial increased their price objective on UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Deutsche Bank Aktiengesellschaft raised their target price on shares of UnitedHealth Group from $370.00 to $467.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Barclays lowered their price objective on shares of UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 14th. Finally, Wells Fargo & Company reduced their price target on UnitedHealth Group from $526.00 to $487.00 and set an “overweight” rating for the company in a report on Tuesday, October 27th. Twenty research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $463.93.
Check Out Our Latest Research Report on UNH
UnitedHealth Group Price Performance
Shares of UNH traded down $1.57 during midday trading on Friday, hitting $394.14. The company’s stock had a trading volume of 5,901,850 shares, compared to its average volume of 6,070,064. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $353.78 billion, a price-to-earnings ratio of 22.51, a price-to-earnings-growth ratio of 1.45 and a beta of 0.51. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company’s fifty day simple moving average is $390.62 and its two-hundred day simple moving average is $364.03.
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.14 by $0.55. The company had revenue of $112.72 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 revenue was down .4% on a year-over-year basis. During the same period in the previous year, the firm posted $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, equities analysts expect that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current fiscal year.
UnitedHealth Group Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be paid a $2.32 dividend. The ex-dividend date of this dividend is Monday, December 7th. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. UnitedHealth Group’s dividend payout ratio is currently 53.00%.
Key UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: ETFs purchased $56.4 million of UNH shares on Nov. 4, a potentially supportive demand signal. ETFs Are Buying UnitedHealth (UNH) on Nov. 4
- Positive Sentiment: UnitedHealth’s Q3 adjusted EPS of $4.69 topped analyst expectations, and a recent earnings analysis said the results bolstered confidence in a margin recovery. UnitedHealth (UNH) Q3 Earnings Lift Confidence In Margin Recovery
- Positive Sentiment: A Zacks article characterized Wall Street analysts’ view of UNH as a Buy, offering a favorable sentiment signal, though the article summary did not cite a specific new rating change. Wall Street Analysts See UnitedHealth (UNH) as a Buy: Should You Invest?
- Positive Sentiment: The company declared a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a reported yield of 2.3%. UnitedHealth Group Declares Quarterly Dividend Of $2.32 Per Share
- Negative Sentiment: Utilization and policy concerns remain an overhang for the company, highlighting uncertainty around medical costs and the regulatory environment. Utilization and Policy Concerns Weigh on UnitedHealth Group Incorporated (UNH)
- Negative Sentiment: Renewed calls for a regulatory review of UnitedHealth’s business scale, alongside warnings that AI could disrupt large healthcare companies, add longer-term risk concerns. UnitedHealth Group (UNH) Draws Breakup Pressure As AI Threat Enters The Story
Insider Buying and Selling at UnitedHealth Group
In related news, CEO Patrick Conway sold 1,169 shares of the firm’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 transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is currently owned by corporate insiders.
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.
Founded in 1977 as United HealthCare Corporation, the company is headquartered in Minnetonka, Minnesota.
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