UnitedHealth Group Incorporated $UNH Shares Newly Purchased by Leuthold Group LLC

Leuthold Group LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 2,519 shares of the healthcare conglomerate’s stock, valued at approximately $925,000.

A number of other hedge funds have also modified their holdings of the business. Retirement Systems of Alabama lifted its position in shares of UnitedHealth Group by 140.0% in the third quarter. Retirement Systems of Alabama now owns 457,848 shares of the healthcare conglomerate’s stock valued at $168,067,000 after acquiring an additional 267,068 shares in the last quarter. Clear Wave Wealth Management LLC boosted its stake in shares of UnitedHealth Group by 4.1% during the third quarter. Clear Wave Wealth Management LLC now owns 1,592 shares of the healthcare conglomerate’s stock valued at $584,000 after acquiring an additional 62 shares during the last quarter. Kohmann Bosshard Financial Services LLC increased its position in UnitedHealth Group by 11.1% during the 3rd quarter. Kohmann Bosshard Financial Services LLC now owns 690 shares of the healthcare conglomerate’s stock worth $253,000 after purchasing an additional 69 shares in the last quarter. Fulcrum Asset Management LLP raised its stake in UnitedHealth Group by 77.3% in the 3rd quarter. Fulcrum Asset Management LLP now owns 7,578 shares of the healthcare conglomerate’s stock valued at $2,841,000 after purchasing an additional 3,304 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC raised its stake in UnitedHealth Group by 55.5% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 199,606 shares of the healthcare conglomerate’s stock valued at $72,896,000 after purchasing an additional 71,264 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

More UnitedHealth Group News

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

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on UNH shares. HC Wainwright set a $500.00 price target on shares of UnitedHealth Group in a research note on Friday, October 16th. BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Wall Street Zen raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Cantor Fitzgerald raised their target price on shares of UnitedHealth Group from $440.00 to $495.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Finally, Zacks Research cut shares of UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 14th. Twenty research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $463.93.

UnitedHealth Group Trading Up 1.8%

Shares of UNH stock opened at $404.88 on Wednesday. The firm’s 50-day simple moving average is $390.98 and its 200-day simple moving average is $364.53. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.74. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The firm has a market cap of $362.78 billion, a P/E ratio of 23.12, a PEG ratio of 1.44 and a beta of 0.51.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. The firm had revenue of $112.72 billion during the quarter, compared to the consensus estimate of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. UnitedHealth Group’s revenue was down .4% compared to the same quarter last year. During the same period 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, equities analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Dividend Announcement

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 issued a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Monday, December 7th. UnitedHealth Group’s dividend payout ratio is presently 53.00%.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction 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 transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 0.19% of the company’s stock.

UnitedHealth Group Profile

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.