UnitedHealth Group Incorporated $UNH Stock: PBU The Pension Fund of Early Childhood & Youth Educators Raises Holdings

PBU The Pension Fund of Early Childhood & Youth Educators boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 2.9% during the third quarter, Holdings Channel.com reports. The institutional investor owned 84,834 shares of the healthcare conglomerate’s stock after acquiring an additional 2,368 shares during the period. PBU The Pension Fund of Early Childhood & Youth Educators’ holdings in UnitedHealth Group were worth $31,141,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the stock. General Partner Inc. purchased a new stake in UnitedHealth Group during the 3rd quarter worth about $512,000. PBCay One RSC Ltd purchased a new position in UnitedHealth Group in the 1st quarter valued at about $14,343,000. Lee Johnson Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter worth about $6,180,000. Kinsale Capital Group Inc. grew its holdings in shares of UnitedHealth Group by 13.4% during the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock worth $16,006,000 after buying an additional 4,557 shares in the last quarter. Finally, Kelleher Financial Advisors raised its position in shares of UnitedHealth Group by 135.9% in the second quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate’s stock valued at $2,284,000 after buying an additional 3,166 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on UNH. Bank of America reissued a “buy” rating and set a $450.00 price objective on shares of UnitedHealth Group in a research note on Monday, July 20th. Erste Group Bank downgraded UnitedHealth Group from a “buy” rating to a “hold” rating in a report on Thursday, August 27th. JPMorgan Chase & Co. increased their price target on UnitedHealth Group from $516.00 to $524.00 and gave the stock an “overweight” rating in a research note on Friday, October 16th. Zacks Research downgraded UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a report on Monday, September 14th. Finally, Weiss Ratings raised UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, October 8th. Twenty equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $463.93.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction 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. The trade was a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders own 0.19% of the company’s stock.

UnitedHealth Group Trading Up 0.6%

Shares of UNH opened at $405.45 on Friday. 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 12 month low of $255.96 and a 12 month high of $461.62. The stock has a market cap of $363.29 billion, a PE ratio of 23.16, a P/E/G ratio of 1.46 and a beta of 0.51. The stock’s 50-day moving average is $391.23 and its two-hundred day moving average is $365.03.

UnitedHealth Group (NYSE:UNH) last announced 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 business had revenue of $112.72 billion for the quarter, compared to the consensus estimate of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The company’s revenue was down .4% on a year-over-year basis. During the same period last year, the business posted $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities analysts forecast that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current fiscal 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 paid a dividend of $2.32 per share. The ex-dividend date is Monday, December 7th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 53.00%.

Recent UnitedHealth Group Headlines

These are some of the UNH headlines that stood out recently:

• Positive Sentiment: UnitedHealth raised its 2026 adjusted EPS outlook for the third time this year, from at least $17.75 in January to at least $20.50 in October. Optum Health’s third-quarter operating earnings also rose to $735 million from $41 million a year earlier, supporting the turnaround and stronger earnings outlook. UnitedHealth Just Raised Guidance for the Third Time This Year
• Neutral Sentiment: UnitedHealth added Madeline Bell, a children’s hospital CEO, to its board—the second board appointment since the company began its financial and operational turnaround. The appointment adds healthcare leadership experience, though its financial impact is uncertain. UnitedHealth Adds Children’s Hospital Executive to Board
• Negative Sentiment: UnitedHealth plans to drop Medicare plans in 140 counties and leave Wyoming. The exits could reduce coverage and membership in affected areas; the longer-term impact will depend on whether the move helps control costs and improve plan economics. UnitedHealth to Drop Medicare Plans in 140 Counties and Leave Wyoming

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.