Opal Wealth Advisors LLC Sells 2,828 Shares of UnitedHealth Group Incorporated $UNH

Opal Wealth Advisors LLC decreased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 42.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,852 shares of the healthcare conglomerate’s stock after selling 2,828 shares during the period. Opal Wealth Advisors LLC’s holdings in UnitedHealth Group were worth $1,330,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Murphy Pohlad Asset Management LLC increased its position in UnitedHealth Group by 21.8% during the 2nd quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock valued at $1,380,000 after buying an additional 791 shares in the last quarter. Carnegie Investment Counsel increased its holdings in shares of UnitedHealth Group by 2.2% during the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock valued at $36,471,000 after acquiring an additional 2,316 shares in the last quarter. Berkshire Hathaway Inc bought a new position in UnitedHealth Group in the 2nd quarter worth about $1,572,193,000. Triumph Capital Management bought a new stake in UnitedHealth Group during the 2nd quarter valued at about $1,324,000. Finally, Wealth Effects LLC grew its holdings in shares of UnitedHealth Group by 14.4% during the second quarter. Wealth Effects LLC now owns 4,688 shares of the healthcare conglomerate’s stock valued at $1,463,000 after buying an additional 591 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently issued reports on UNH shares. Jefferies Financial Group upped their price objective on UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a research report on Friday, October 17th. Zacks Research raised UnitedHealth Group from a “strong sell” rating to a “hold” rating in a report on Monday, October 6th. Leerink Partners set a $410.00 price target on UnitedHealth Group and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Deutsche Bank Aktiengesellschaft downgraded UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price on the stock. in a report on Wednesday, October 29th. Finally, KeyCorp upped their price target on shares of UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $385.75.

More UnitedHealth Group News

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

• Positive Sentiment: Evercore analysts upgraded UnitedHealth to a “strong-buy,” signaling confidence in 2026 growth and supporting near-term upside for the stock. Evercore Analysts Love UnitedHealth Stock for 2026. Should You Buy UNH Here?
• Positive Sentiment: Bernstein raised its price target to $444 (from $440) and kept an Outperform rating, which supports higher valuation expectations for UNH. Bernstein Lifts PT on UnitedHealth Group (UNH) to $444 From $440
• Positive Sentiment: Barclays bumped its target to $391 and kept an Overweight rating, citing managed-care margin recovery that could lift UNH in 2026. UnitedHealth (UNH) Poised to Benefit as Investor Focus Shifts Away From AI, Says Barclays
• Positive Sentiment: Evercore ISI’s upgrade earlier in the week drove a short-term bounce (shares were reported up ~2% on the call), reinforcing analyst conviction that could attract flow into UNH. Zacks / Evercore ISI upgrade reporting
• Neutral Sentiment: The healthcare sector’s rebound and ETF inflows (e.g., Vanguard Health Care ETF) are creating a supportive backdrop for UNH as investors rotate into under-owned healthcare names. This ETF Is Proof That the Healthcare Rebound Is Real
• Neutral Sentiment: Coverage pieces note rising analyst confidence is changing UNH’s investment story—more upgrades and target lifts can reduce short-term volatility but also price in expectations. How Rising Analyst Confidence At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Negative Sentiment: An explanatory piece outlines factors that have recently hit UnitedHealth’s performance (operational or market pressures referenced), which helps explain why shares are softer despite bullish analyst action. Here’s What Hit UnitedHealth Group’s (UNH) Performance

UnitedHealth Group Stock Performance

NYSE UNH opened at $343.83 on Friday. The business has a 50-day moving average price of $329.51 and a 200-day moving average price of $321.20. The firm has a market cap of $311.46 billion, a price-to-earnings ratio of 17.95, a price-to-earnings-growth ratio of 2.08 and a beta of 0.42. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping analysts’ consensus estimates of $2.87 by $0.05. The company had revenue of $113.16 billion for the quarter, compared to analysts’ expectations of $113.19 billion. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The firm’s revenue was up 12.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $7.15 EPS. As a group, equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were paid a $2.21 dividend. The ex-dividend date was Monday, December 8th. This represents a $8.84 annualized dividend and a yield of 2.6%. UnitedHealth Group’s payout ratio is presently 46.14%.

UnitedHealth Group Company Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.