Sage Private Wealth Group LLC purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 1,548 shares of the healthcare conglomerate’s stock, valued at approximately $568,000.
A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Seamount Financial Group Inc. raised its holdings in shares of UnitedHealth Group by 3.6% in the 3rd quarter. Seamount Financial Group Inc. now owns 1,309 shares of the healthcare conglomerate’s stock valued at $481,000 after buying an additional 45 shares during the period. Magnus Financial Group LLC lifted its stake in UnitedHealth Group by 2.1% during the 3rd quarter. Magnus Financial Group LLC now owns 6,283 shares of the healthcare conglomerate’s stock worth $2,306,000 after acquiring an additional 132 shares in the last quarter. Hartford Financial Management Inc. boosted its holdings in UnitedHealth Group by 0.9% during the 3rd quarter. Hartford Financial Management Inc. now owns 5,653 shares of the healthcare conglomerate’s stock valued at $2,075,000 after acquiring an additional 50 shares during the period. AMG Asset Management Group Inc. grew its position in UnitedHealth Group by 7.2% in the 3rd quarter. AMG Asset Management Group Inc. now owns 681 shares of the healthcare conglomerate’s stock valued at $250,000 after acquiring an additional 46 shares in the last quarter. Finally, Arvest Investments Inc. grew its position in UnitedHealth Group by 26.6% in the 3rd quarter. Arvest Investments Inc. now owns 1,009 shares of the healthcare conglomerate’s stock valued at $370,000 after acquiring an additional 212 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.
UnitedHealth Group Trading Down 0.6%
NYSE:UNH opened at $416.95 on Thursday. 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 $374.25 billion, a PE ratio of 23.81, a price-to-earnings-growth ratio of 1.51 and a beta of 0.60. The company has a current ratio of 0.74, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The stock has a fifty day moving average price of $387.63 and a 200 day moving average price of $388.48.
UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping the consensus estimate of $4.14 by $0.55. The company had revenue of $112.70 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%. UnitedHealth Group’s revenue was down .4% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 20.64 earnings per share for the current fiscal year.
UnitedHealth Group Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were paid a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Monday, September 14th. 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 firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the sale, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.19% of the company’s stock.
Analyst Upgrades and Downgrades
UNH has been the topic of several research reports. Robert W. Baird reduced their price target on shares of UnitedHealth Group from $453.00 to $427.00 and set a “neutral” rating on the stock in a research report on Wednesday, October 14th. Morgan Stanley raised their price objective on shares of UnitedHealth Group from $468.00 to $529.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. Argus lifted their price objective on shares of UnitedHealth Group from $400.00 to $470.00 and gave the company a “buy” rating in a report on Monday, July 20th. Royal Bank Of Canada upped their target price on shares of UnitedHealth Group from $478.00 to $498.00 and gave the stock an “outperform” rating in a research note on Tuesday. Finally, New Street Research set a $402.00 target price on shares of UnitedHealth Group in a report on Friday, October 9th. Twenty 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.com, the company currently has an average rating of “Moderate Buy” and an average price target of $463.57.
Get Our Latest Research Report on UnitedHealth Group
Trending Headlines about UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth’s third-quarter adjusted earnings per share increased approximately 61% year over year, while management raised its full-year earnings outlook. The 88.4% medical care ratio also indicates improved profitability, as the company retained more premium revenue after paying medical claims. UnitedHealth’s Earnings Jumped 60%. Is the Comeback Stock a Buy, Sell, or Hold?
- Positive Sentiment: Analyst sentiment remains broadly bullish, with the average brokerage recommendation equivalent to a Buy. Separate bullish commentary points to Optum’s recovery, improved contract quality at Optum Health, margin expansion and potential AI-related efficiency gains as drivers of double-digit earnings growth through 2028. UnitedHealth: Optum’s Recovery Supports My Strong Buy Rating
- Positive Sentiment: Technical-market commentary suggested UNH shares could extend their rally, reinforcing the view that the stock’s recovery trend remains intact after its recent rebound. Mapping the Market: UnitedHealth shares look ready to extend rally
- Neutral Sentiment: Optum generated roughly half of UnitedHealth’s reported second-quarter operating earnings, providing diversification from the insurance business. However, medical inflation and Medicare funding pressure affect both insurance and care-delivery operations, making the durability of future margins a key investment question. UnitedHealth: Does Optum Truly Diversify Its Earnings Risk?
- Negative Sentiment: Healthcare stocks weakened broadly late Wednesday, creating sector-level pressure on UNH despite its company-specific earnings improvement. Sector Update: Healthcare Stocks Softer Late Afternoon
- Negative Sentiment: Reports that older Americans face higher healthcare and prescription-drug costs, alongside insurers reducing some services, highlight affordability, utilization and political risks ahead of the midterm elections. Older Americans brace for higher healthcare costs ahead of midterms
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.
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