Keybank National Association OH boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 7.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 197,486 shares of the healthcare conglomerate’s stock after buying an additional 13,241 shares during the period. Keybank National Association OH’s holdings in UnitedHealth Group were worth $72,493,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently bought and sold shares of UNH. Wellington Altus USA Inc. grew its stake in shares of UnitedHealth Group by 97.1% during the 2nd quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock valued at $28,000 after buying an additional 33 shares during the period. Security National Bank of SO Dak acquired a new stake in UnitedHealth Group during the second quarter worth about $29,000. Nvwm LLC increased its stake in UnitedHealth Group by 89.2% during the third quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 33 shares during the last quarter. Aberdeen Wealth Management LLC purchased a new position in shares of UnitedHealth Group in the 2nd quarter worth about $31,000. Finally, Compass Wealth Management LLC acquired a new position in shares of UnitedHealth Group in the 3rd quarter valued at about $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.
Trending Headlines about UnitedHealth Group
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
UnitedHealth Group Stock Performance
UnitedHealth Group stock opened at $404.88 on Wednesday. The firm has a market capitalization of $362.78 billion, a PE ratio of 23.12, a price-to-earnings-growth ratio of 1.44 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 stock’s 50 day moving average price is $390.98 and its 200 day moving average price is $364.53. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.74 and a current ratio of 0.74.
UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its quarterly earnings data 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 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 for the quarter was down .4% on a year-over-year basis. During the same quarter last year, the company earned $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, sell-side analysts expect that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.
UnitedHealth Group Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Investors 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 yield of 2.3%. The ex-dividend date of this dividend is Monday, December 7th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 53.00%.
Analyst Upgrades and Downgrades
A number of analysts have recently issued reports on UNH shares. Piper Sandler boosted their target price on UnitedHealth Group from $502.00 to $504.00 and gave the stock an “overweight” rating in a report on Wednesday, October 14th. Sanford C. Bernstein cut their price target on shares of UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating on the stock in a report on Wednesday, October 14th. Leerink Partners lifted their price target on shares of UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. HC Wainwright set a $500.00 price objective on shares of UnitedHealth Group in a research note on Friday, October 16th. Finally, Morgan Stanley increased their price objective on shares of UnitedHealth Group from $529.00 to $531.00 and gave the stock an “overweight” rating in a research 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. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $463.93.
Check Out Our Latest Research Report on UnitedHealth Group
Insiders Place Their Bets
In related news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group 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 sale, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.19% of the company’s stock.
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.
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