UnitedHealth Group Incorporated $UNH Stock Bought by Eurizon Capital SGR S.p.A.

Posted by Geri Gentry on Nov 13th, 2026

Eurizon Capital SGR S.p.A. raised its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 21.4% in the 3rd quarter, Holdings Channel.com reports. The fund owned 811,167 shares of the healthcare conglomerate’s stock after acquiring an additional 142,877 shares during the quarter. UnitedHealth Group makes up approximately 0.8% of Eurizon Capital SGR S.p.A.’s portfolio, making the stock its 24th biggest position. Eurizon Capital SGR S.p.A.’s holdings in UnitedHealth Group were worth $299,279,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of UNH. PBU The Pension Fund of Early Childhood & Youth Educators raised its stake in UnitedHealth Group by 2.9% in the third quarter. PBU The Pension Fund of Early Childhood & Youth Educators now owns 84,834 shares of the healthcare conglomerate’s stock valued at $31,141,000 after buying an additional 2,368 shares during the last quarter. Werba Rubin Papier Wealth Management grew its stake in shares of UnitedHealth Group by 6.7% during the third quarter. Werba Rubin Papier Wealth Management now owns 1,691 shares of the healthcare conglomerate’s stock worth $621,000 after acquiring an additional 106 shares during the last quarter. Maryland State Retirement & Pension System acquired a new position in shares of UnitedHealth Group during the third quarter valued at about $20,248,000. Machina Capital S.A.S. acquired a new position in shares of UnitedHealth Group during the third quarter valued at about $7,497,000. Finally, DSG Capital Advisors LLC raised its position in shares of UnitedHealth Group by 0.9% in the 3rd quarter. DSG Capital Advisors LLC now owns 62,565 shares of the healthcare conglomerate’s stock valued at $22,966,000 after purchasing an additional 568 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting UnitedHealth Group

Here are a few of the latest headlines about UNH:

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
Positive Sentiment: Analysts remain broadly optimistic, and one valuation assessment says UNH may still be below fair value after its past-year gains. The company’s focus on medical-cost management and pricing is central to whether it can sustain profit growth. Do Wall Street Analysts Like UnitedHealth Group Stock? UnitedHealth Group Stock Still Looks Below Fair Value
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

Analyst Upgrades and Downgrades

UNH has been the subject of a number of recent analyst reports. Royal Bank Of Canada lifted 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, October 20th. HC Wainwright set a $500.00 price target on shares of UnitedHealth Group in a report on Friday, October 16th. UBS Group reiterated an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday, October 13th. DA Davidson set a $512.00 price objective on shares of UnitedHealth Group in a report on Tuesday, July 21st. Finally, Jefferies Financial Group upped their target price on UnitedHealth Group from $401.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Twenty equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $463.93.

View Our Latest Report on UNH

Insider Activity

In related news, CEO Patrick Conway sold 1,169 shares of the firm’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 completion of the transaction, 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 document filed with the SEC, which is available at this hyperlink. 0.19% of the stock is currently owned by company insiders.

UnitedHealth Group Trading Up 0.6%

UnitedHealth Group stock opened at $405.45 on Friday. The stock has a 50-day moving average price of $391.23 and a 200 day moving average price of $365.03. The company has a market capitalization of $363.29 billion, a price-to-earnings ratio of 23.16, a price-to-earnings-growth ratio of 1.46 and a beta of 0.51. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.66.

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. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The company had revenue of $112.72 billion for the quarter, compared to the consensus estimate of $111.31 billion. During the same quarter in the prior year, the company earned $2.59 EPS. UnitedHealth Group’s quarterly revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm 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 $2.32 dividend. 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 is presently 53.00%.

About UnitedHealth Group

(Free Report)

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.