Legacy Wealth Management LLC MS Has $4.45 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Legacy Wealth Management LLC MS lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 13.8% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 12,880 shares of the healthcare conglomerate’s stock after selling 2,059 shares during the quarter. UnitedHealth Group accounts for approximately 1.3% of Legacy Wealth Management LLC MS’s investment portfolio, making the stock its 14th biggest position. Legacy Wealth Management LLC MS’s holdings in UnitedHealth Group were worth $4,447,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. LFA Lugano Financial Advisors SA bought a new position in UnitedHealth Group during the 2nd quarter worth $25,000. Bayforest Capital Ltd increased its position in shares of UnitedHealth Group by 685.7% in the first quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 48 shares during the period. Sagard Holdings Management Inc. acquired a new stake in UnitedHealth Group during the second quarter worth about $29,000. Islay Capital Management LLC bought a new position in UnitedHealth Group in the second quarter valued at approximately $31,000. Finally, Riggs Asset Managment Co. Inc. boosted its holdings in shares of UnitedHealth Group by 69.4% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after purchasing an additional 43 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $346.57 on Friday. The stock’s 50-day simple moving average is $329.46 and its 200-day simple moving average is $320.79. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week 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. The company has a market capitalization of $313.94 billion, a price-to-earnings ratio of 18.09, a PEG ratio of 2.06 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, topping the consensus estimate of $2.87 by $0.05. The business had revenue of $113.16 billion during 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 business’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the prior year, the business earned $7.15 EPS. As a group, analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

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

More UnitedHealth Group News

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

• Positive Sentiment: Barclays raised its price target on UNH to $391 and kept an Overweight rating, citing expectations that managed-care margins will recover in 2026 — a direct bullish catalyst for the stock. UnitedHealth (UNH) Poised to Benefit as Investor Focus Shifts Away From AI, Says Barclays
• Positive Sentiment: Evercore ISI upgraded UnitedHealth to a “strong-buy,” a high-profile endorsement that likely attracted buying interest and contributed to positive intraday flows. Evercore Upgrade (via Zacks)
• Positive Sentiment: Coverage notes and headlines reporting analyst upgrades (for example, AmericanBankingNews coverage of a post-upgrade move) are amplifying momentum by bringing attention to the firm’s improving analyst sentiment. UnitedHealth Group (NYSE:UNH) Shares Up 2% Following Analyst Upgrade
• Positive Sentiment: Sector-level tailwinds: recent commentary and ETF flows into health-care (VHT) highlight a broader rotation into healthcare stocks — lower relative valuations and demand for defensive, inelastic businesses are helping lift large-cap insurers like UNH. (Sector coverage summarized in recent market articles.)
• Neutral Sentiment: Analytical pieces looking at what has weighed on UNH’s performance provide context for risks investors should monitor (e.g., benefit-cycle timing, margin pressure in parts of the business). These are explanatory, not new catalysts; they help investors assess whether current upgrades reflect durable earnings improvement. Here’s What Hit UnitedHealth Group’s (UNH) Performance

Analyst Upgrades and Downgrades

UNH has been the subject of a number of analyst reports. JPMorgan Chase & Co. lifted their target price on shares of UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research note on Thursday, October 9th. Wells Fargo & Company lifted their target price on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 7th. Leerink Partners set a $410.00 target price on shares of UnitedHealth Group and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. KeyCorp boosted their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, October 8th. Finally, The Goldman Sachs Group started coverage on UnitedHealth Group in a research note on Tuesday, October 14th. They issued a “buy” rating and a $406.00 target price on the stock. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $385.75.

UnitedHealth Group 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.