TKG Advisors LLC Takes Position in UnitedHealth Group Incorporated $UNH

TKG Advisors LLC purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 9,488 shares of the healthcare conglomerate’s stock, valued at approximately $3,276,000. UnitedHealth Group accounts for about 1.4% of TKG Advisors LLC’s investment portfolio, making the stock its 23rd biggest position.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. LFA Lugano Financial Advisors SA acquired a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $25,000. Sagard Holdings Management Inc. acquired a new position in UnitedHealth Group in the second quarter worth approximately $29,000. Islay Capital Management LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth $31,000. Riggs Asset Managment Co. Inc. raised its position in shares of UnitedHealth Group by 69.4% during the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after purchasing an additional 43 shares during the period. Finally, Kilter Group LLC acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at $34,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have commented on UNH. KeyCorp raised their target price on shares of UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, October 8th. The Goldman Sachs Group started coverage on shares of UnitedHealth Group in a research note on Tuesday, October 14th. They set a “buy” rating and a $406.00 target price on the stock. TD Cowen lifted their price target on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. Bank of America raised their price objective on UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Finally, Piper Sandler dropped their price objective on shares of UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating on the stock in a research note on Tuesday, October 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $385.75.

UnitedHealth Group Price Performance

NYSE UNH opened at $338.73 on Friday. The company has a 50 day moving average price of $330.19 and a two-hundred day moving average price of $321.98. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The stock has a market capitalization of $306.84 billion, a PE ratio of 17.68, a price-to-earnings-growth ratio of 2.02 and a beta of 0.42. 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 released its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.87 by $0.05. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The business had revenue of $113.16 billion during the quarter, compared to analyst estimates of $113.19 billion. During the same quarter in the previous year, the business earned $7.15 EPS. UnitedHealth Group’s quarterly revenue was up 12.2% compared to the same quarter last year. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

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

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth’s six‑month Medicare Advantage pilot that speeds payments by roughly 50% (cutting cycles to under 15 days) is aimed at easing cash‑flow strain for rural hospitals — a move that can strengthen provider relationships, reduce political/regulatory friction, and stabilize network access for MA members. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
• Positive Sentiment: Insider/insider-adjacent purchasing activity reported may be interpreted as a sign of confidence from connected stakeholders, which can be supportive for sentiment. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
• Neutral Sentiment: Market coverage and short‑term flows show UNH is drawing attention: a Zacks note highlighted that the stock recently closed higher on the trading day, signaling modest positive momentum but not a structural change. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
• Neutral Sentiment: Wall Street analyst coverage remains active — several pieces summarize optimistic analyst views and fresh ratings commentary, which can support trading interest but do not eliminate operational headwinds. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Options‑market flow analysis indicates active positioning around UNH, useful for gauging short‑term sentiment and volatility expectations but not a directional fundamental signal on its own. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
• Negative Sentiment: Macro and cost dynamics remain a key risk: analysis flags that sharply higher healthcare costs last year compressed margins and depressed profits — a structural challenge that could keep earnings growth muted until pricing and utilization normalize. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
• Negative Sentiment: Several commentary pieces reiterate that UNH underperformed peers last year and faces execution/headwind risks in 2026; that narrative is keeping valuation under pressure despite solid operating profitability metrics. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026

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.