Physician Wealth Advisors Inc. increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 200.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,020 shares of the healthcare conglomerate’s stock after acquiring an additional 1,347 shares during the period. Physician Wealth Advisors Inc.’s holdings in UnitedHealth Group were worth $742,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also made changes to their positions in the business. General Partner Inc. bought a new stake in shares of UnitedHealth Group during the third quarter valued at approximately $512,000. PBCay One RSC Ltd bought a new position in UnitedHealth Group in the 1st quarter valued at approximately $14,343,000. Lee Johnson Capital Management LLC bought a new position in UnitedHealth Group in the 2nd quarter valued at approximately $6,180,000. Kinsale Capital Group Inc. boosted its stake in UnitedHealth Group by 13.4% during the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after purchasing an additional 4,557 shares during the last quarter. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. increased its holdings in shares of UnitedHealth Group by 1,287.2% in the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock worth $16,241,000 after purchasing an additional 55,695 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.
UnitedHealth Group Stock Up 3.2%
UNH stock opened at $419.70 on Wednesday. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The business’s 50-day moving average is $387.40 and its two-hundred day moving average is $387.49. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74. The company has a market cap of $376.72 billion, a price-to-earnings ratio of 23.97, a P/E/G ratio of 1.47 and a beta of 0.60.
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.14 by $0.55. The business had revenue of $112.70 billion for the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business’s revenue for the quarter was down .4% on a year-over-year basis. During the same period last year, the firm posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, analysts forecast that UnitedHealth Group Incorporated will post 20.64 earnings per share for the current year.
UnitedHealth Group Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.2%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s payout ratio is 53.00%.
Wall Street Analysts Forecast Growth
Several research analysts have recently weighed in on UNH shares. Erste Group Bank cut UnitedHealth Group from a “buy” rating to a “hold” rating in a research note on Thursday, August 27th. New Street Research set a $402.00 price objective on UnitedHealth Group in a research report on Friday, October 9th. Oppenheimer lifted their price objective on UnitedHealth Group from $420.00 to $500.00 and gave the stock an “outperform” rating in a report on Friday, July 17th. Sanford C. Bernstein decreased their target price on UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating for the company in a research report on Wednesday, October 14th. Finally, Leerink Partners upped their target price on shares of UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a research note 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 MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $463.57.
Get Our Latest Stock Report on UnitedHealth Group
Insider Buying and Selling
In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the 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 transaction, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.19% of the company’s stock.
Key Stories Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: A Seeking Alpha analyst initiated coverage with a Strong Buy rating and a $533 price target, citing margin recovery, improved Optum Health contracts and AI-related efficiencies as potential drivers of double-digit EPS growth through 2028. The analyst also viewed UNH’s valuation as discounted relative to the healthcare sector. UnitedHealth: Optum’s Recovery Supports My Strong Buy Rating
- Positive Sentiment: UnitedHealth was selected as a CNBC “Final Trades” stock after its better-than-expected quarterly results, adding to favorable short-term investor sentiment. Twilio, Transocean and a Health Care Stock on CNBC’s Final Trades
- Positive Sentiment: Analysts and investors are reassessing UNH after the earnings beat and raised outlook, while commentary suggests the stock’s recent momentum reflects renewed confidence in medical-cost trends and operational execution. UnitedHealth Group Has The Market Asking A Bigger Question
- Neutral Sentiment: UnitedHealth’s results have renewed interest in healthcare ETFs with UNH exposure, although diversification may reduce the impact of company-specific gains and limit direct upside. Healthcare ETFs to Buy as UnitedHealth Beats on Q3 Earnings
- Negative Sentiment: A competing analyst downgraded UNH from Strong Buy to Buy, arguing that the shares may already reflect much of the recovery at roughly 20 times forward earnings. Valuation, medical-cost pressure and execution risks remain concerns. UnitedHealth: My Thesis Has Played Out, I Wouldn’t Chase Here
- Negative Sentiment: Reports of rising healthcare costs, reduced services and higher prescription-drug prices for older Americans could increase political scrutiny and pressure insurers’ affordability and retention metrics. Older Americans Brace for Higher Healthcare Costs Ahead of Midterms
- Negative Sentiment: Declining individual-market enrollment and reports that millions of seniors may lose Medicare Advantage plans highlight regulatory, membership and pricing risks for the broader insurance industry, including UNH. 3.2 Million Seniors Will Lose Their Medicare Advantage Plans in 2027
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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