New York Life Investment Management LLC reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 124,855 shares of the healthcare conglomerate’s stock after selling 1,660 shares during the quarter. New York Life Investment Management LLC’s holdings in UnitedHealth Group were worth $45,832,000 at the end of the most recent quarter.
Other hedge funds have also bought and sold shares of the company. City State Bank lifted its position in shares of UnitedHealth Group by 5.6% during the third quarter. City State Bank now owns 471 shares of the healthcare conglomerate’s stock worth $173,000 after acquiring an additional 25 shares in the last quarter. Murphy Pohlad Asset Management LLC grew its position in shares of UnitedHealth Group by 0.5% in the third quarter. Murphy Pohlad Asset Management LLC now owns 5,305 shares of the healthcare conglomerate’s stock valued at $1,947,000 after purchasing an additional 25 shares in the last quarter. LFG Wealth Partners LLC grew its position in shares of UnitedHealth Group by 3.3% in the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock valued at $355,000 after purchasing an additional 27 shares in the last quarter. Synergy Financial Group LTD raised its stake in shares of UnitedHealth Group by 3.1% during the 2nd quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate’s stock valued at $369,000 after purchasing an additional 27 shares during the period. Finally, Ares Financial Consulting LLC lifted its holdings in UnitedHealth Group by 7.2% during the 2nd quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate’s stock worth $174,000 after purchasing an additional 28 shares in the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes
UNH has been the subject of a number of recent analyst reports. HC Wainwright set a $500.00 target price on UnitedHealth Group in a report on Friday, October 16th. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, October 14th. Oppenheimer raised their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Wall Street Zen raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Finally, TD Cowen reaffirmed a “hold” rating and set a $402.00 target price on shares of UnitedHealth Group in a report on Thursday, October 15th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $463.93.
Get Our Latest Report on UnitedHealth Group
Insider Transactions at UnitedHealth Group
In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 0.19% of the stock is currently owned by insiders.
Key Headlines Impacting 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 Up 1.8%
Shares of NYSE UNH opened at $404.88 on Wednesday. The stock has a market capitalization of $362.78 billion, a P/E ratio of 23.12, a PEG 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 firm’s 50 day simple moving average is $390.98 and its two-hundred day simple moving average is $364.53. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.74.
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The firm had revenue of $112.72 billion during the quarter, compared to analyst estimates of $111.31 billion. During the same period in the previous year, the business posted $2.59 EPS. The business’s quarterly revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, analysts expect that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.
UnitedHealth Group Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be paid a $2.32 dividend. The ex-dividend date of this dividend is Monday, December 7th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group’s payout ratio is currently 53.00%.
UnitedHealth Group Profile
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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