13,533 UnitedHealth Group Incorporated $UNH Shares Bought by SteelPeak Wealth LLC

SteelPeak Wealth LLC lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 41.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 45,834 shares of the healthcare conglomerate’s stock after purchasing an additional 13,533 shares during the period. SteelPeak Wealth LLC’s holdings in UnitedHealth Group were worth $16,825,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. Founders Grove Wealth Partners LLC acquired a new stake in UnitedHealth Group in the 3rd quarter valued at approximately $294,000. Finer Wealth Management Inc. increased its position in UnitedHealth Group by 11.2% in the 3rd quarter. Finer Wealth Management Inc. now owns 2,418 shares of the healthcare conglomerate’s stock worth $888,000 after buying an additional 243 shares during the period. Encompass More Asset Management acquired a new position in shares of UnitedHealth Group during the third quarter worth approximately $1,903,000. AlphaStar Capital Management LLC boosted its position in shares of UnitedHealth Group by 5.5% in the third quarter. AlphaStar Capital Management LLC now owns 2,341 shares of the healthcare conglomerate’s stock valued at $859,000 after acquiring an additional 121 shares during the period. Finally, JGP Global Gestao de Recursos Ltda. grew its stake in shares of UnitedHealth Group by 2.9% in the third quarter. JGP Global Gestao de Recursos Ltda. now owns 1,279 shares of the healthcare conglomerate’s stock worth $469,000 after acquiring an additional 36 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on UNH shares. New Street Research set a $402.00 target price on shares of UnitedHealth Group in a research report on Friday, October 9th. Wall Street Zen raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Wells Fargo & Company raised their price target on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Morgan Stanley boosted their price objective on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Finally, Oppenheimer upped 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. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $462.90.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $401.77 on Friday. The firm has a market capitalization of $360.62 billion, a PE ratio of 22.95, a PEG ratio of 1.45 and a beta of 0.60. The company has a current ratio of 0.74, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The business’s 50 day moving average is $387.07 and its 200-day moving average is $384.64.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. The business had revenue of $112.70 billion during the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. UnitedHealth Group’s revenue was down .4% on a year-over-year basis. During the same period in the prior year, the company posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Sell-side analysts predict that UnitedHealth Group Incorporated will post 20.64 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were paid a $2.32 dividend. The ex-dividend date was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is currently 53.00%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the firm’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 transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.19% of the company’s stock.

Key UnitedHealth Group News

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

• Positive Sentiment: Q3 results and guidance exceeded expectations. UnitedHealth reported adjusted earnings of $4.69 per share versus the $4.14 consensus estimate, while revenue of $112.7 billion also topped forecasts. Management raised its 2026 adjusted EPS outlook to at least $20.50, supporting the recovery narrative. UnitedHealth Stock Moves Higher: What’s Going On?
• Positive Sentiment: Analyst support remains significant. JPMorgan raised its price target to $524 and maintained an “overweight” rating, while Goldman Sachs reportedly lifted its target to $506 after concluding that Medicare Advantage margin recovery is progressing faster than expected. JPMorgan Raises UnitedHealth Price Target
• Positive Sentiment: Potential growth areas could support 2027 and beyond. UnitedHealth’s focus on Medicare special-needs plans, expanded coverage and care-delivery operations may provide targeted growth while improving margins. Its low beta also makes UNH attractive as a defensive healthcare holding during inflation and market rotation away from technology stocks. Can UNH’s Focus on Special Needs Plans Strengthen Medicare Growth?
• Neutral Sentiment: Recent gains may have already priced in much of the good news. Commentary noted that the earnings beat and outlook increase were followed by questions about how durable the recovery will be, limiting the immediate upside despite bullish targets. UnitedHealth Beats on Earnings, But Investors Question Growth Path
• Negative Sentiment: Membership fell and medical costs remain high. Analysts are concerned that shrinking membership and elevated utilization could constrain revenue growth and margins, particularly if higher care costs persist. This is the main reason investors are questioning whether the earnings improvement can continue. UnitedHealth’s Q3 Margins Improve, But Membership Falls
• Negative Sentiment: Analyst views are mixed. Barclays issued a pessimistic forecast, Robert W. Baird cut its price target, and TD Cowen reiterated a “hold” rating with a $402 target, signaling limited near-term upside for some investors.

UnitedHealth Group Company Profile

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.