1,986 UnitedHealth Group Incorporated $UNH Shares Acquired by Stableford Capital II LLC

Stableford Capital II LLC lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 83.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,374 shares of the healthcare conglomerate’s stock after buying an additional 1,986 shares during the period. Stableford Capital II LLC’s holdings in UnitedHealth Group were worth $1,606,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of UNH. BlackRock Inc. lifted its position in UnitedHealth Group by 4.6% in the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after purchasing an additional 3,395,530 shares during the last quarter. State Street Corp increased its stake in shares of UnitedHealth Group by 0.7% in the second quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock worth $18,966,555,000 after buying an additional 301,081 shares during the period. Bank of New York Mellon Corp boosted its position in UnitedHealth Group by 6.1% during the 2nd quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock valued at $4,449,317,000 after buying an additional 616,723 shares during the period. Wellington Management Group LLP increased its position in shares of UnitedHealth Group by 5.8% in the second quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock valued at $4,436,923,000 after acquiring an additional 583,536 shares during the period. Finally, Corient Private Wealth LP boosted its holdings in shares of UnitedHealth Group by 1,443.7% during the second quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate’s stock worth $3,510,920,000 after purchasing an additional 7,900,011 shares during the period. 87.86% of the stock is currently owned by institutional investors.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth is scheduled to report third-quarter 2026 results before the market opens on October 13. Analysts expect earnings of approximately $4.12–$4.15 per share on revenue of about $111.38 billion, with some forecasts calling for roughly 41% year-over-year EPS growth. Improving cost management and restructuring could provide an upside surprise. UnitedHealth Gears Up for Q3 Earnings
• Positive Sentiment: Several valuation-focused reports suggest UNH may look inexpensive after its difficult multi-year performance and reset price-to-earnings multiple. The company’s full-year 2026 EPS guidance remains $19.50–$20.00, supporting the argument that the current valuation could offer recovery potential if earnings stabilize. UnitedHealth’s P/E Has Reset
• Neutral Sentiment: A Medicare rate decision is being viewed as a potentially stabilizing factor for UnitedHealth, but investors will likely need more clarity from the earnings report on reimbursement trends, enrollment and medical-cost ratios. Medicare Rate Decision and UnitedHealth
• Negative Sentiment: TD Cowen lowered its price target for UnitedHealth to $402, signaling more cautious expectations even though the target remains above the current trading level. TD Cowen Lowers UnitedHealth Price Target
• Negative Sentiment: UNH is testing technical support ahead of earnings, while at least one analysis has downgraded the stock’s recovery outlook. Investors remain concerned about elevated healthcare costs and whether earnings improvement can be sustained. UnitedHealth Stock Testing Key Support

Insider Activity

In other news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.19% of the stock is currently owned by corporate insiders.

UnitedHealth Group Trading Down 1.4%

NYSE:UNH opened at $370.54 on Friday. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company’s 50-day simple moving average is $389.50 and its 200 day simple moving average is $380.30. The firm has a market capitalization of $332.59 billion, a P/E ratio of 23.84, a PEG ratio of 1.41 and a beta of 0.60. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.94 by $1.44. The firm had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business’s revenue was up .4% on a year-over-year basis. During the same period last year, the business earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, analysts forecast that UnitedHealth Group Incorporated will post 19.85 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were paid a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group’s dividend payout ratio is currently 59.72%.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on UNH shares. Raymond James Financial boosted their price target on UnitedHealth Group from $370.00 to $460.00 and gave the company an “outperform” rating in a report on Tuesday, July 14th. Jefferies Financial Group boosted their target price on UnitedHealth Group from $401.00 to $490.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Argus raised their price target on UnitedHealth Group from $400.00 to $470.00 and gave the stock a “buy” rating in a research note on Monday, July 20th. DA Davidson set a $512.00 price objective on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Finally, UBS Group raised their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Twenty research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $465.75.

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.